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

402 hedge funds and large institutions have $7.4B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 104 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+27
Holders Change %
+7.2%
% of All Funds
9.22%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.19%
New
48
Increased
184
Reduced
104
Closed
16
Calls
$1.21M
Puts
$1.47M
Net Calls
-$260K
Net Calls Change
+$468K

Top Buyers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$1.46B
2
AC
2
Allstate Corporation
Illinois
$74.3M
3
UBS Group
3
UBS Group
Switzerland
$123M
4
MFRM
4
Milliman Financial Risk Management
Illinois
$908M
5
PPA
5
Parametric Portfolio Associates
Washington
$92.2M

Top Sellers

1
BBHC
1
Brown Brothers Harriman & Co
New York
$0
2
PAMG
2
Patton Albertson Miller Group
Tennessee
$25.4M
3
KFGK
3
Keystone Financial Group (Kentucky)
Kentucky
$2.16M
4
CA
4
Cetera Advisors
Colorado
$8.26M
5
LPL Financial
5
LPL Financial
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
201
Transform Wealth
Colorado
$1.19M -$95K -1,519 -7%
OFG
202
Oxford Financial Group
Indiana
$1.15M – – –
LIM
203
Leavell Investment Management
Alabama
$1.13M – – –
GWA
204
Guidant Wealth Advisors
Illinois
$1.09M -$15.4K -108 -1%
SB
205
Suntrust Banks
Georgia
$1.05M +$248K +3,971 +31%
CG
206
Caprock Group
Idaho
$1M – – –
PFM
207
Phillips Financial Management
Indiana
$999K +$55.9K +891 +6%
OBWP
208
O'Brien Wealth Partners
Massachusetts
$997K -$162K -2,591 -14%
CAL
209
Capital Advisors Ltd
Ohio
$995K – – –
DIA
210
Davidson Investment Advisors
Montana
$978K +$53.5K +856 +6%
FAIM
211
Financial Advocates Investment Management
Washington
$976K +$51.2K +817 +6%
FA
212
FDx Advisors
Illinois
$959K -$2.57M -41,146 -73%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$957K -$117K -1,866 -11%
DIA
214
Dana Investment Advisors
Wisconsin
$934K +$84.6K +1,353 +10%
A
215
AdvicePeriod
California
$919K +$139K +2,219 +18%
AFP
216
Ausdal Financial Partners
Iowa
$889K +$71.2K +1,139 +9%
Brown Advisory
217
Brown Advisory
Maryland
$881K +$249K +3,992 +39%
HH
218
Hilltop Holdings
Texas
$880K +$880K +14,075 New
WPSG
219
Wealth & Pension Services Group
Georgia
$850K +$850K +13,520 New
MWM
220
Merriman Wealth Management
Washington
$844K – – –
EWF
221
Epstein & White Financial
California
$844K +$4.49K +72 +0.5%
US Bancorp
222
US Bancorp
Minnesota
$844K +$407K +6,502 +93%
LGWM
223
Litman Gregory Wealth Management
California
$839K -$12.4K -199 -1%
WCM
224
Windsor Capital Management
Arizona
$810K +$18.9K +302 +2%
CHA
225
Cedar Hill Associates
Illinois
$791K -$21.1K -337 -3%
7 8
9
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