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

977 hedge funds and large institutions have $23.1B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 368 increasing their positions, 355 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
-13
Holders Change %
-1.31%
% of All Funds
16.89%
Holding in Top 10
129
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.73%
% of All Funds
2.23%
New
63
Increased
368
Reduced
355
Closed
64
Calls
$12.8M
Puts
$3.79M
Net Calls
+$9.04M
Net Calls Change
+$1.19M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$324M
2
TA
2
Tiedemann Advisors
New York
$172M
3
BlackRock
3
BlackRock
New York
$3.78B
4
Morgan Stanley
4
Morgan Stanley
New York
$885M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$34.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$435M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$253M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$49.2M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$21.3M
5
PCA
5
Personal Capital Advisors
California
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
426
Wedmont Private Capital
Pennsylvania
$1.35M – – –
WAL
427
W Advisors LLC
Tennessee
$1.34M +$39.9K +502 +3%
HC
428
Hamilton Capital
Ohio
$1.34M – – –
VFA
429
Valeo Financial Advisors
Indiana
$1.33M +$94.5K +1,188 +8%
AIC
430
Archer Investment Corporation
Indiana
$1.31M +$159 +2 +0%
FPCG
431
Fort Pitt Capital Group
Pennsylvania
$1.29M -$33.5K -421 -3%
PFM
432
Peak Financial Management
Massachusetts
$1.28M +$97.4K +1,225 +8%
DWP
433
Destiny Wealth Partners
Florida
$1.28M – – –
IC
434
Inverness Counsel
New York
$1.28M -$1.38M – –
NEWAS
435
N.E.W. Advisory Services
Wisconsin
$1.28M +$149K +1,878 +13%
SIC
436
Samalin Investment Counsel
New York
$1.27M +$23.5K +296 +2%
MHR
437
Matthew Hamilton Rosenberg
$1.25M +$786K +9,878 +169%
SIC
438
Sigma Investment Counselors
Michigan
$1.24M +$486K +6,107 +65%
AW
439
ACG Wealth
Georgia
$1.22M +$156K +1,964 +15%
GPA
440
Guidance Point Advisors
Massachusetts
$1.22M +$80 +1 +0%
SC
441
Sinecera Capital
Texas
$1.21M +$381K +6,970 +46%
DE
442
Day & Ennis
Georgia
$1.21M – – –
WWM
443
WJ Wealth Management
Arizona
$1.2M -$95.5K -1,198 -7%
RC
444
RegentAtlantic Capital
New Jersey
$1.19M +$867K +10,900 +271%
SWM
445
Sugarloaf Wealth Management
Georgia
$1.19M -$53.2K -668 -4%
WIA
446
World Investment Advisors
California
$1.19M – – –
KA
447
Klingman & Associates
New York
$1.19M +$152K +1,915 +15%
EWM
448
EPG Wealth Management
Georgia
$1.18M -$144K -1,805 -11%
ICG
449
InterOcean Capital Group
Tennessee
$1.18M – – –
AAM
450
Autus Asset Management
Arizona
$1.14M -$27.1K -341 -2%
16 17
18
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