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

1,220 hedge funds and large institutions have $32.5B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 449 increasing their positions, 437 reducing their positions, and 52 closing their positions.

Holders
1,220
Holders Change
+47
Holders Change %
+4.01%
% of All Funds
17.69%
Holding in Top 10
160
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.27%
% of All Funds
2.32%
New
117
Increased
449
Reduced
437
Closed
52
Calls
$60.3M
Puts
$3.98M
Net Calls
+$56.3M
Net Calls Change
+$37.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.01B
2
LPL Financial
2
LPL Financial
California
$516M
3
BSW
3
Buckingham Strategic Wealth
Missouri
$368M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$268M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$72.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.23B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$266M
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$23.5M
4
Charles Schwab
4
Charles Schwab
California
$901M
5
WCP
5
Wick Capital Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
151
Atria Wealth Solutions
New York
$20.9M 181,575 +2,143 +1%
CWM
152
Cherrydale Wealth Management
New Jersey
$20.2M 175,200 -5,690 -3%
HFS
153
Heritage Financial Services
Massachusetts
$19.8M 171,837 -21,497 -11%
CFA
154
Capstone Financial Advisors
Illinois
$19.7M 170,636 -2,647 -2%
SM
155
Sweeney & Michel
California
$19.5M 169,774 +169,774 New
AWA
156
Aletheian Wealth Advisors
Washington
$19.4M 167,945 +9,709 +6%
LGWM
157
Litman Gregory Wealth Management
California
$19.3M 167,809 +2,895 +2%
MCM
158
MontVue Capital Management
Virginia
$19.3M 167,767 -1,180 -0.7%
ASN
159
Advisory Services Network
Georgia
$19.3M 167,285 +10,061 +6%
IA
160
IFP Advisors
Florida
$19.2M 166,754 -12,347 -7%
SFO
161
Stokes Family Office
Louisiana
$19.1M 166,052 -7,564 -4%
PWA
162
Physician Wealth Advisors
Utah
$18.8M 170,127 -12,649 -7%
NWM
163
Northwest Wealth Management
Iowa
$18.7M 162,300 +9,190 +6%
Northern Trust
164
Northern Trust
Illinois
$18.1M 156,798 -65 -0%
BCM
165
Brookstone Capital Management
Illinois
$18M 156,321 -125,420 -45%
CCWA
166
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.8M 154,726 +1,084 +0.7%
DWA
167
Delap Wealth Advisory
Oregon
$17.6M 152,732 -84,917 -36%
BJL
168
Brighton Jones LLC
Washington
$17.6M 152,268 -254 -0.2%
AAS
169
Avantax Advisory Services
Texas
$17.5M 151,362 -2,343 -2%
TIM
170
Tortoise Investment Management
New York
$17.4M 151,126 -2,661 -2%
WAM
171
Weatherly Asset Management
California
$17.4M 150,654 +442 +0.3%
CFG
172
Cosner Financial Group
Colorado
$17.3M 149,994 +2,043 +1%
GG
173
Gleason Group
Kentucky
$17.1M 148,033 -618 -0.4%
RCM
174
Rain Capital Management
Oregon
$16.9M 146,621 -3,270 -2%
PS
175
Planned Solutions
California
$16.8M 145,968 -1,848 -1%
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