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iShares Core S&P Total US Stock Market ETF
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Overview Fund Activity

1,173 hedge funds and large institutions have $31.1B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 449 increasing their positions, 364 reducing their positions, and 57 closing their positions.

Holders
1,173
Holders Change
+104
Holders Change %
+9.73%
% of All Funds
17.2%
Holding in Top 10
158
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.86%
% of All Funds
2.32%
New
181
Increased
449
Reduced
364
Closed
57
Calls
$22M
Puts
$3.49M
Net Calls
+$18.5M
Net Calls Change
+$8.43M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.26B
2
AG
2
AlTi Global
New York
$228M
3
BlackRock
3
BlackRock
New York
$4.4B
4
AC
4
Adroit Compliance
$102M
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$96.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$898M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$171M
3
TLIC
3
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$228M
5
SW
5
SVB Wealth
Massachusetts
$40.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$188M 1,783,504 -122,000 -6%
PWA
27
Provenance Wealth Advisors
Florida
$184M 1,748,333 -53,112 -3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$182M 1,728,861 -100,099 -5%
TCM
29
TD Capital Management
Tennessee
$176M 1,670,797 -24,333 -1%
Osaic Holdings
30
Osaic Holdings
Arizona
$171M 1,622,363 -600,375 -27%
RCG
31
Rock Creek Group
District of Columbia
$159M 1,534,992 +25,964 +2%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$144M 1,366,287 +485,783 +55%
UBS Group
33
UBS Group
Switzerland
$138M 1,310,269 +11,043 +0.8%
PCIA
34
Prime Capital Investment Advisors
Kansas
$135M 1,286,786 +322,254 +33%
PP
35
Pegasus Partners
Wisconsin
$134M 1,271,232 +86,853 +7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$125M 1,185,673 -131,694 -10%
EK
37
Evensky & Katz
Florida
$121M 1,146,713 +55,131 +5%
HighTower Advisors
38
HighTower Advisors
Illinois
$120M 1,142,343 -19,844 -2%
CCA
39
Cobblestone Capital Advisors
New York
$113M 1,077,354 +18,745 +2%
Mariner
40
Mariner
Kansas
$110M 1,047,746 -129,164 -11%
EPM
41
Elm Partners Management
Pennsylvania
$108M 1,028,945 +101,073 +11%
DCM
42
Disciplina Capital Management
Tennessee
$107M 1,014,671 +23,503 +2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$104M 990,470 -38,070 -4%
OBWP
44
O'Brien Wealth Partners
Massachusetts
$102M 972,869 -18,425 -2%
KFAA
45
Klaas Financial Asset Advisors
Illinois
$102M 969,396 -8,370 -0.9%
AC
46
Adroit Compliance
$102M 969,396 +969,396 New
MFIM
47
Mesirow Financial Investment Management
Illinois
$96.7M 919,291 +919,291 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$90.9M 863,805 +127,206 +17%
TLFA
49
True Link Financial Advisors
California
$88.5M 840,970 +95,664 +13%
LWM
50
LJI Wealth Management
Indiana
$87.2M 828,960 +39,001 +5%
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