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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
+$175M
2
Betterment LLC
Betterment LLC
New York
+$118M
3
AWA
Arete Wealth Advisors
Illinois
+$106M
4
BP
Ballentine Partners
Massachusetts
+$73.3M
5
AIM
Allen Investment Management
New York
+$49.1M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$324M
2
BlackRock
BlackRock
New York
-$275M
3
Osaic Holdings
Osaic Holdings
Arizona
-$143M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$140M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
426
GSB Wealth Management
Connecticut
$1.64M -$1.87K -22 -0.1%
VFA
427
Valeo Financial Advisors
Indiana
$1.63M +$217K +2,555 +15%
WH
428
Whitcomb & Hess
Ohio
$1.63M -$64.7K -763 -4%
MWM
429
Maltin Wealth Management
New Jersey
$1.61M -$50.5K -595 -3%
SFG
430
Snider Financial Group
Washington
$1.59M -$35.7K -421 -2%
EW
431
Evoke Wealth
California
$1.59M +$170 +2 +0%
AWA
432
Aaron Wealth Advisors
Illinois
$1.58M +$18.1K +214 +1%
CPA
433
Cardiff Park Advisors
California
$1.57M -$1.81M -21,400 -54%
TP
434
Tranquility Partners
Tennessee
$1.56M -$24.1K -284 -2%
OFG
435
Oxford Financial Group
Indiana
$1.56M – – –
IAN
436
Integrated Advisors Network
Texas
$1.54M +$3.31K +39 +0.2%
PTB
437
Pioneer Trust Bank
Oregon
$1.53M -$594K -7,000 -28%
WFAG
438
Wescott Financial Advisory Group
Pennsylvania
$1.52M -$3.14K -37 -0.2%
WMWM
439
Whitaker-Myers Wealth Managers
Ohio
$1.5M +$1.5M +17,673 New
NEWAS
440
N.E.W. Advisory Services
Wisconsin
$1.49M +$130K +1,537 +10%
PI
441
Parkside Investments
Illinois
$1.49M – – –
PFA
442
Pinnacle Family Advisors
Missouri
$1.47M -$5.94K -70 -0.4%
SWM
443
SFG Wealth Management
Maryland
$1.45M -$728K -8,581 -33%
SMA
444
Sage Mountain Advisors
Georgia
$1.43M -$313K -3,693 -18%
HC
445
Hamilton Capital
Ohio
$1.43M – – –
VC
446
Vicus Capital
Pennsylvania
$1.42M +$239K +2,817 +20%
HPM
447
Hoxton Planning & Management
West Virginia
$1.41M +$1.41M +16,681 New
AIC
448
Archer Investment Corporation
Indiana
$1.4M +$170 +2 +0%
PFM
449
Peak Financial Management
Massachusetts
$1.39M +$22.8K +269 +2%
LWM
450
Ledge Wealth Management
Minnesota
$1.38M +$554K +6,537 +68%
16 17
18
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