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

1,173 hedge funds and large institutions have $31.1B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 449 increasing their positions, 364 reducing their positions, and 57 closing their positions.

Holders
1,173
Holders Change
+104
Holders Change %
+9.73%
% of All Funds
17.2%
Holding in Top 10
158
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.86%
% of All Funds
2.32%
New
181
Increased
449
Reduced
364
Closed
57
Calls
$22M
Puts
$3.49M
Net Calls
+$18.5M
Net Calls Change
+$8.43M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.26B
2
AG
2
AlTi Global
New York
$228M
3
BlackRock
3
BlackRock
New York
$4.4B
4
AC
4
Adroit Compliance
$102M
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$96.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$898M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$171M
3
TLIC
3
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$228M
5
SW
5
SVB Wealth
Massachusetts
$40.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
351
Capital Advisors Ltd
Ohio
$3.9M 37,089 -1,632 -4%
NI
352
NYL Investors
New York
$3.89M 36,994 +11,100 +43%
BCPWM
353
Bradley & Co Private Wealth Management
Florida
$3.79M 36,057 +9,489 +36%
WMA
354
Wealth Management Associates
New Jersey
$3.78M 35,934 -331 -0.9%
FPW
355
Flagship Private Wealth
Massachusetts
$3.72M 35,383 +132 +0.4%
CW
356
Connectus Wealth
Ohio
$3.72M 35,339 -1,999 -5%
NCM
357
New Capital Management
Texas
$3.7M 35,168 – –
LC
358
LCNB Corp
Ohio
$3.67M 34,900 – –
JIC
359
Johnson Investment Counsel
Ohio
$3.67M 34,870 +2,777 +9%
GIA
360
Gladstone Institutional Advisory
Florida
$3.66M 34,758 +4,895 +16%
KAM
361
Kraft Asset Management
Tennessee
$3.61M 34,313 +979 +3%
Citadel Advisors
362
Citadel Advisors
Florida
$3.61M 34,303 +34,303 New
RSWM
363
Robertson Stephens Wealth Management
California
$3.59M 34,149 -429 -1%
USWIA
364
UP Strategic Wealth Investment Advisors
Pennsylvania
$3.57M 33,902 +33,902 New
PCMC
365
Private Capital Management (Colorado)
Colorado
$3.57M 33,887 -155 -0.5%
FFA
366
Farther Finance Advisors
California
$3.56M 33,858 +24,054 +245%
AAP
367
Arax Advisory Partners
Colorado
$3.53M 33,584 +1,636 +5%
AC
368
Apella Capital
Connecticut
$3.53M 34,179 +10,268 +43%
SS
369
Sunbelt Securities
Texas
$3.52M 33,458 +256 +0.8%
KWM
370
Keating Wealth Management
Colorado
$3.52M 33,457 +33,457 New
SEM
371
Strategic Equity Management
Arizona
$3.51M 33,332 -37,782 -53%
SCA
372
Snowden Capital Advisors
New York
$3.48M 33,068 +1,954 +6%
Lazard Asset Management
373
Lazard Asset Management
New York
$3.46M 32,865 – –
EWM
374
Endowment Wealth Management
Wisconsin
$3.42M 32,537 +568 +2%
WWM
375
Western Wealth Management
Colorado
$3.39M 32,251 +962 +3%
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