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

1,273 hedge funds and large institutions have $37B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 486 increasing their positions, 436 reducing their positions, and 47 closing their positions.

Holders
1,273
Holders Change
+40
Holders Change %
+3.24%
% of All Funds
18.42%
Holding in Top 10
151
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.18%
New
103
Increased
486
Reduced
436
Closed
47
Calls
$7.22M
Puts
$1.18M
Net Calls
+$6.04M
Net Calls Change
-$4.68M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.92B
2
BlackRock
2
BlackRock
New York
$6.75B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$524M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.05B
5
DCM
5
Disciplina Capital Management
Tennessee
$113M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
Stifel Financial
2
Stifel Financial
Missouri
$239M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$0
4
CS
4
Cisco Systems
California
$333M
5
Betterment LLC
5
Betterment LLC
New York
$1.52B
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
151
Aletheian Wealth Advisors
Washington
$22.6M 180,111 +5,514 +3%
CWM
152
Cherrydale Wealth Management
New Jersey
$22.5M 179,075 +6,603 +4%
DWA
153
Delap Wealth Advisory
Oregon
$22.5M 179,063 +24,779 +16%
AWS
154
Atria Wealth Solutions
New York
$21.8M 173,545 +3,738 +2%
Northern Trust
155
Northern Trust
Illinois
$21.5M 171,298 +12,956 +8%
MCM
156
MontVue Capital Management
Virginia
$21.4M 170,731 -3,812 -2%
SM
157
Sweeney & Michel
California
$21.4M 167,242 -3,067 -2%
Goldman Sachs
158
Goldman Sachs
New York
$21.4M 170,438 -19,593 -10%
CFA
159
Capstone Financial Advisors
Illinois
$21.1M 167,653 +4,325 +3%
LGWM
160
Litman Gregory Wealth Management
California
$21M 167,406 -114 -0.1%
GVAG
161
Great Valley Advisor Group
Delaware
$20.9M 166,676 +99,178 +147%
IA
162
IFP Advisors
Florida
$20.3M 161,621 -3,326 -2%
RSWM
163
Robertson Stephens Wealth Management
California
$20.3M 161,394 -158 -0.1%
TFS
164
Thoroughbred Financial Services
Tennessee
$20.3M 161,304 -1,144 -0.7%
SFO
165
Stokes Family Office
Louisiana
$20.1M 160,010 -4,212 -3%
Bank of New York Mellon
166
Bank of New York Mellon
New York
$20.1M 159,638 -2,332 -1%
PWA
167
Physician Wealth Advisors
Utah
$19.7M 154,861 -10,882 -7%
VA
168
Vident Advisory
Georgia
$19.6M 155,635 -2,066 -1%
SIMC
169
Squire Investment Management Company
Utah
$19.5M 155,189 +13,477 +10%
CFG
170
Cosner Financial Group
Colorado
$19.2M 152,977 -1,345 -0.9%
GG
171
Gleason Group
Kentucky
$19.2M 152,596 +2,202 +1%
HFS
172
Heritage Financial Services
Massachusetts
$19M 151,160 -8,196 -5%
BCM
173
Brookstone Capital Management
Illinois
$19M 150,895 +1,682 +1%
SWA
174
Sax Wealth Advisors
New Jersey
$18.9M 150,428 +5,054 +3%
WAM
175
Weatherly Asset Management
California
$18.9M 150,364 +134 +0.1%
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