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

1,069 hedge funds and large institutions have $26B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 347 increasing their positions, 390 reducing their positions, and 57 closing their positions.

Holders
1,069
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
17.05%
Holding in Top 10
140
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.41%
% of All Funds
2.23%
New
64
Increased
347
Reduced
390
Closed
57
Calls
$11.3M
Puts
$1.24M
Net Calls
+$10.1M
Net Calls Change
-$3.58M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$887M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$249M
3
PWA
3
Provenance Wealth Advisors
Florida
$170M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$391M
5
Wells Fargo
5
Wells Fargo
California
$4.62B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$124M
3
LWM
3
LJI Wealth Management
Indiana
$74.4M
4
AT
4
American Trust
Kentucky
$785K
5
SW
5
SVB Wealth
Massachusetts
$80.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
251
Central Trust Company
Missouri
$6M 63,732 -923 -1%
GWM
252
Grand Wealth Management
Michigan
$6M 63,717 -5 -0%
MWM
253
MorganRosel Wealth Management
Colorado
$6M 63,681 +2,088 +3%
GRP
254
Global Retirement Partners
California
$5.97M 63,907 +429 +0.7%
AWA
255
Amplius Wealth Advisors
Pennsylvania
$5.94M 63,021 -522 -0.8%
SPIA
256
Steward Partners Investment Advisory
New York
$5.91M 62,721 +306 +0.5%
SFA
257
Source Financial Advisors
New York
$5.88M 62,380 -20,886 -25%
GBT
258
Grove Bank & Trust
Florida
$5.75M 61,061 – –
FM
259
Family Management
New York
$5.74M 60,904 -6,744 -10%
RBC
260
Roble Belko & Company
Pennsylvania
$5.72M 60,747 -413 -0.7%
SF
261
Summit Financial
New Jersey
$5.63M 59,487 +434 +0.7%
HSA
262
HBK Sorce Advisory
Pennsylvania
$5.61M 59,508 -4,909 -8%
FCIM
263
Fairview Capital Investment Management
California
$5.59M 59,320 -165 -0.3%
FFBTD
264
First Financial Bank - Trust Division
Ohio
$5.57M 59,126 -108 -0.2%
MWM
265
Modera Wealth Management
New Jersey
$5.53M 58,722 -1,907 -3%
BOH
266
Bank of Hawaii
Hawaii
$5.49M 58,317 – –
JMFC
267
J.M. Forbes & Co
Massachusetts
$5.45M 57,856 -1,347 -2%
MA
268
MONECO Advisors
Connecticut
$5.44M 57,706 -1,074 -2%
RWP
269
Ridgecrest Wealth Partners
California
$5.4M 57,340 -231 -0.4%
AssetMark Inc
270
AssetMark Inc
California
$5.39M 57,207 +54,396 +1,935%
JF
271
JSF Financial
California
$5.38M 57,151 -5,711 -9%
SWP
272
Summit Wealth Partners
Florida
$5.37M 57,062 +740 +1%
HR
273
Hardy Reed
Mississippi
$5.31M 56,405 +105 +0.2%
LA
274
Lynch & Associates
Indiana
$5.29M 56,214 +809 +1%
GVAG
275
Great Valley Advisor Group
Delaware
$5.24M 55,627 -13,805 -20%
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