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

990 hedge funds and large institutions have $26.4B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 413 increasing their positions, 324 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-10
Holders Change %
-1%
% of All Funds
16.74%
Holding in Top 10
134
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.27%
New
86
Increased
413
Reduced
324
Closed
81
Calls
$9.94M
Puts
$2.09M
Net Calls
+$7.86M
Net Calls Change
-$9.35M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.62B
2
Osaic Holdings
Osaic Holdings
Arizona
$829M
3
CCMG
Clark Capital Management Group
Pennsylvania
$533M
4
Morgan Stanley
Morgan Stanley
New York
$856M
5
BlackRock
BlackRock
New York
$3.83B

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.85M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$37.1M
3
TA
Tiedemann Advisors
New York
$0
4
NB
Norinchukin Bank
Japan
$0
5
MFRM
Milliman Financial Risk Management
Illinois
$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
476
Merriman Wealth Management
Washington
$1.06M +$13.7K +164 +1%
TPA
477
Trivium Point Advisory
Connecticut
$1.05M -$778 -9 -0.1%
CSWM
478
Cassady Schiller Wealth Management
Ohio
$1.04M – – –
MWM
479
Modera Wealth Management
New Jersey
$1.04M -$179K -2,137 -15%
Citadel Advisors
480
Citadel Advisors
Florida
$1.04M +$687K +8,202 +197%
LFAS
481
Level Four Advisory Services
Texas
$1.03M +$2.35K +28 +0.2%
BFC
482
Blue Fin Capital
Rhode Island
$1.03M -$18.7K -223 -2%
MPCL
483
My Personal CFO LLC
Washington
$1.02M – – –
KeyBank National Association
484
KeyBank National Association
Ohio
$1M -$2.6K -31 -0.3%
VCP
485
Vista Capital Partners
Oregon
$997K – – –
AWMG
486
Alliance Wealth Management Group
New Jersey
$991K +$224K +2,676 +29%
Brown Advisory
487
Brown Advisory
Maryland
$985K +$13K +155 +1%
CA
488
Centerpoint Advisors
Massachusetts
$983K -$155K -1,845 -14%
MGIA
489
Matthew Goff Investment Advisor
Texas
$983K – – –
CCM
490
Coldstream Capital Management
Washington
$980K +$489K +5,844 +100%
HIP
491
HUB Investment Partners
Texas
$964K -$220K -2,623 -19%
CA
492
Clearstead Advisors
Ohio
$964K +$27.1K +324 +3%
OCM
493
Objective Capital Management
Ohio
$962K +$60.7K +725 +7%
AWM
494
Axxcess Wealth Management
California
$956K +$203K +2,418 +27%
LWM
495
Ledge Wealth Management
Minnesota
$953K -$707K -8,446 -43%
EBWM
496
Eagle Bluffs Wealth Management
Missouri
$940K +$940K +11,218 New
RCM
497
Raleigh Capital Management
North Carolina
$936K +$40.7K +441 +5%
TW
498
Transform Wealth
Colorado
$923K +$19.5K +233 +2%
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$912K +$89K +1,062 +11%
BBPWM
500
Blue Bell Private Wealth Management
Pennsylvania
$912K +$912K +10,891 New
18 19
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