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

1,418 hedge funds and large institutions have $57B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 464 increasing their positions, 482 reducing their positions, and 47 closing their positions.

Holders
1,418
Holders Change
+145
Holders Change %
+11.39%
% of All Funds
18.89%
Holding in Top 10
159
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.3%
% of All Funds
2.12%
New
219
Increased
464
Reduced
482
Closed
47
Calls
$6.64M
Puts
$2.42M
Net Calls
+$4.22M
Net Calls Change
-$1.82M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$18B
2
Raymond James Financial
2
Raymond James Financial
Florida
$302M
3
BlackRock
3
BlackRock
New York
$7.16B
4
Lido Advisors
4
Lido Advisors
California
$243M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.25B

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$16.9M
2
CS
2
Cisco Systems
California
$265M
3
RWP
3
Reliant Wealth Planning
Kentucky
$39.1M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$64.6M
5
Betterment LLC
5
Betterment LLC
New York
$1.52B
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
151
Cherrydale Wealth Management
New Jersey
$23.3M 181,144 +2,069 +1%
FPGK
152
Financial Partners Group (Kansas)
Kansas
$23.2M 180,042 -2,121 -1%
GVAG
153
Great Valley Advisor Group
Delaware
$23.1M 179,701 +13,025 +8%
DWA
154
Delap Wealth Advisory
Oregon
$23M 178,899 -164 -0.1%
Bank of New York Mellon
155
Bank of New York Mellon
New York
$22.9M 178,252 +18,614 +12%
AWA
156
Aletheian Wealth Advisors
Washington
$22.7M 176,383 -3,728 -2%
VA
157
Vident Advisory
Georgia
$22.7M 176,349 +20,714 +13%
MCM
158
MontVue Capital Management
Virginia
$22.6M 175,966 +5,235 +3%
HCA
159
Heck Capital Advisors
Wisconsin
$22.5M 175,101 -68,714 -28%
SIMC
160
Squire Investment Management Company
Utah
$22.4M 174,498 +19,309 +12%
AWS
161
Atria Wealth Solutions
New York
$21.8M 169,226 -4,319 -2%
LGWM
162
Litman Gregory Wealth Management
California
$21.1M 164,208 -3,198 -2%
BMWS
163
Brady Martz Wealth Solutions
North Dakota
$21M 164,278 +164,278 New
CFA
164
Capstone Financial Advisors
Illinois
$21M 163,320 -4,333 -3%
IA
165
IFP Advisors
Florida
$21M 163,204 +1,583 +1%
TFS
166
Thoroughbred Financial Services
Tennessee
$21M 163,201 +1,897 +1%
SFO
167
Stokes Family Office
Louisiana
$20.8M 161,691 +1,681 +1%
Northern Trust
168
Northern Trust
Illinois
$20.8M 161,615 -9,683 -6%
CI
169
Constellation Investments
Ohio
$20.4M 158,500 +158,500 New
RSWM
170
Robertson Stephens Wealth Management
California
$20.3M 158,044 -3,350 -2%
AAS
171
Avantax Advisory Services
Texas
$20.2M 156,958 +18,818 +14%
CFG
172
Cosner Financial Group
Colorado
$19.8M 154,102 +1,125 +0.7%
BJL
173
Brighton Jones LLC
Washington
$19.6M 152,297 +6,661 +5%
GG
174
Gleason Group
Kentucky
$19.6M 152,080 -516 -0.3%
WAM
175
Weatherly Asset Management
California
$19.4M 151,132 +768 +0.5%
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