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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
Wealthfront Advisers
3
Wealthfront Advisers
California
$391M
4
Wells Fargo
4
Wells Fargo
California
$4.62B
5
Osaic Holdings
5
Osaic Holdings
Arizona
$209M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$124M
2
LWM
2
LJI Wealth Management
Indiana
$74.4M
3
AT
3
American Trust
Kentucky
$785K
4
SW
4
SVB Wealth
Massachusetts
$80.7M
5
EK
5
Evensky & Katz
Florida
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
351
Consolidated Planning Corp
Georgia
$2.82M -$8.48K -90 -0.3%
Bessemer Group
352
Bessemer Group
New Jersey
$2.82M -$65.9K -700 -2%
GIA
353
Gladstone Institutional Advisory
Florida
$2.81M -$246K -2,611 -8%
GEA
354
Glen Eagle Advisors
New Jersey
$2.81M -$58.4K -620 -2%
SFG
355
Sowa Financial Group
Rhode Island
$2.8M -$154K -1,631 -5%
WPC
356
Wedmont Private Capital
Pennsylvania
$2.79M +$100K +1,052 +4%
OIA
357
OneDigital Investment Advisors
Kansas
$2.76M -$33.3K -354 -1%
PTC
358
Private Trust Company
Ohio
$2.75M -$156K -1,654 -5%
TGAM
359
TBH Global Asset Management
Tennessee
$2.73M -$70.6K -750 -3%
CP
360
Capital Planning
Washington
$2.73M +$15.3K +162 +0.6%
WWM
361
Windsor Wealth Management
Indiana
$2.72M +$18.7K +198 +0.7%
PA
362
PFG Advisors
Arizona
$2.72M +$5.65K +60 +0.2%
AWM
363
Adams Wealth Management
Utah
$2.7M -$24.2K -257 -0.9%
DAS
364
Dynamic Advisor Solutions
Arizona
$2.68M +$1.77M +18,762 +194%
MAP
365
Milestone Advisory Partners
North Carolina
$2.64M +$352K +3,734 +15%
LI
366
LVZ Inc
Michigan
$2.62M +$143K +1,523 +6%
SIAS
367
Summit Investment Advisory Services
Minnesota
$2.62M – – –
STA
368
Summit Trail Advisors
New York
$2.61M – – –
TFM
369
TFC Financial Management
Massachusetts
$2.58M +$22.5K +239 +0.9%
CA
370
Clearstead Advisors
Ohio
$2.58M +$1.28M +13,560 +98%
C
371
Certuity
Florida
$2.57M – – –
ATPW
372
Ashton Thomas Private Wealth
Arizona
$2.56M +$136K +1,440 +6%
PNC Financial Services Group
373
PNC Financial Services Group
Pennsylvania
$2.56M -$50.4K -535 -2%
VFP
374
Verus Financial Partners
Virginia
$2.51M +$11.9K +126 +0.5%
BCPWM
375
Bradley & Co Private Wealth Management
Florida
$2.5M -$43.9K -466 -2%
13 14
15
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