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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 %
SWA
176
Sax Wealth Advisors
New Jersey
$17.3M 145,374 +10,517 +8%
PS
177
Planned Solutions
California
$17.1M 144,182 -1,786 -1%
EFS
178
Essex Financial Services
Connecticut
$17.1M 147,056 +71,558 +95%
FF
179
Friedenthal Financial
New Jersey
$16.9M 142,300 +366 +0.3%
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$16.8M 139,276 +6,849 +5%
SIMC
181
Squire Investment Management Company
Utah
$16.8M 141,712 +29,418 +26%
RCM
182
Rain Capital Management
Oregon
$16.5M 142,622 -3,999 -3%
1WM
183
1900 Wealth Management
Texas
$16.4M 138,403 -80,475 -37%
AAS
184
Avantax Advisory Services
Texas
$16.2M 136,339 -15,023 -10%
CWA
185
Canvas Wealth Advisors
Kansas
$16.2M 135,642 +6,250 +5%
Baird Financial Group
186
Baird Financial Group
Wisconsin
$16.1M 135,174 +1,214 +0.9%
OWA
187
Outlook Wealth Advisors
Texas
$16M 5,694 – –
PL
188
Plancorp LLC
Missouri
$15.9M 134,234 -876 -0.6%
PP
189
PrairieView Partners
Minnesota
$15.8M 133,389 +170 +0.1%
TCM
190
TruNorth Capital Management
Michigan
$15.8M 133,296 -3,210 -2%
OPWM
191
Oakwell Private Wealth Management
Texas
$15.7M 132,308 -967 -0.7%
Jones Financial Companies
192
Jones Financial Companies
Missouri
$15.4M 129,238 +44,632 +53%
SFS
193
Sowell Financial Services
Arkansas
$15.2M 128,231 -4,190 -3%
Comerica Bank
194
Comerica Bank
Texas
$15.2M 127,754 +1,255 +1%
PCM
195
Peirce Capital Management
Texas
$15.2M 127,738 -230 -0.2%
ADL
196
Asset Dedication LLC
California
$15M 126,572 -4,349 -3%
RBC
197
Romano Brothers & Co
Illinois
$14.7M 123,914 -3,588 -3%
SCP
198
Stevens Capital Partners
Nebraska
$14.7M 123,857 -2,063 -2%
NRI
199
NFP Retirement Inc
California
$14.6M 122,721 -1,676 -1%
DWA
200
Divergent Wealth Advisors
Utah
$14.6M 122,678 -1,669 -1%
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