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

375 hedge funds and large institutions have $6.74B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 94 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+18
Holders Change %
+5.04%
% of All Funds
8.61%
Holding in Top 10
48
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.1%
New
41
Increased
182
Reduced
94
Closed
21
Calls
$1.05M
Puts
$1.77M
Net Calls
-$728K
Net Calls Change
+$250K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$89.4M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$1.34B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$123M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$104M
5
BlackRock
5
BlackRock
New York
$766M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$835M
2
PCA
2
Personal Capital Advisors
California
$978K
3
Morgan Stanley
3
Morgan Stanley
New York
$125M
4
Bank of America
4
Bank of America
North Carolina
$242M
5
FTS
5
Fifth Third Securities
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
201
Next Financial Group
Texas
$1.02M +$400K +6,608 +64%
CC
202
Cedar Capital
Illinois
$992K +$541K +8,938 +120%
PCA
203
Personal Capital Advisors
California
$978K -$37.7M -623,660 -97%
CG
204
Caprock Group
Idaho
$967K – – –
CAL
205
Capital Advisors Ltd
Ohio
$962K -$4.11K -68 -0.4%
PFM
206
Phillips Financial Management
Indiana
$897K -$50.9K -853 -5%
DIA
207
Davidson Investment Advisors
Montana
$894K +$252K +4,172 +39%
FAIM
208
Financial Advocates Investment Management
Washington
$893K +$118K +1,943 +15%
Goldman Sachs
209
Goldman Sachs
New York
$834K -$5.62K -93 -0.7%
LGWM
210
Litman Gregory Wealth Management
California
$824K +$111K +1,842 +16%
DIA
211
Dana Investment Advisors
Wisconsin
$822K +$184K +3,035 +29%
EWF
212
Epstein & White Financial
California
$818K -$6.07K -100 -0.7%
MWM
213
Merriman Wealth Management
Washington
$816K +$192K +3,182 +31%
JWM
214
Jackson Wealth Management
Florida
$815K -$222K -3,677 -21%
FHB
215
First Hawaiian Bank
Hawaii
$801K +$89.6K +1,483 +13%
AFP
216
Ausdal Financial Partners
Iowa
$791K +$4.9K +81 +0.6%
CHA
217
Cedar Hill Associates
Illinois
$785K +$170K +2,820 +28%
SB
218
Suntrust Banks
Georgia
$772K -$157K -2,600 -17%
WCM
219
Windsor Capital Management
Arizona
$765K +$906 +15 +0.1%
A
220
AdvicePeriod
California
$754K +$94.6K +1,565 +14%
AIM
221
Advantage Investment Management
Iowa
$746K -$682K -11,281 -48%
WCM
222
Wealthcare Capital Management
Virginia
$734K +$553K +9,145 +305%
MSA
223
Marino Stram & Associates
Massachusetts
$713K +$242 +4 +0%
Lido Advisors
224
Lido Advisors
California
$699K +$1.39K +23 +0.2%
PJSIMP
225
P.J. Schmidt Investment Management (PJS)
Wisconsin
$691K +$102K +1,696 +17%
7 8
9
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