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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.

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

Top Sellers

1
UBS AM
UBS AM
Illinois
$0
2
BlackRock
BlackRock
New York
$3.76B
3
Osaic Holdings
Osaic Holdings
Arizona
$126M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$324M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
351
Avalon Investment & Advisory
Texas
$2.53M -$198K -2,339 -7%
PFM
352
Phillips Financial Management
Indiana
$2.51M -$185K -2,180 -7%
PTC
353
Private Trust Company
Ohio
$2.51M +$180K +2,121 +8%
WWM
354
Western Wealth Management
Colorado
$2.49M -$2.5M -29,515 -50%
Luther King Capital Management (LKCM)
355
Luther King Capital Management (LKCM)
Texas
$2.48M -$2.53M – –
TFO
356
Tarbox Family Office
California
$2.46M +$885K +10,441 +56%
NI
357
NYL Investors
New York
$2.42M +$33.9K +400 +1%
CP
358
Capital Planning
Washington
$2.42M +$166K +1,960 +7%
FAM
359
Forte Asset Management
New York
$2.42M +$2.1M +24,722 +650%
VFP
360
Verus Financial Partners
Virginia
$2.38M +$11.3K +125 +0.5%
GG
361
Gofen & Glossberg
Illinois
$2.38M -$158K -1,861 -6%
RCG
362
Regatta Capital Group
California
$2.38M +$563K +6,642 +31%
SIAS
363
Summit Investment Advisory Services
Minnesota
$2.37M +$2.37M +27,964 New
LAS
364
Lloyd Advisory Services
Georgia
$2.37M -$1.21M -14,250 -34%
FAAM
365
First Ascent Asset Management
Colorado
$2.35M -$562K -6,625 -19%
VCM
366
Vivaldi Capital Management
Illinois
$2.33M -$43.2K -502 -2%
Wealth Enhancement Advisory Services
367
Wealth Enhancement Advisory Services
Minnesota
$2.33M -$208K -2,333 -8%
BCPWM
368
Bradley & Co Private Wealth Management
Florida
$2.29M +$144K +1,700 +7%
CMS
369
Capital Market Strategies
Florida
$2.28M -$12.5K -147 -0.5%
TFM
370
TFC Financial Management
Massachusetts
$2.27M -$99.7K -1,176 -4%
PA
371
PFG Advisors
Arizona
$2.24M -$108K -1,271 -5%
TSWM
372
Tyler-Stone Wealth Management
Ohio
$2.22M +$227K +2,678 +11%
AFO
373
Allie Family Office
Florida
$2.19M +$235K +2,767 +12%
RFG
374
RFP Financial Group
Georgia
$2.18M +$2.18M +25,678 New
OIA
375
OneDigital Investment Advisors
Kansas
$2.18M -$38K -448 -2%
13 14
15
16 17