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

1,071 hedge funds and large institutions have $27B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 378 increasing their positions, 411 reducing their positions, and 39 closing their positions.

Holders
1,071
Holders Change
+21
Holders Change %
+2%
% of All Funds
16.89%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
2.24%
New
66
Increased
378
Reduced
411
Closed
39
Calls
$14.7M
Puts
$1.04M
Net Calls
+$13.6M
Net Calls Change
+$4.15M

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$359M
2
RCG
2
Rock Creek Group
District of Columbia
$156M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$349M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$157M
5
Cerity Partners
5
Cerity Partners
New York
$223M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$139M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$1.45B
3
Wells Fargo
3
Wells Fargo
California
$4.69B
4
Betterment LLC
4
Betterment LLC
New York
$1.31B
5
CAM
5
Cresset Asset Management
Illinois
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WMA
326
Wealth Management Associates
New Jersey
$3.56M 36,432 -529 -1%
PCMC
327
Private Capital Management (Colorado)
Colorado
$3.56M 36,380 -80 -0.2%
CCMG
328
Clark Capital Management Group
Pennsylvania
$3.46M 35,322 -49,810 -59%
KAM
329
Kraft Asset Management
Tennessee
$3.42M 34,959 -1,208 -3%
LC
330
LCNB Corp
Ohio
$3.41M 34,900 +1,240 +4%
CW
331
Connectus Wealth
Ohio
$3.41M 34,824 +10 +0%
EFS
332
Essex Financial Services
Connecticut
$3.34M 34,143 +874 +3%
Wealth Enhancement Advisory Services
333
Wealth Enhancement Advisory Services
Minnesota
$3.33M 34,056 +2,438 +8%
Qube Research & Technologies (QRT)
334
Qube Research & Technologies (QRT)
United Kingdom
$3.23M 99,758 +97,985 +5,527%
Lazard Asset Management
335
Lazard Asset Management
New York
$3.22M 32,865 – –
GIA
336
Gladstone Institutional Advisory
Florida
$3.18M 32,474 -5,690 -15%
BRWA
337
B. Riley Wealth Advisors
Florida
$3.17M 32,406 -10,223 -24%
HIM
338
Hanlon Investment Management
New Jersey
$3.15M 32,215 – –
SCA
339
Snowden Capital Advisors
New York
$3.14M 32,047 -211 -0.7%
JIC
340
Johnson Investment Counsel
Ohio
$3.11M 31,763 +654 +2%
SS
341
Sunbelt Securities
Texas
$3.1M 31,735 +1,187 +4%
BWA
342
Bordeaux Wealth Advisors
California
$3.1M 31,674 – –
SFG
343
StrategIQ Financial Group
Indiana
$3.08M 31,500 -1,251 -4%
SFG
344
Sowa Financial Group
Rhode Island
$3.07M 31,365 -7,911 -20%
AFO
345
Allie Family Office
Florida
$3.05M 31,196 +670 +2%
PTC
346
Private Trust Company
Ohio
$3.02M 30,853 +170 +0.6%
Bessemer Group
347
Bessemer Group
New Jersey
$3M 30,627 -119 -0.4%
GEA
348
Glen Eagle Advisors
New Jersey
$2.98M 30,470 -281 -0.9%
WMS
349
Wealth Management Solutions
Pennsylvania
$2.98M 30,429 -22,258 -42%
MBT
350
Montecito Bank & Trust
California
$2.96M 30,237 -427 -1%
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