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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.

Holders
1,071
Holders Change
+21
Holders Change %
+2%
% of All Funds
16.9%
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 Market Value Shares Shares
Change 		Shares
Change %
TCM
26
TD Capital Management
Tennessee
$170M 1,738,034 -74,284 -4%
BSW
27
Buckingham Strategic Wealth
Missouri
$157M 1,608,086 +496,653 +45%
RCG
28
Rock Creek Group
District of Columbia
$156M 1,597,216 +695,295 +77%
Osaic Holdings
29
Osaic Holdings
Arizona
$156M 1,594,793 +61,430 +4%
FPAS
30
Focus Partners Advisor Solutions
Missouri
$145M 1,485,279 +418,867 +39%
SW
31
SVB Wealth
Massachusetts
$139M 1,422,511 -1,732,298 -55%
Mariner
32
Mariner
Kansas
$132M 1,346,224 +28,677 +2%
EK
33
Evensky & Katz
Florida
$130M 1,324,463 +31,197 +2%
UBS Group
34
UBS Group
Switzerland
$129M 1,314,400 -96,422 -7%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$112M 1,145,320 +90,465 +9%
DCM
36
Disciplina Capital Management
Tennessee
$112M 1,145,313 -48,319 -4%
PP
37
Pegasus Partners
Wisconsin
$111M 1,137,489 +5,594 +0.5%
CCA
38
Cobblestone Capital Advisors
New York
$105M 1,068,416 -15,198 -1%
HighTower Advisors
39
HighTower Advisors
Illinois
$104M 1,064,935 +170,588 +19%
EPM
40
Elm Partners Management
Pennsylvania
$101M 1,034,899 +398,156 +63%
OBWP
41
O'Brien Wealth Partners
Massachusetts
$97.3M 994,178 +20,537 +2%
KFAA
42
Klaas Financial Asset Advisors
Illinois
$95.9M 980,523 +11,226 +1%
PCIA
43
Prime Capital Investment Advisors
Kansas
$90.2M 922,052 +365,633 +66%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$83.3M 851,126 +179,048 +27%
HWM
45
HB Wealth Management
Georgia
$82.4M 842,328 +2,339 +0.3%
GA
46
Goldstein Advisors
Wisconsin
$75.7M 773,517 -26,129 -3%
DPIM
47
Duff & Phelps Investment Management
Illinois
$74.1M 757,615 – –
LWM
48
LJI Wealth Management
Indiana
$73.3M 1,972,853 +1,242,721 +170%
TLFA
49
True Link Financial Advisors
California
$72.9M 744,770 +263,097 +55%
JBA
50
Johnson Bixby & Associates
Washington
$72.6M 741,757 +28,270 +4%
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