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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
PWA
3
Provenance Wealth Advisors
Florida
$170M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$391M
5
Wells Fargo
5
Wells Fargo
California
$4.62B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$124M
3
LWM
3
LJI Wealth Management
Indiana
$74.4M
4
AT
4
American Trust
Kentucky
$785K
5
SW
5
SVB Wealth
Massachusetts
$80.7M
Name Market Value Shares Shares
Change 		Shares
Change %
FPW
326
Flagship Private Wealth
Massachusetts
$3.32M 35,251 -2,042 -5%
NCM
327
New Capital Management
Texas
$3.31M 35,168 +35,168 New
LC
328
LCNB Corp
Ohio
$3.29M 34,900 – –
RSWM
329
Robertson Stephens Wealth Management
California
$3.27M 34,578 +27,385 +381%
PCMC
330
Private Capital Management (Colorado)
Colorado
$3.21M 34,042 -2,338 -6%
KAM
331
Kraft Asset Management
Tennessee
$3.14M 33,334 -1,625 -5%
Bank of Montreal
332
Bank of Montreal
Ontario, Canada
$3.13M 31,557 +6,970 +28%
SS
333
Sunbelt Securities
Texas
$3.13M 33,202 +1,467 +5%
Renaissance Technologies
334
Renaissance Technologies
New York
$3.1M 32,900 +20,500 +165%
Lazard Asset Management
335
Lazard Asset Management
New York
$3.1M 32,865 – –
FAM
336
Forte Asset Management
New York
$3.07M 32,407 +5,517 +21%
HIM
337
Hanlon Investment Management
New Jersey
$3.03M 32,215 – –
JIC
338
Johnson Investment Counsel
Ohio
$3.02M 32,093 +330 +1%
EWM
339
Endowment Wealth Management
Wisconsin
$3.01M 31,969 +2,051 +7%
AAP
340
Arax Advisory Partners
Colorado
$3.01M 31,948 +6,629 +26%
MMA
341
Miracle Mile Advisors
California
$2.98M 31,684 -4,843 -13%
BWA
342
Bordeaux Wealth Advisors
California
$2.98M 31,674 – –
WWM
343
Western Wealth Management
Colorado
$2.95M 31,289 +2,866 +10%
AFO
344
Allie Family Office
Florida
$2.94M 31,196 – –
SCA
345
Snowden Capital Advisors
New York
$2.93M 31,114 -933 -3%
SFG
346
StrategIQ Financial Group
Indiana
$2.92M 30,972 -528 -2%
WIA
347
World Investment Advisors
California
$2.91M 30,786 +10,390 +51%
NFC
348
Northeast Financial Consultants
Connecticut
$2.86M 30,350 +30,350 New
WMS
349
Wealth Management Solutions
Pennsylvania
$2.83M 30,093 -336 -1%
MBT
350
Montecito Bank & Trust
California
$2.82M 29,954 -283 -0.9%
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