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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 %
CPIG
276
Chicago Partners Investment Group
Illinois
$5.21M 56,501 +5,216 +10%
JE
277
JMAC Enterprises
Pennsylvania
$5.19M 55,091 +3,175 +6%
AAG
278
Avalon Advisory Group
Pennsylvania
$5.15M 54,677 -532 -1%
MGIA
279
Matthew Goff Investment Advisor
Texas
$5.11M 54,293 +2,742 +5%
RPGK
280
Retirement Planning Group (Kansas)
Kansas
$5.11M 54,250 +9,264 +21%
BHWM
281
Bar Harbor Wealth Management
New Hampshire
$5.1M 54,111 – –
DA
282
Doliver Advisors
Texas
$5.08M 53,954 -1,338 -2%
CW
283
CreativeOne Wealth
Kansas
$5.01M 53,233 -286 -0.5%
QPWM
284
Quadrant Private Wealth Management
Pennsylvania
$4.91M 51,878 -2,771 -5%
Envestnet Portfolio Solutions
285
Envestnet Portfolio Solutions
Illinois
$4.83M 51,228 +51,228 New
FHC
286
First Heartland Consultants
Missouri
$4.78M 50,692 -653 -1%
BWM
287
BlackDiamond Wealth Management
New York
$4.7M 51,639 +4,544 +10%
MFA
288
Morling Financial Advisors
California
$4.67M 49,530 +5 +0%
AC
289
Avestar Capital
New York
$4.64M 49,000 – –
AF
290
Advisornet Financial
Minnesota
$4.63M 49,123 +5,148 +12%
HWM
291
Hassell Wealth Management
Louisiana
$4.48M 49,025 +796 +2%
CCM
292
Carlson Capital Management
Minnesota
$4.47M 47,409 +616 +1%
FAAM
293
First Ascent Asset Management
Colorado
$4.38M 46,535 +7,903 +20%
MPW
294
MA Private Wealth
California
$4.32M 45,890 -43,776 -49%
IF
295
Ironwood Financial
Arizona
$4.27M 45,377 +2,277 +5%
MFG
296
Merit Financial Group
Georgia
$4.23M 44,908 -1,830 -4%
VCM
297
Vivaldi Capital Management
Illinois
$4.19M 44,444 -158 -0.4%
WDL
298
Well Done LLC
Michigan
$4.17M 44,255 +263 +0.6%
SCM
299
SCS Capital Management
Massachusetts
$4.16M 43,951 -24,655 -36%
SSWM
300
Sheets Smith Wealth Management
North Carolina
$4.15M 44,078 -100 -0.2%
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