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

1,173 hedge funds and large institutions have $31.1B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 449 increasing their positions, 364 reducing their positions, and 57 closing their positions.

Holders
1,173
Holders Change
+104
Holders Change %
+9.73%
% of All Funds
17.2%
Holding in Top 10
158
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.86%
% of All Funds
2.32%
New
181
Increased
449
Reduced
364
Closed
57
Calls
$22M
Puts
$3.49M
Net Calls
+$18.5M
Net Calls Change
+$8.43M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.26B
2
BlackRock
2
BlackRock
New York
$4.4B
3
MFIM
3
Mesirow Financial Investment Management
Illinois
$96.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$453M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$273M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$898M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$171M
3
TLIC
3
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$228M
5
SW
5
SVB Wealth
Massachusetts
$40.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
426
Sowa Financial Group
Rhode Island
$2.46M 23,380 -6,354 -21%
SI
427
Stephens Inc
Arkansas
$2.45M 23,318 +360 +2%
BFA
428
Buttonwood Financial Advisors
Maryland
$2.45M 23,256 -1,348 -5%
DPI
429
Diversified Portfolios Inc
Michigan
$2.45M 23,256 +15,299 +192%
BFG
430
Bleakley Financial Group
New Jersey
$2.43M 23,123 +839 +4%
SS
431
Simplicity Solutions
Minnesota
$2.43M 23,123 +839 +4%
AL
432
Aspiriant LLC
California
$2.43M 23,083 – –
DWM
433
Dakota Wealth Management
Florida
$2.4M 22,780 +575 +3%
SC
434
Savant Capital
Illinois
$2.38M 22,625 +1,878 +9%
Brown Advisory
435
Brown Advisory
Maryland
$2.34M 22,259 +1,581 +8%
KFS
436
Kelly Financial Services
Massachusetts
$2.32M 22,077 -232 -1%
SVWG
437
Shared Vision Wealth Group
United States
$2.32M 22,012 +22,012 New
HWM
438
Hemington Wealth Management
Virginia
$2.32M 22,009 – –
AM
439
AGF Management
Ontario, Canada
$2.31M 21,985 – –
RIA
440
Realta Investment Advisors
Delaware
$2.31M 21,980 +841 +4%
AWM
441
Able Wealth Management
New Jersey
$2.3M 21,865 +21,865 New
CA
442
CoreCap Advisors
Michigan
$2.29M 21,799 +18,987 +675%
TWA
443
Talisman Wealth Advisors
New Jersey
$2.29M 21,778 -668 -3%
SFG
444
Snider Financial Group
Washington
$2.27M 21,579 -468 -2%
FCP
445
Fidelis Capital Partners
Florida
$2.25M 21,417 -4,694 -18%
TIAA Trust, National Association
446
TIAA Trust, National Association
North Carolina
$2.25M 21,357 -2,428 -10%
NCM
447
Northwest Capital Management
Oregon
$2.25M 21,344 +42 +0.2%
NB
448
Northwest Bancshares
Pennsylvania
$2.24M 21,247 -310 -1%
BWP
449
Bernardo Wealth Planning
Pennsylvania
$2.21M 20,999 -501 -2%
RFG
450
RFP Financial Group
Georgia
$2.18M 20,700 -3,309 -14%
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