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

1,050 hedge funds and large institutions have $24.3B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 368 increasing their positions, 412 reducing their positions, and 58 closing their positions.

Holders
1,050
Holders Change
-13
Holders Change %
-1.22%
% of All Funds
16.81%
Holding in Top 10
133
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.64%
% of All Funds
2.13%
New
78
Increased
368
Reduced
412
Closed
58
Calls
$11.8M
Puts
$2.3M
Net Calls
+$9.5M
Net Calls Change
+$293K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$255M
2
Cerity Partners
2
Cerity Partners
New York
$162M
3
Stifel Financial
3
Stifel Financial
Missouri
$267M
4
CS
4
Cisco Systems
California
$319M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$40.8M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
BlackRock
2
BlackRock
New York
$3.61B
3
SWM
3
SigFig Wealth Management
California
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.42B
Name Market Value Shares Shares
Change 		Shares
Change %
CW
326
Connectus Wealth
Ohio
$3.15M 34,814 +21,365 +159%
TGAM
327
TBH Global Asset Management
Tennessee
$3.08M 33,962 -1,032 -3%
LC
328
LCNB Corp
Ohio
$3.05M 33,660 -100 -0.3%
Bank of Montreal
329
Bank of Montreal
Ontario, Canada
$3.02M 33,304 +1,968 +6%
EFS
330
Essex Financial Services
Connecticut
$3.01M 33,269 -78 -0.2%
Lazard Asset Management
331
Lazard Asset Management
New York
$2.98M 32,865 – –
SFG
332
StrategIQ Financial Group
Indiana
$2.97M 32,751 -680 -2%
WWM
333
Windsor Wealth Management
Indiana
$2.92M 32,379 -493 -1%
SCA
334
Snowden Capital Advisors
New York
$2.92M 32,258 -6,177 -16%
HIM
335
Hanlon Investment Management
New Jersey
$2.92M 32,215 – –
RA
336
RFG Advisory
Alabama
$2.87M 31,715 +1,842 +6%
BWA
337
Bordeaux Wealth Advisors
California
$2.87M 31,674 – –
Susquehanna International Group
338
Susquehanna International Group
Pennsylvania
$2.86M 31,624 +31,624 New
Wealth Enhancement Advisory Services
339
Wealth Enhancement Advisory Services
Minnesota
$2.86M 31,618 +5,556 +21%
AWM
340
Adams Wealth Management
Utah
$2.85M 31,486 -1,293 -4%
JIC
341
Johnson Investment Counsel
Ohio
$2.82M 31,109 -28 -0.1%
CPC
342
Consolidated Planning Corp
Georgia
$2.8M 30,900 -2,580 -8%
GEA
343
Glen Eagle Advisors
New Jersey
$2.78M 30,751 -387 -1%
Bessemer Group
344
Bessemer Group
New Jersey
$2.78M 30,746 +28,268 +1,141%
PTC
345
Private Trust Company
Ohio
$2.78M 30,683 +1,084 +4%
AWM
346
Apollon Wealth Management
South Carolina
$2.78M 30,680 +17,201 +128%
MBT
347
Montecito Bank & Trust
California
$2.78M 30,664 -1,130 -4%
AFO
348
Allie Family Office
Florida
$2.76M 30,526 +4,660 +18%
SWM
349
Spire Wealth Management
Virginia
$2.76M 30,428 -7,248 -19%
AIA
350
Avalon Investment & Advisory
Texas
$2.73M 30,133 +324 +1%
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