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

1,071 hedge funds and large institutions have $27B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 378 increasing their positions, 411 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+21
Holders Change %
+2%
% of All Funds
16.89%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
2.24%
New
66
Increased
378
Reduced
411
Closed
39
Calls
$14.7M
Puts
$1.04M
Net Calls
+$13.6M
Net Calls Change
+$4.15M

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$359M
2
RCG
2
Rock Creek Group
District of Columbia
$156M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$349M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$157M
5
Cerity Partners
5
Cerity Partners
New York
$223M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$139M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$1.45B
3
Wells Fargo
3
Wells Fargo
California
$4.69B
4
Betterment LLC
4
Betterment LLC
New York
$1.31B
5
CAM
5
Cresset Asset Management
Illinois
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMS
376
Capital Market Strategies
Florida
$2.61M -$4.79K -49 -0.2%
TSWM
377
Tyler-Stone Wealth Management
Ohio
$2.61M +$2.61M +26,667 New
LI
378
LVZ Inc
Michigan
$2.58M +$26.8K +274 +1%
NI
379
NYL Investors
New York
$2.57M +$68.5K +700 +3%
ATPW
380
Ashton Thomas Private Wealth
Arizona
$2.52M -$136K -1,385 -5%
Millennium Management
381
Millennium Management
New York
$2.49M +$2.49M +25,445 New
AAP
382
Arax Advisory Partners
Colorado
$2.48M +$37.3K +381 +2%
AWE
383
Avidian Wealth Enterprises
Texas
$2.47M -$7.95M -81,259 -76%
WCM
384
Windham Capital Management
Massachusetts
$2.46M – – –
CM
385
Columbus Macro
Pennsylvania
$2.46M +$679K +6,557 +38%
FCP
386
Fidelis Capital Partners
Florida
$2.44M +$185K +1,886 +8%
SMA
387
Sage Mountain Advisors
Georgia
$2.43M – – –
PFM
388
Phillips Financial Management
Indiana
$2.43M -$104K -1,068 -4%
GJIA
389
Glass Jacobson Investment Advisors
Maryland
$2.43M +$2.43M +24,811 New
SMWM
390
Silvia McColl Wealth Management
California
$2.43M – – –
Bank of Montreal
391
Bank of Montreal
Ontario, Canada
$2.41M -$855K -8,717 -26%
BPWM
392
Badgley Phelps Wealth Managers
Washington
$2.4M -$290K -2,965 -11%
JIC
393
Joel Isaacson & Co
New York
$2.39M +$7.04K +72 +0.3%
EW
394
Element Wealth
Mississippi
$2.39M +$326K +3,334 +16%
WAP
395
Wealthcare Advisory Partners
Pennsylvania
$2.38M -$300K -3,064 -11%
MAP
396
Milestone Advisory Partners
North Carolina
$2.38M +$92.3K +943 +4%
AL
397
Aspiriant LLC
California
$2.34M -$84.4K -863 -3%
MYIA
398
Mount Yale Investment Advisors
Colorado
$2.33M +$112K +1,146 +5%
RFG
399
RFP Financial Group
Georgia
$2.32M -$49.9K -510 -2%
Legacy Financial Group (Iowa)
400
Legacy Financial Group (Iowa)
Iowa
$2.31M -$151K -1,540 -6%
14 15
16
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