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

1,173 hedge funds and large institutions have $31.1B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 449 increasing their positions, 364 reducing their positions, and 57 closing their positions.

Holders
1,173
Holders Change
+104
Holders Change %
+9.73%
% of All Funds
17.2%
Holding in Top 10
158
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.86%
% of All Funds
2.32%
New
181
Increased
449
Reduced
364
Closed
57
Calls
$22M
Puts
$3.49M
Net Calls
+$18.5M
Net Calls Change
+$8.43M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.26B
2
AG
2
AlTi Global
New York
$228M
3
BlackRock
3
BlackRock
New York
$4.4B
4
AC
4
Adroit Compliance
$102M
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$96.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$898M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$171M
3
TLIC
3
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$228M
5
SW
5
SVB Wealth
Massachusetts
$40.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OP
251
ORG Partners
Indiana
$8.15M 77,497 +74,253 +2,289%
FTS
252
Fifth Third Securities
Ohio
$7.83M 74,428 -5,005 -6%
Jones Financial Companies
253
Jones Financial Companies
Missouri
$7.68M 73,020 +1,262 +2%
CBFP
254
Cedar Brook Financial Partners
Ohio
$7.68M 73,070 +1,247 +2%
RWIA
255
Roger Wittlin Investment Advisory
California
$7.61M 72,298 +662 +0.9%
QPWM
256
Quadrant Private Wealth Management
Pennsylvania
$7.5M 71,247 +19,369 +37%
Envestnet Portfolio Solutions
257
Envestnet Portfolio Solutions
Illinois
$7.45M 70,823 +19,595 +38%
SWMG
258
Sard Wealth Management Group
Georgia
$7.32M 69,580 +69,580 New
O3W
259
Omni 360 Wealth
New Jersey
$7.32M 69,522 +69,522 New
WA
260
Waverly Advisors
Alabama
$7.23M 68,663 -3,200 -4%
GPWA
261
Great Point Wealth Advisors
Massachusetts
$7.08M 67,314 -2,317 -3%
HCM
262
Hollencrest Capital Management
California
$7.08M 67,257 -451 -0.7%
TCWA
263
Turtle Creek Wealth Advisors
Texas
$7.08M 67,253 +67,253 New
CPIA
264
Cornell Pochily Investment Advisors
New York
$7.05M 66,974 +82 +0.1%
FMP
265
Financial Management Professionals
Texas
$6.95M 66,074 -2,903 -4%
SPIA
266
Steward Partners Investment Advisory
New York
$6.95M 66,052 +3,331 +5%
CTC
267
Central Trust Company
Missouri
$6.89M 65,447 +1,715 +3%
SFA
268
Source Financial Advisors
New York
$6.86M 65,152 +2,772 +4%
AQR Capital Management
269
AQR Capital Management
Connecticut
$6.84M 65,018 +65,018 New
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$6.73M 63,992 -3,772 -6%
MWM
271
MorganRosel Wealth Management
Colorado
$6.68M 63,434 -247 -0.4%
NGA
272
Naples Global Advisors
Florida
$6.67M 63,354 -864 -1%
PIMG
273
Patriot Investment Management Group
Tennessee
$6.65M 63,164 -1,357 -2%
FM
274
Family Management
New York
$6.54M 62,123 +1,219 +2%
OIM
275
Opus Investment Management
Massachusetts
$6.53M 62,035 -181,845 -75%
9 10
11
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