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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 %
TP
451
Tranquility Partners
Tennessee
$1.82M +$38.4K +392 +2%
GWM
452
GSB Wealth Management
Connecticut
$1.8M -$587 -6 -0%
OFG
453
Oxford Financial Group
Indiana
$1.8M – – –
EW
454
Evoke Wealth
California
$1.78M – – –
IAN
455
Integrated Advisors Network
Texas
$1.77M -$18.6K -190 -1%
CFO
456
Callan Family Office
Pennsylvania
$1.75M +$264K +2,695 +18%
SIC
457
Samalin Investment Counsel
New York
$1.73M +$91.4K +934 +6%
PTB
458
Pioneer Trust Bank
Oregon
$1.72M – – –
MHR
459
Matthew Hamilton Rosenberg
$1.7M -$455K -4,654 -21%
WH
460
Whitcomb & Hess
Ohio
$1.69M -$114K -1,164 -6%
DE
461
Day & Ennis
Georgia
$1.67M -$25.5K -261 -2%
AWMG
462
Alliance Wealth Management Group
New Jersey
$1.66M +$286K +2,927 +21%
PFA
463
Pinnacle Family Advisors
Missouri
$1.66M -$1.86K -19 -0.1%
WFAG
464
Wescott Financial Advisory Group
Pennsylvania
$1.66M -$103K -1,056 -6%
HC
465
Hamilton Capital
Ohio
$1.65M – – –
LFAS
466
Level Four Advisory Services
Texas
$1.62M +$344K +3,515 +27%
CTWM
467
Cherry Tree Wealth Management
Minnesota
$1.62M +$1.62M +16,534 New
PFM
468
Peak Financial Management
Massachusetts
$1.62M +$13.5K +138 +0.8%
RLWM
469
RF&L Wealth Management
Massachusetts
$1.61M +$106K +1,080 +7%
DWP
470
Destiny Wealth Partners
Florida
$1.61M – – –
SWP
471
ShoreHaven Wealth Partners
New Jersey
$1.61M -$831K -8,496 -34%
AIC
472
Archer Investment Corporation
Indiana
$1.61M +$196 +2 +0%
SAG
473
SageView Advisory Group
California
$1.6M -$16.6K -170 -1%
SHWM
474
Silicon Hills Wealth Management
Texas
$1.6M – – –
WMWM
475
Whitaker-Myers Wealth Managers
Ohio
$1.58M -$294 -3 -0%
17 18
19
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