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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 %
SFG
451
Sage Financial Group
Pennsylvania
$1.67M +$850K +9,027 +104%
CTWM
452
Cherry Tree Wealth Management
Minnesota
$1.64M +$87.3K +927 +6%
MHR
453
Matthew Hamilton Rosenberg
$1.64M -$1.41K -15 -0.1%
LFAS
454
Level Four Advisory Services
Texas
$1.62M +$58.4K +620 +4%
SIS
455
Strategic Investment Solutions
Illinois
$1.61M +$1.59M +16,183 +6,224%
MSWM
456
McGlone Suttner Wealth Management
Wisconsin
$1.59M -$279K -2,964 -15%
PFM
457
Peak Financial Management
Massachusetts
$1.59M +$34K +361 +2%
HC
458
Hamilton Capital
Ohio
$1.59M – – –
AIC
459
Archer Investment Corporation
Indiana
$1.55M – – –
DE
460
Day & Ennis
Georgia
$1.52M -$79.3K -842 -5%
PFA
461
Pinnacle Family Advisors
Missouri
$1.52M -$76.1K -808 -5%
SWP
462
ShoreHaven Wealth Partners
New Jersey
$1.52M -$33.8K -359 -2%
DWP
463
Destiny Wealth Partners
Florida
$1.52M – – –
PTB
464
Pioneer Trust Bank
Oregon
$1.51M -$152K -1,615 -9%
SWM
465
Spire Wealth Management
Virginia
$1.5M -$1.34M -14,182 -47%
AAS
466
Ameritas Advisory Services
Nebraska
$1.5M +$810K +8,580 +117%
CM
467
Columbus Macro
Pennsylvania
$1.5M -$738K -7,816 -33%
WH
468
Whitcomb & Hess
Ohio
$1.5M -$131K -1,391 -8%
SWM
469
SFG Wealth Management
Maryland
$1.49M -$13.7K -145 -0.9%
DC
470
Diametric Capital
Massachusetts
$1.46M -$5.77M -61,243 -80%
WFAG
471
Wescott Financial Advisory Group
Pennsylvania
$1.45M -$141K -1,500 -9%
PI
472
Parkside Investments
Illinois
$1.45M – – –
GPA
473
Guidance Point Advisors
Massachusetts
$1.44M – – –
MA
474
Mutual Advisors
Nebraska
$1.44M +$15.1K +160 +1%
PFS
475
Prospera Financial Services
Texas
$1.43M +$130K +1,378 +10%
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