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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 %
NCM
376
Northwest Capital Management
Oregon
$2.15M -$427K -5,032 -17%
AL
377
Aspiriant LLC
California
$2.13M – – –
Legacy Financial Group (Iowa)
378
Legacy Financial Group (Iowa)
Iowa
$2.13M +$349K +4,119 +20%
AAP
379
Arax Advisory Partners
Colorado
$2.11M +$663K +7,822 +46%
C
380
Certuity
Florida
$2.11M -$105K -1,243 -5%
SMWM
381
Silvia McColl Wealth Management
California
$2.1M +$2.1M +24,800 New
WCM
382
Windham Capital Management
Massachusetts
$2.1M – – –
STA
383
Summit Trail Advisors
New York
$2.08M – – –
Natixis Advisors
384
Natixis Advisors
Massachusetts
$2.06M +$207K +2,444 +11%
JIC
385
Joel Isaacson & Co
New York
$2.06M +$395K +4,663 +24%
TWA
386
Talisman Wealth Advisors
New Jersey
$2.06M +$2.06M +24,237 New
SHWM
387
Silicon Hills Wealth Management
Texas
$2.03M -$100K -1,184 -5%
SC
388
Sinecera Capital
Texas
$2.03M -$37K -398 -2%
SI
389
Stephens Inc
Arkansas
$2.03M +$339 +4 +0%
MWM
390
MorganRosel Wealth Management
Colorado
$2.01M +$2.01M +23,761 New
AM
391
AGF Management
Ontario, Canada
$1.97M +$1.97M +23,305 New
MAP
392
Milestone Advisory Partners
North Carolina
$1.96M -$60.1K -709 -3%
CFG
393
Carr Financial Group
Massachusetts
$1.94M +$1.94M +22,915 New
GJIA
394
Glass Jacobson Investment Advisors
Maryland
$1.94M +$1.94M +22,851 New
SHFA
395
SC&H Financial Advisors
Maryland
$1.92M -$7.55K -89 -0.4%
QCIG
396
Quad-Cities Investment Group
Iowa
$1.92M -$137K -1,621 -7%
ABC
397
Associated Banc-Corp
Wisconsin
$1.91M -$693K -8,171 -27%
MHR
398
Matthew Hamilton Rosenberg
$1.89M +$554K +6,532 +42%
HWM
399
Hemington Wealth Management
Virginia
$1.87M -$26K -307 -1%
BWP
400
Bernardo Wealth Planning
Pennsylvania
$1.86M -$269K -3,175 -13%
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