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

1,071 hedge funds and large institutions have $27B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 378 increasing their positions, 411 reducing their positions, and 39 closing their positions.

Holders
1,071
Holders Change
+21
Holders Change %
+2%
% of All Funds
16.89%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
2.24%
New
66
Increased
378
Reduced
411
Closed
39
Calls
$14.7M
Puts
$1.04M
Net Calls
+$13.6M
Net Calls Change
+$4.15M

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$359M
2
RCG
2
Rock Creek Group
District of Columbia
$156M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$349M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$157M
5
Cerity Partners
5
Cerity Partners
New York
$223M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$139M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$1.45B
3
Wells Fargo
3
Wells Fargo
California
$4.69B
4
Betterment LLC
4
Betterment LLC
New York
$1.31B
5
CAM
5
Cresset Asset Management
Illinois
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
226
MBA Advisors
Pennsylvania
$8.32M 85,058 +29,292 +53%
RVPG
227
Relative Value Partners Group
$8.31M 84,970 -255 -0.3%
ATC
228
Argent Trust Co
Tennessee
$8.26M 84,427 -2,887 -3%
FCH
229
Freestone Capital Holdings
Washington
$8.25M 84,273 -9,850 -10%
SFA
230
Source Financial Advisors
New York
$8.15M 83,266 -2,180 -3%
FTS
231
Fifth Third Securities
Ohio
$8.08M 82,564 +11,373 +16%
MCM
232
MAI Capital Management
Ohio
$8.01M 81,850 -6,643 -8%
OP
233
ORG Partners
Indiana
$7.95M 81,093 +6,503 +9%
GT
234
Greenleaf Trust
Michigan
$7.87M 80,460 -673 -0.8%
IRC
235
Investors Research Corp
Georgia
$7.61M 77,769 +3,139 +4%
DC
236
Diametric Capital
Massachusetts
$7.51M 76,743 +76,743 New
TCBWMS
237
Texas Capital Bank Wealth Management Services
Texas
$7.33M 74,957 – –
CIBC World Market
238
CIBC World Market
Ontario, Canada
$7.26M 74,247 +6,710 +10%
WA
239
Waverly Advisors
Alabama
$7.11M 72,659 +19,003 +35%
CBFP
240
Cedar Brook Financial Partners
Ohio
$7.02M 71,757 -6,108 -8%
RWIA
241
Roger Wittlin Investment Advisory
California
$6.98M 71,381 +817 +1%
TFGT
242
TS Financial Group (TSFG)
Illinois
$6.93M 70,799 -508 -0.7%
GPWA
243
Great Point Wealth Advisors
Massachusetts
$6.92M 70,710 -2,527 -3%
GVAG
244
Great Valley Advisor Group
Delaware
$6.79M 69,432 -4,540 -6%
NGA
245
Naples Global Advisors
Florida
$6.76M 69,118 -6,577 -9%
SCM
246
SCS Capital Management
Massachusetts
$6.71M 68,606 +21,405 +45%
CPIA
247
Cornell Pochily Investment Advisors
New York
$6.65M 67,931 -1,949 -3%
FM
248
Family Management
New York
$6.62M 67,648 -49,990 -42%
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$6.55M 66,943 +4,075 +6%
HCA
250
Heck Capital Advisors
Wisconsin
$6.48M 66,192 -1,631 -2%
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