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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 %
Jones Financial Companies
276
Jones Financial Companies
Missouri
$5.41M 55,315 +3,636 +7%
DA
277
Doliver Advisors
Texas
$5.41M 55,292 – –
AAG
278
Avalon Advisory Group
Pennsylvania
$5.4M 55,209 -110 -0.2%
QPWM
279
Quadrant Private Wealth Management
Pennsylvania
$5.35M 54,649 +5,305 +11%
BHWM
280
Bar Harbor Wealth Management
New Hampshire
$5.29M 54,111 – –
CW
281
CreativeOne Wealth
Kansas
$5.24M 53,519 +3,183 +6%
FWP
282
FAS Wealth Partners
Kansas
$5.15M 52,592 -592 -1%
CPIG
283
Chicago Partners Investment Group
Illinois
$5.11M 51,285 -932 -2%
JE
284
JMAC Enterprises
Pennsylvania
$5.08M 51,916 +1,250 +2%
AWM
285
Accurate Wealth Management
Florida
$5.06M 50,918 -7,906 -13%
MGIA
286
Matthew Goff Investment Advisor
Texas
$5.04M 51,551 +5,226 +11%
FHC
287
First Heartland Consultants
Missouri
$5.02M 51,345 -977 -2%
MFA
288
Morling Financial Advisors
California
$4.85M 49,525 -243 -0.5%
HWM
289
Hassell Wealth Management
Louisiana
$4.81M 48,229 +1,661 +4%
AC
290
Avestar Capital
New York
$4.79M 49,000 – –
BWM
291
BlackDiamond Wealth Management
New York
$4.74M 47,095 +1,247 +3%
SPI
292
Sutton Place Investors
New York
$4.71M 48,175 +2,227 +5%
FCAG
293
First Capital Advisors Group
New Jersey
$4.63M 47,285 +429 +0.9%
SIA
294
SkyView Investment Advisors
New Jersey
$4.63M 47,285 +429 +0.9%
CCM
295
Carlson Capital Management
Minnesota
$4.58M 46,793 +175 +0.4%
MFG
296
Merit Financial Group
Georgia
$4.57M 46,738 +2,996 +7%
RPGK
297
Retirement Planning Group (Kansas)
Kansas
$4.4M 44,986 +8,851 +24%
Vontobel Holding
298
Vontobel Holding
Switzerland
$4.4M 44,943 -1,594 -3%
VCM
299
Vivaldi Capital Management
Illinois
$4.36M 44,602 +18,517 +71%
SSWM
300
Sheets Smith Wealth Management
North Carolina
$4.32M 44,178 +8 +0%
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