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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 %
AAG
301
Avalon Advisory Group
Pennsylvania
$5.76M 54,695 +18 +0%
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$5.75M 54,598 +13,209 +32%
MGIA
303
Matthew Goff Investment Advisor
Texas
$5.74M 54,516 +223 +0.4%
CCM
304
Carlson Capital Management
Minnesota
$5.71M 54,229 +6,820 +14%
BHWM
305
Bar Harbor Wealth Management
New Hampshire
$5.7M 54,180 +69 +0.1%
AWM
306
Apollon Wealth Management
South Carolina
$5.7M 54,167 +41,485 +327%
DA
307
Doliver Advisors
Texas
$5.67M 53,919 -35 -0.1%
SWP
308
Summit Wealth Partners
Florida
$5.64M 53,566 -3,496 -6%
CG
309
Cutler Group
California
$5.57M 52,926 +52,626 +17,542%
FAAM
310
First Ascent Asset Management
Colorado
$5.54M 52,622 +6,087 +13%
AF
311
Advisornet Financial
Minnesota
$5.49M 52,207 +3,084 +6%
VCM
312
Vivaldi Capital Management
Illinois
$5.48M 50,453 +6,009 +14%
HWM
313
Hassell Wealth Management
Louisiana
$5.44M 50,302 +1,277 +3%
PFA
314
Pettinga Financial Advisors
Indiana
$5.4M 51,301 +47,627 +1,296%
WHG
315
Westwood Holdings Group
Texas
$5.36M 50,976 +50,976 New
EFS
316
Essex Financial Services
Connecticut
$5.32M 50,512 +14,553 +40%
MFA
317
Morling Financial Advisors
California
$5.21M 49,535 +5 +0%
CW
318
CreativeOne Wealth
Kansas
$5.19M 49,279 -3,954 -7%
PS
319
Principal Securities
Iowa
$5.16M 49,076 +49,076 New
IF
320
Ironwood Financial
Arizona
$5.09M 48,407 +3,030 +7%
BOH
321
Bank of Hawaii
Hawaii
$5.08M 48,247 -10,070 -17%
BWM
322
BlackDiamond Wealth Management
New York
$5.05M 46,685 -4,954 -10%
WDL
323
Well Done LLC
Michigan
$5M 47,469 +3,214 +7%
SPC
324
Sigma Planning Corp
Michigan
$4.94M 46,940 -86,840 -65%
FCA
325
FinTrust Capital Advisors
South Carolina
$4.72M 44,858 +5,400 +14%
11 12
13
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