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iShares Core S&P Total US Stock Market ETF

672 hedge funds and large institutions have $12.9B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 246 increasing their positions, 264 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-18
Holders Change %
-2.61%
% of All Funds
14.84%
Holding in Top 10
99
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.33%
% of All Funds
2.19%
New
89
Increased
246
Reduced
264
Closed
95
Calls
$60.3M
Puts
$992K
Net Calls
+$59.3M
Net Calls Change
+$57.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
201
Baldrige Asset Management
Pennsylvania
$3.45M -$859K -15,010 -20%
EWF
202
Epstein & White Financial
California
$3.45M +$498K +8,702 +17%
LFAS
203
Level Four Advisory Services
Texas
$3.4M -$1.68M -29,446 -33%
APC
204
Aspire Private Capital
North Carolina
$3.39M +$102K +1,787 +3%
IWP
205
Icon Wealth Partners
Texas
$3.37M -$3.18M -55,520 -48%
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$3.34M -$3.49M -62,601 -51%
SXL
207
Summit X LLC
Missouri
$3.33M -$684K -11,988 -17%
FWP
208
FAS Wealth Partners
Kansas
$3.29M +$1.62M +28,320 +97%
TF
209
Trek Financial
Arizona
$3.27M -$2.26M -39,551 -41%
GBT
210
Grove Bank & Trust
Florida
$3.15M +$232K +4,050 +8%
GT
211
Greenleaf Trust
Michigan
$3.1M +$865K +15,115 +39%
FPCG
212
Fort Pitt Capital Group
Pennsylvania
$3.07M -$3.45M -60,295 -53%
HSA
213
HBK Sorce Advisory
Pennsylvania
$3.05M +$2.29M +40,092 +302%
CPIA
214
Cornell Pochily Investment Advisors
New York
$3.03M -$179K -3,128 -6%
BHWM
215
Bar Harbor Wealth Management
New Hampshire
$2.96M +$2.22M +38,880 +303%
SIA
216
Soltis Investment Advisors
Utah
$2.95M -$69.3K -1,211 -2%
HI
217
Human Investing
Oregon
$2.93M -$110K -1,929 -4%
Goldman Sachs
218
Goldman Sachs
New York
$2.89M -$12.9M -225,646 -82%
SW
219
SteelPeak Wealth
California
$2.88M -$6.91M -120,842 -71%
JWM
220
JGP Wealth Management
Oregon
$2.88M +$473K +7,793 +20%
USAA
221
United Services Automobile Association
Texas
$2.85M -$12.3M -183,922 -81%
VFM
222
Vivid Financial Management
California
$2.85M +$2.85M +49,838 New
MWM
223
Maltin Wealth Management
New Jersey
$2.85M -$40.5K -708 -1%
FHC
224
First Heartland Consultants
Missouri
$2.84M +$77.2K +1,349 +3%
PP
225
PrairieView Partners
Minnesota
$2.83M -$595K -10,401 -17%