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

1,063 hedge funds and large institutions have $24.6B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 362 increasing their positions, 368 reducing their positions, and 61 closing their positions.

Holders
1,063
Holders Change
+86
Holders Change %
+8.8%
% of All Funds
17.15%
Holding in Top 10
144
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.63%
% of All Funds
2.32%
New
173
Increased
362
Reduced
368
Closed
61
Calls
$14.2M
Puts
$4.97M
Net Calls
+$9.21M
Net Calls Change
+$167K

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$300M
2
Betterment LLC
2
Betterment LLC
New York
$1.15B
3
AWA
3
Arete Wealth Advisors
Illinois
$594M
4
BP
4
Ballentine Partners
Massachusetts
$265M
5
AIM
5
Allen Investment Management
New York
$52.4M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
BlackRock
2
BlackRock
New York
$3.76B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$126M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$324M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
326
New Capital Management
Texas
$2.98M – – –
TGAM
327
TBH Global Asset Management
Tennessee
$2.97M -$170K -2,009 -5%
IAG
328
Investment Advisory Group
Massachusetts
$2.93M +$107K +1,264 +4%
AF
329
Advisornet Financial
Minnesota
$2.86M +$749K +8,832 +35%
LC
330
LCNB Corp
Ohio
$2.86M +$84.8K +1,000 +3%
CPC
331
Consolidated Planning Corp
Georgia
$2.84M -$467K -5,505 -14%
SFG
332
StrategIQ Financial Group
Indiana
$2.83M -$304K -3,588 -10%
WWM
333
Windsor Wealth Management
Indiana
$2.83M +$6.88K +80 +0.2%
EFS
334
Essex Financial Services
Connecticut
$2.83M -$33.3K -393 -1%
RPGK
335
Retirement Planning Group (Kansas)
Kansas
$2.8M +$761K +8,979 +37%
Lazard Asset Management
336
Lazard Asset Management
New York
$2.79M – – –
AWM
337
Adams Wealth Management
Utah
$2.78M +$5.6K +66 +0.2%
Rockefeller Capital Management
338
Rockefeller Capital Management
New York
$2.77M -$204K -2,412 -7%
RA
339
RFG Advisory
Alabama
$2.75M -$270K -2,926 -9%
HIM
340
Hanlon Investment Management
New Jersey
$2.73M – – –
MBT
341
Montecito Bank & Trust
California
$2.7M -$64.2K -757 -2%
BWA
342
Bordeaux Wealth Advisors
California
$2.69M -$8.14K -96 -0.3%
Bank of Montreal
343
Bank of Montreal
Ontario, Canada
$2.66M -$200K -2,360 -7%
GEA
344
Glen Eagle Advisors
New Jersey
$2.64M -$40.9K -482 -2%
JIC
345
Johnson Investment Counsel
Ohio
$2.64M +$24.8K +293 +0.9%
DWM
346
Dakota Wealth Management
Florida
$2.59M +$364K +4,292 +16%
LI
347
LVZ Inc
Michigan
$2.59M +$113K +1,332 +5%
SS
348
Sunbelt Securities
Texas
$2.58M +$76.2K +898 +3%
FAM
349
Family Asset Management
South Carolina
$2.56M +$2.56M +30,231 New
BAM
350
Belpointe Asset Management
Nevada
$2.55M -$714K -8,415 -22%
12 13
14
15 16