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

672 hedge funds and large institutions have $12.9B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 246 increasing their positions, 264 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-18
Holders Change %
-2.61%
% of All Funds
14.84%
Holding in Top 10
99
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.33%
% of All Funds
2.19%
New
89
Increased
246
Reduced
264
Closed
95
Calls
$60.3M
Puts
$992K
Net Calls
+$59.3M
Net Calls Change
+$57.5M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$696M
2
Wells Fargo
Wells Fargo
California
$1.83B
3
BlackRock
BlackRock
New York
$1.73B
4
ST
Sentinel Trust
Texas
$99.3M
5
NB
Norinchukin Bank
Japan
$90.5M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$358M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$499M
3
PAS
Park Avenue Securities
New York
$0
4
AI
Atria Investments
North Carolina
$0
5
VIP
Viewpoint Investment Partners
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KOMWMG
151
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.66M +$896K +15,665 +16%
SCA
152
Snowden Capital Advisors
New York
$6.45M -$574K -10,026 -8%
RBC
153
Roble Belko & Company
Pennsylvania
$5.97M +$1.59M +27,802 +36%
CA
154
Calton & Associates
Florida
$5.89M +$5.89M +102,860 New
NGA
155
Naples Global Advisors
Florida
$5.73M -$326K -5,700 -5%
ADL
156
Asset Dedication LLC
California
$5.6M -$25.3K -443 -0.5%
GPWA
157
Great Point Wealth Advisors
Massachusetts
$5.55M -$25.3K -442 -0.5%
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$5.52M +$2.86K +50 +0.1%
AAS
159
Avantax Advisory Services
Texas
$5.39M -$1.04M -18,175 -16%
CM
160
Columbus Macro
Pennsylvania
$5.36M -$3.66M -64,009 -41%
SPIA
161
Steward Partners Investment Advisory
New York
$5.36M -$1.83M -32,055 -26%
AW
162
ACG Wealth
Georgia
$5.31M +$253K +4,415 +5%
CFGS
163
Concourse Financial Group Securities
Alabama
$5.24M -$1.06M -18,599 -17%
TFS
164
Thoroughbred Financial Services
Tennessee
$5.22M +$2.72M +47,566 +109%
PCG
165
Private Capital Group
Connecticut
$5.11M +$183K +3,199 +4%
CG
166
Colony Group
Massachusetts
$5.09M +$332K +5,807 +7%
WCM
167
Wealthcare Capital Management
Virginia
$4.97M -$4.69M -82,023 -49%
EPP
168
ETF Portfolio Partners
Kansas
$4.73M -$1.03M -18,049 -18%
TCM
169
Towercrest Capital Management
Pennsylvania
$4.73M -$1.03M -17,909 -18%
TCBWMS
170
Texas Capital Bank Wealth Management Services
Texas
$4.63M -$73.9K -1,292 -2%
KPWG
171
KFA Private Wealth Group
Virginia
$4.61M +$112K +1,962 +2%
SIA
172
Strategic Investment Advisors
Michigan
$4.45M +$150K +2,613 +3%
BRWA
173
B. Riley Wealth Advisors
Florida
$4.32M -$6.61M -115,480 -60%
DE
174
Day & Ennis
Georgia
$4.29M -$953K -16,656 -18%
PL
175
Plancorp LLC
Missouri
$4.28M +$4.28M +74,741 New
5 6
7
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