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

1,050 hedge funds and large institutions have $24.3B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 368 increasing their positions, 412 reducing their positions, and 58 closing their positions.

Holders
1,050
Holders Change
-13
Holders Change %
-1.22%
% of All Funds
16.81%
Holding in Top 10
133
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.64%
% of All Funds
2.13%
New
78
Increased
368
Reduced
412
Closed
58
Calls
$11.8M
Puts
$2.3M
Net Calls
+$9.5M
Net Calls Change
+$293K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$255M
2
Cerity Partners
2
Cerity Partners
New York
$162M
3
Stifel Financial
3
Stifel Financial
Missouri
$267M
4
CS
4
Cisco Systems
California
$319M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$40.8M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
BlackRock
2
BlackRock
New York
$3.61B
3
SWM
3
SigFig Wealth Management
California
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.42B
Name Market Value Shares Shares
Change 		Shares
Change %
OP
226
ORG Partners
Indiana
$6.77M 74,590 +74,590 New
IRC
227
Investors Research Corp
Georgia
$6.76M 74,630 +3,526 +5%
GVAG
228
Great Valley Advisor Group
Delaware
$6.7M 73,972 +1,722 +2%
GPWA
229
Great Point Wealth Advisors
Massachusetts
$6.63M 73,237 -452 -0.6%
HCM
230
Hollencrest Capital Management
California
$6.5M 71,756 -1,113 -2%
TFGT
231
TS Financial Group (TSFG)
Illinois
$6.46M 71,307 -712 -1%
FTS
232
Fifth Third Securities
Ohio
$6.45M 71,191 -15,268 -18%
RWIA
233
Roger Wittlin Investment Advisory
California
$6.39M 70,564 -6,867 -9%
KFS
234
Kelly Financial Services
Massachusetts
$6.37M 70,386 -215,492 -75%
CPIA
235
Cornell Pochily Investment Advisors
New York
$6.33M 69,880 +2,685 +4%
WANY
236
Wealthspire Advisors (New York)
New York
$6.3M 69,600 -4,715 -6%
TCM
237
Towercrest Capital Management
Pennsylvania
$6.25M 68,999 +391 +0.6%
FC
238
Forte Capital
New York
$6.16M 68,013 +74 +0.1%
HCA
239
Heck Capital Advisors
Wisconsin
$6.14M 67,823 -1,817 -3%
CIBC World Market
240
CIBC World Market
Ontario, Canada
$6.12M 67,537 +4,049 +6%
HSA
241
HBK Sorce Advisory
Pennsylvania
$6.1M 67,343 -73,827 -52%
JF
242
JSF Financial
California
$5.96M 65,844 -24,690 -27%
SPIA
243
Steward Partners Investment Advisory
New York
$5.89M 65,038 -1,423 -2%
GWM
244
Grand Wealth Management
Michigan
$5.87M 64,806 +1,077 +2%
MSCM
245
McElhenny Sheffield Capital Management
Texas
$5.83M 64,388 +64,226 +39,646%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$5.82M 64,285 +692 +1%
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$5.69M 62,868 -8,150 -11%
GBT
248
Grove Bank & Trust
Florida
$5.53M 61,061 – –
AWA
249
Amplius Wealth Advisors
Pennsylvania
$5.5M 60,706 +626 +1%
FCIM
250
Fairview Capital Investment Management
California
$5.41M 59,785 -30,635 -34%
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