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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
Wealthfront Advisers
3
Wealthfront Advisers
California
$391M
4
Wells Fargo
4
Wells Fargo
California
$4.62B
5
Osaic Holdings
5
Osaic Holdings
Arizona
$209M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$124M
2
LWM
2
LJI Wealth Management
Indiana
$74.4M
3
AT
3
American Trust
Kentucky
$785K
4
SW
4
SVB Wealth
Massachusetts
$80.7M
5
EK
5
Evensky & Katz
Florida
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
FWCM
301
Ferguson Wellman Capital Management
Oregon
$4.15M 44,016 – –
FWP
302
FAS Wealth Partners
Kansas
$4.11M 43,658 -8,934 -17%
SPI
303
Sutton Place Investors
New York
$4.06M 43,063 -5,112 -11%
Vontobel Holding
304
Vontobel Holding
Switzerland
$4.01M 42,551 -2,392 -5%
NFG
305
Nations Financial Group
Iowa
$3.99M 42,365 +149 +0.4%
WPW
306
Watershed Private Wealth
Illinois
$3.98M 42,299 -26 -0.1%
SAM
307
Securian Asset Management
Minnesota
$3.96M 42,000 – –
HI
308
Hudock Inc
Pennsylvania
$3.92M 41,627 +812 +2%
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$3.9M 41,389 +2,207 +6%
RCG
310
Regatta Capital Group
California
$3.9M 41,360 +22,123 +115%
Franklin Resources
311
Franklin Resources
California
$3.82M 40,542 +2,978 +8%
RK
312
Rather & Kittrell
Tennessee
$3.75M 39,836 -877 -2%
LW
313
Libra Wealth
California
$3.72M 39,532 – –
FCA
314
FinTrust Capital Advisors
South Carolina
$3.72M 39,458 -4,537 -10%
SIA
315
Soltis Investment Advisors
Utah
$3.67M 39,007 +56 +0.1%
CCMG
316
Clark Capital Management Group
Pennsylvania
$3.65M 38,769 +3,447 +10%
CAL
317
Capital Advisors Ltd
Ohio
$3.65M 38,721 – –
IAA
318
Independent Advisor Alliance
North Carolina
$3.61M 38,320 -195 -0.5%
TWP
319
TFO Wealth Partners
Ohio
$3.58M 36,623 – –
GF
320
Gries Financial
Ohio
$3.57M 37,914 +285 +0.8%
IAG
321
Investment Advisory Group
Massachusetts
$3.55M 37,682 -135 -0.4%
SPA
322
Sentinel Pension Advisors
Massachusetts
$3.54M 37,605 +462 +1%
CW
323
Connectus Wealth
Ohio
$3.52M 37,338 +2,514 +7%
WMA
324
Wealth Management Associates
New Jersey
$3.42M 36,265 -167 -0.5%
EFS
325
Essex Financial Services
Connecticut
$3.39M 35,959 +1,816 +5%
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