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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.

Holders
1,069
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
17.05%
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
1
Charles Schwab
California
$887M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$249M
3
PWA
3
Provenance Wealth Advisors
Florida
$170M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$391M
5
Wells Fargo
5
Wells Fargo
California
$4.62B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$124M
3
LWM
3
LJI Wealth Management
Indiana
$74.4M
4
AT
4
American Trust
Kentucky
$785K
5
SW
5
SVB Wealth
Massachusetts
$80.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$172M 1,828,960 -7,170 -0.4%
PWA
27
Provenance Wealth Advisors
Florida
$170M 1,801,445 +1,801,445 New
AF
28
Allworth Financial
California
$163M 1,727,445 -79,691 -4%
TCM
29
TD Capital Management
Tennessee
$160M 1,695,130 -42,904 -2%
RCG
30
Rock Creek Group
District of Columbia
$153M 1,509,028 -88,188 -6%
FPAS
31
Focus Partners Advisor Solutions
Missouri
$147M 1,560,202 +74,923 +5%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$124M 1,317,367 -1,801,239 -58%
UBS Group
33
UBS Group
Switzerland
$122M 1,299,226 -15,174 -1%
PP
34
Pegasus Partners
Wisconsin
$112M 1,184,379 +46,890 +4%
Mariner
35
Mariner
Kansas
$111M 1,176,910 -169,314 -13%
HighTower Advisors
36
HighTower Advisors
Illinois
$109M 1,162,187 +97,252 +9%
EK
37
Evensky & Katz
Florida
$103M 1,091,582 -232,881 -18%
CCA
38
Cobblestone Capital Advisors
New York
$99.7M 1,058,609 -9,807 -0.9%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$96.9M 1,028,540 -116,780 -10%
OBWP
40
O'Brien Wealth Partners
Massachusetts
$93.4M 991,294 -2,884 -0.3%
DCM
41
Disciplina Capital Management
Tennessee
$93.4M 991,168 -154,145 -13%
KFAA
42
Klaas Financial Asset Advisors
Illinois
$92.5M 977,766 -2,757 -0.3%
PCIA
43
Prime Capital Investment Advisors
Kansas
$90.8M 964,532 +42,480 +5%
EPM
44
Elm Partners Management
Pennsylvania
$87.4M 927,872 -107,027 -10%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$82.9M 880,504 +29,378 +3%
SW
46
SVB Wealth
Massachusetts
$80.7M 857,018 -565,493 -40%
HWM
47
HB Wealth Management
Georgia
$77.5M 822,734 -19,594 -2%
GA
48
Goldstein Advisors
Wisconsin
$76.2M 809,432 +35,915 +5%
LWM
49
LJI Wealth Management
Indiana
$74.4M 789,959 -1,182,894 -60%
JBA
50
Johnson Bixby & Associates
Washington
$74.3M 789,355 +47,598 +6%
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