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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 %
FC
251
Forte Capital
New York
$6.41M 65,531 -2,482 -4%
HCM
252
Hollencrest Capital Management
California
$6.41M 65,502 -6,254 -9%
CTC
253
Central Trust Company
Missouri
$6.33M 64,655 -51,183 -44%
HSA
254
HBK Sorce Advisory
Pennsylvania
$6.3M 64,417 -2,926 -4%
GWM
255
Grand Wealth Management
Michigan
$6.23M 63,722 -1,084 -2%
AWA
256
Amplius Wealth Advisors
Pennsylvania
$6.22M 63,543 +2,837 +5%
GRP
257
Global Retirement Partners
California
$6.21M 63,478 -15,085 -19%
KPWS
258
Kestra Private Wealth Services
Texas
$6.16M 62,990 +4,606 +8%
JF
259
JSF Financial
California
$6.15M 62,862 -2,982 -5%
SPIA
260
Steward Partners Investment Advisory
New York
$6.11M 62,415 -2,623 -4%
MWM
261
MorganRosel Wealth Management
Colorado
$6.03M 61,593 +13,100 +27%
RBC
262
Roble Belko & Company
Pennsylvania
$5.98M 61,160 -22,053 -27%
GBT
263
Grove Bank & Trust
Florida
$5.97M 61,061 – –
PIMG
264
Patriot Investment Management Group
Tennessee
$5.95M 60,837 +4,271 +8%
MWM
265
Modera Wealth Management
New Jersey
$5.93M 60,629 +45,972 +314%
FCIM
266
Fairview Capital Investment Management
California
$5.82M 59,485 -300 -0.5%
FFBTD
267
First Financial Bank - Trust Division
Ohio
$5.8M 59,234 -378 -0.6%
JMFC
268
J.M. Forbes & Co
Massachusetts
$5.79M 59,203 +149 +0.3%
SF
269
Summit Financial
New Jersey
$5.78M 59,053 +176 +0.3%
MA
270
MONECO Advisors
Connecticut
$5.75M 58,780 +89 +0.2%
BOH
271
Bank of Hawaii
Hawaii
$5.71M 58,317 -1,185 -2%
RWP
272
Ridgecrest Wealth Partners
California
$5.63M 57,571 -985 -2%
SWP
273
Summit Wealth Partners
Florida
$5.51M 56,322 -868 -2%
HR
274
Hardy Reed
Mississippi
$5.51M 56,300 – –
LA
275
Lynch & Associates
Indiana
$5.42M 55,405 -616 -1%
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