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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 %
CMS
376
Capital Market Strategies
Florida
$2.49M +$20.6K +222 +0.8%
RA
377
RFG Advisory
Alabama
$2.48M -$126K -1,338 -5%
JFG
378
Jefferies Financial Group
New York
$2.47M +$2.47M +26,209 New
FCP
379
Fidelis Capital Partners
Florida
$2.46M +$115K +1,221 +5%
NI
380
NYL Investors
New York
$2.44M -$37.7K -400 -2%
CFG
381
Carr Financial Group
Massachusetts
$2.43M -$148K -1,552 -6%
JIC
382
Joel Isaacson & Co
New York
$2.39M +$92K +977 +4%
TSWM
383
Tyler-Stone Wealth Management
Ohio
$2.39M -$120K -1,278 -5%
GJIA
384
Glass Jacobson Investment Advisors
Maryland
$2.38M +$43.3K +460 +2%
WCM
385
Windham Capital Management
Massachusetts
$2.37M – – –
MYIA
386
Mount Yale Investment Advisors
Colorado
$2.35M +$112K +1,189 +5%
EW
387
Element Wealth
Mississippi
$2.34M +$43K +456 +2%
SMWM
388
Silvia McColl Wealth Management
California
$2.34M – – –
BFA
389
Buttonwood Financial Advisors
Maryland
$2.32M +$538K +5,716 +30%
IWM
390
IHT Wealth Management
Illinois
$2.31M -$224K -2,382 -9%
BPWM
391
Badgley Phelps Wealth Managers
Washington
$2.31M – – –
PFM
392
Phillips Financial Management
Indiana
$2.28M -$59.6K -633 -3%
RFG
393
RFP Financial Group
Georgia
$2.26M +$24.1K +256 +1%
SIC
394
Samalin Investment Counsel
New York
$2.26M +$589K +6,253 +35%
JWCA
395
J.W. Cole Advisors
Florida
$2.26M +$147K +1,556 +7%
AC
396
Apella Capital
Connecticut
$2.25M +$335K +3,556 +17%
BRWA
397
B. Riley Wealth Advisors
Florida
$2.25M -$816K -8,619 -27%
TIAA Trust, National Association
398
TIAA Trust, National Association
North Carolina
$2.24M +$2.24M +23,785 New
SHFA
399
SC&H Financial Advisors
Maryland
$2.21M +$80.4K +854 +4%
SIC
400
Sigma Investment Counselors
Michigan
$2.2M +$78.7K +835 +4%
14 15
16
17 18