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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
17.04%
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
Charles Schwab
California
$887M
2
Empower Advisory Group
Empower Advisory Group
Colorado
$249M
3
Wealthfront Advisers
Wealthfront Advisers
California
$391M
4
Wells Fargo
Wells Fargo
California
$4.62B
5
Osaic Holdings
Osaic Holdings
Arizona
$209M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$124M
2
LWM
LJI Wealth Management
Indiana
$74.4M
3
AT
American Trust
Kentucky
$785K
4
SW
SVB Wealth
Massachusetts
$80.7M
5
EK
Evensky & Katz
Florida
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBTCON
426
First National Bank & Trust Co of Newtown
Pennsylvania
$1.92M -$113K -1,200 -6%
FIA
427
Foundations Investment Advisors
Arizona
$1.9M +$1.07M +11,351 +129%
MWM
428
Maltin Wealth Management
New Jersey
$1.89M -$28.5K -303 -1%
IAS
429
Insigneo Advisory Services
Florida
$1.89M -$71.7K -758 -4%
LNC
430
Lincoln National Corp
Pennsylvania
$1.88M +$7.91K +84 +0.4%
QCIG
431
Quad-Cities Investment Group
Iowa
$1.88M -$122K -1,290 -6%
ZIC
432
ZWJ Investment Counsel
Georgia
$1.88M +$58.2K +618 +3%
FA
433
Fiduciary Alliance
South Carolina
$1.88M +$8.29K +88 +0.4%
NEWAS
434
N.E.W. Advisory Services
Wisconsin
$1.87M +$69.2K +735 +4%
ABC
435
Associated Banc-Corp
Wisconsin
$1.86M -$234K -2,483 -11%
WE
436
Wealth Effects
Massachusetts
$1.86M +$3.39K +36 +0.2%
PP
437
Prosperity Planning
Missouri
$1.86M -$2.92K -31 -0.2%
RLWM
438
RF&L Wealth Management
Massachusetts
$1.84M +$292K +3,097 +19%
MFA
439
Mayflower Financial Advisors
Massachusetts
$1.83M -$75.8K -805 -4%
VFA
440
Valeo Financial Advisors
Indiana
$1.83M -$332K -3,529 -15%
Millennium Management
441
Millennium Management
New York
$1.8M -$598K -6,349 -25%
RWM
442
Ritholtz Wealth Management
New York
$1.8M +$42.9K +455 +2%
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$1.79M +$420K +4,459 +31%
TP
444
Tranquility Partners
Tennessee
$1.78M +$28.7K +305 +2%
BIP
445
Blueprint Investment Partners
North Carolina
$1.78M +$268K +2,846 +18%
KA
446
Kovack Advisors
Florida
$1.77M -$15.3K -162 -0.9%
AWA
447
Aaron Wealth Advisors
Illinois
$1.75M – – –
OFG
448
Oxford Financial Group
Indiana
$1.73M – – –
GWM
449
GSB Wealth Management
Connecticut
$1.73M -$5.18K -55 -0.3%
KA
450
Klingman & Associates
New York
$1.68M +$425K +4,511 +34%
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