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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 %
QCIG
426
Quad-Cities Investment Group
Iowa
$2.08M -$18.1K -185 -0.9%
RIA
427
Realta Investment Advisors
Delaware
$2.06M -$17.5K -179 -0.8%
Luther King Capital Management (LKCM)
428
Luther King Capital Management (LKCM)
Texas
$2.04M -$2.32M – –
IAS
429
Insigneo Advisory Services
Florida
$2.03M +$1.49M +15,229 +276%
TA
430
TKG Advisors
Indiana
$2M +$98 +1 +0%
WIA
431
World Investment Advisors
California
$2M +$495K +5,057 +33%
MWM
432
Maltin Wealth Management
New Jersey
$1.99M -$28.8K -294 -1%
AC
433
Apella Capital
Connecticut
$1.99M +$1.99M +20,355 New
MFA
434
Mayflower Financial Advisors
Massachusetts
$1.98M -$18K -184 -0.9%
Brown Advisory
435
Brown Advisory
Maryland
$1.98M +$28.8K +294 +1%
TF
436
TIAA FSB
Florida
$1.98M +$37.5K +383 +2%
LNC
437
Lincoln National Corp
Pennsylvania
$1.95M +$417K +4,263 +27%
MSWM
438
McGlone Suttner Wealth Management
Wisconsin
$1.94M -$4.79K -49 -0.2%
CPA
439
Cardiff Park Advisors
California
$1.94M -$1.47K -15 -0.1%
FA
440
Fiduciary Alliance
South Carolina
$1.94M -$226K -2,313 -10%
PP
441
Prosperity Planning
Missouri
$1.93M -$1.08K -11 -0.1%
WE
442
Wealth Effects
Massachusetts
$1.93M -$12.5K -128 -0.6%
TRCT
443
Tower Research Capital (TRC)
New York
$1.93M +$1.72M +17,531 +810%
ZIC
444
ZWJ Investment Counsel
Georgia
$1.89M -$178K -1,821 -9%
RCG
445
Regatta Capital Group
California
$1.88M -$862K -8,810 -31%
NEWAS
446
N.E.W. Advisory Services
Wisconsin
$1.87M +$50.7K +518 +3%
KA
447
Kovack Advisors
Florida
$1.86M -$8.32K -85 -0.4%
BFA
448
Buttonwood Financial Advisors
Maryland
$1.85M +$1.85M +18,888 New
RWM
449
Ritholtz Wealth Management
New York
$1.82M +$826K +8,444 +83%
AWA
450
Aaron Wealth Advisors
Illinois
$1.82M – – –
16 17
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