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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 %
JC
451
JB Capital
Connecticut
$1.14M -$3.89M -48,862 -77%
VC
452
Vicus Capital
Pennsylvania
$1.11M -$185K -2,331 -14%
LWM
453
Laidlaw Wealth Management
New York
$1.11M – – –
IWA
454
Icon Wealth Advisors
Texas
$1.1M +$1.1M +13,787 New
MA
455
Mutual Advisors
Nebraska
$1.09M +$4.85K +61 +0.4%
WI
456
Wintrust Investments
Illinois
$1.08M -$182K -2,288 -14%
DADC
457
D.A. Davidson & Co
Montana
$1.06M -$80.3K -1,001 -7%
MWP
458
Meridian Wealth Partners
Pennsylvania
$1.06M -$39.6K -498 -4%
FF
459
FourThought Financial
Florida
$1.05M – – –
LNC
460
Lincoln National Corp
Pennsylvania
$1.05M -$107K -1,343 -9%
FAIM
461
Financial Advocates Investment Management
Washington
$1.04M -$286K -3,593 -22%
TPA
462
Trivium Point Advisory
Connecticut
$1.02M +$8.24K +99 +0.8%
MGIA
463
Matthew Goff Investment Advisor
Texas
$1.01M +$75.8K +953 +8%
CSWM
464
Cassady Schiller Wealth Management
Ohio
$1.01M +$16.7K +210 +2%
CWM
465
Cahaba Wealth Management
Georgia
$1M -$13.8K -174 -1%
MWM
466
Merriman Wealth Management
Washington
$982K -$20.4K -256 -2%
BFC
467
Blue Fin Capital
Rhode Island
$981K +$6.68K +84 +0.7%
GFP
468
Gryphon Financial Partners
Ohio
$975K -$78.1K -982 -7%
LFAS
469
Level Four Advisory Services
Texas
$974K -$7.79K -98 -0.8%
EBWM
470
Eagle Bluffs Wealth Management
Missouri
$972K +$79.6K +1,001 +9%
MPCL
471
My Personal CFO LLC
Washington
$952K -$20.4K -256 -2%
CA
472
Centerpoint Advisors
Massachusetts
$950K +$17.3K +218 +2%
CA
473
Clearstead Advisors
Ohio
$940K +$24.5K +308 +3%
PG
474
Proffitt & Goodson
Tennessee
$933K -$88.2K -1,109 -9%
BCA
475
Bay Colony Advisors
Massachusetts
$931K -$29.1K -366 -3%
17 18
19
20 21