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iShares Core S&P Total US Stock Market ETF
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Overview Fund Activity

1,233 hedge funds and large institutions have $34.3B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 444 increasing their positions, 430 reducing their positions, and 75 closing their positions.

Holders
1,233
Holders Change
+13
Holders Change %
+1.07%
% of All Funds
17.94%
Holding in Top 10
151
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.63%
% of All Funds
2.2%
New
108
Increased
444
Reduced
430
Closed
75
Calls
$11.4M
Puts
$653K
Net Calls
+$10.7M
Net Calls Change
-$45.6M

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.79B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$823M
3
WCP
3
Wick Capital Partners
Pennsylvania
$99.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$417M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$99.4M

Top Sellers

1
EWM
1
Executive Wealth Management
Michigan
$0
2
Wells Fargo
2
Wells Fargo
California
$5.7B
3
Charles Schwab
3
Charles Schwab
California
$865M
4
OBWP
4
O'Brien Wealth Partners
Massachusetts
$57.9M
5
PA
5
Parallel Advisors
California
$315M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
126
Beacon Pointe Advisors
California
$26.3M 221,649 -11,916 -5%
LFA
127
Legacy Financial Advisors
Kentucky
$26.2M 220,361 -3,232 -1%
NFC
128
Northeast Financial Consultants
Connecticut
$26M 219,179 +22 +0%
APCM
129
Alaska Permanent Capital Management
Alaska
$26M 218,882 -5,324 -2%
AF
130
Aviso Financial
Ontario, Canada
$25.6M 215,766 +215,766 New
BWM
131
BCGM Wealth Management
Indiana
$25.3M 213,313 -22,206 -9%
MIM
132
Monashee Investment Management
Massachusetts
$25.1M 211,260 – –
UCFA
133
United Capital Financial Advisors
Texas
$25M 210,852 -7,858 -4%
FWP
134
Family Wealth Partners
North Carolina
$25M 210,704 +26,030 +14%
NWM
135
Northwest Wealth Management
Iowa
$25M 210,315 +48,015 +30%
LPP
136
Life Planning Partners
Florida
$24.7M 208,082 +68,746 +49%
RIA
137
Regal Investment Advisors
Michigan
$24.1M 203,091 +127 +0.1%
WC
138
Whitney & Co
New York
$23.9M 201,128 -649 -0.3%
JWM
139
JGP Wealth Management
Oregon
$23.5M 197,623 +14,343 +8%
ASN
140
Advisory Services Network
Georgia
$23.2M 195,509 +28,224 +17%
ASW
141
Astoria Strategic Wealth
Texas
$23M 193,401 -1,426 -0.7%
CG
142
Cynosure Group
Utah
$22.8M 191,992 -1,876 -1%
Goldman Sachs
143
Goldman Sachs
New York
$22.6M 190,031 -28,849 -13%
BFWA
144
Benchmark Financial Wealth Advisors
Florida
$22.5M 189,159 -9,075 -5%
Empower Advisory Group
145
Empower Advisory Group
Colorado
$22.4M 188,232 -15,659 -8%
DL
146
DOHJ LLC
Washington
$22.3M 188,104 +3,987 +2%
CPW
147
Catalyst Private Wealth
California
$22.3M 187,699 +66,600 +55%
FPGK
148
Financial Partners Group (Kansas)
Kansas
$21.9M 184,204 -1,778 -1%
DW
149
Durante & Waters
New York
$21.8M 183,240 -4,995 -3%
NA
150
NewEdge Advisors
Louisiana
$21.6M 181,848 +85,222 +88%
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