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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 %
PCM
401
Prelude Capital Management
New York
$2.29M +$2.29M +23,358 New
FAM
402
Family Asset Management
South Carolina
$2.27M -$371K -3,790 -14%
KFS
403
Kelly Financial Services
Massachusetts
$2.26M -$4.62M -47,261 -67%
Citigroup
404
Citigroup
New York
$2.25M +$2.17M +22,191 +2,706%
SI
405
Stephens Inc
Arkansas
$2.25M -$92K -940 -4%
SFG
406
Snider Financial Group
Washington
$2.24M +$433K +4,425 +24%
VFA
407
Valeo Financial Advisors
Indiana
$2.24M +$369K +3,773 +20%
NCM
408
Northwest Capital Management
Oregon
$2.24M -$3.03K -31 -0.1%
TWA
409
Talisman Wealth Advisors
New Jersey
$2.24M -$133K -1,356 -6%
SS
410
Simplicity Solutions
Minnesota
$2.24M -$1.73M -17,672 -44%
BFG
411
Bleakley Financial Group
New Jersey
$2.24M +$145K +1,484 +7%
SHFA
412
SC&H Financial Advisors
Maryland
$2.21M +$12.8K +131 +0.6%
SIC
413
Sigma Investment Counselors
Michigan
$2.21M +$218K +2,231 +11%
KOMWMG
414
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.2M -$373K -3,812 -15%
JWCA
415
J.W. Cole Advisors
Florida
$2.19M +$97.7K +999 +5%
SC
416
Savant Capital
Illinois
$2.19M -$28.2K -288 -1%
ABC
417
Associated Banc-Corp
Wisconsin
$2.18M +$11.9K +122 +0.6%
CWM
418
Centurion Wealth Management
Virginia
$2.16M +$4.7K +48 +0.2%
HWM
419
Hemington Wealth Management
Virginia
$2.15M – – –
AM
420
AGF Management
Ontario, Canada
$2.15M -$46.5K -475 -2%
SC
421
Sinecera Capital
Texas
$2.14M – – –
BWP
422
Bernardo Wealth Planning
Pennsylvania
$2.13M -$11.5K -118 -0.5%
HS
423
Horan Securities
United States
$2.13M +$2.07M +21,156 +3,568%
FNBTCON
424
First National Bank & Trust Co of Newtown
Pennsylvania
$2.11M – – –
NB
425
Northwest Bancshares
Pennsylvania
$2.11M -$9.78K -100 -0.5%
15 16
17
18 19