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

1,063 hedge funds and large institutions have $24.6B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 362 increasing their positions, 368 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+86
Holders Change %
+8.8%
% of All Funds
17.15%
Holding in Top 10
144
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.63%
% of All Funds
2.32%
New
173
Increased
362
Reduced
368
Closed
61
Calls
$14.2M
Puts
$4.97M
Net Calls
+$9.21M
Net Calls Change
+$167K

Top Buyers

1
PCA
Personal Capital Advisors
California
+$175M
2
Betterment LLC
Betterment LLC
New York
+$118M
3
AWA
Arete Wealth Advisors
Illinois
+$106M
4
BP
Ballentine Partners
Massachusetts
+$73.3M
5
AIM
Allen Investment Management
New York
+$49.1M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$324M
2
BlackRock
BlackRock
New York
-$275M
3
Osaic Holdings
Osaic Holdings
Arizona
-$143M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$140M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
476
Laidlaw Wealth Management
New York
$1.18M – – –
RLWM
477
RF&L Wealth Management
Massachusetts
$1.17M +$1.17M +13,835 New
IWA
478
Icon Wealth Advisors
Texas
$1.17M – – –
LNC
479
Lincoln National Corp
Pennsylvania
$1.17M +$47.6K +561 +4%
AWM
480
Apollon Wealth Management
South Carolina
$1.14M +$176K +2,079 +18%
CW
481
Connectus Wealth
Ohio
$1.14M +$307K +3,621 +37%
WAL
482
W Advisors LLC
Tennessee
$1.13M -$296K -3,490 -21%
CM
483
Columbus Macro
Pennsylvania
$1.13M +$408K +4,812 +57%
DADC
484
D.A. Davidson & Co
Montana
$1.13M – – –
MWP
485
Meridian Wealth Partners
Pennsylvania
$1.12M – – –
OWM
486
Opes Wealth Management
California
$1.12M +$910K +10,732 +426%
FFP
487
FourThought Financial Partners
Florida
$1.12M +$1.12M +13,237 New
FC
488
Financial Consulate
Maryland
$1.12M -$543K -6,399 -33%
HW
489
Hancock Whitney
Mississippi
$1.11M +$760K +8,962 +216%
BFC
490
Blue Fin Capital
Rhode Island
$1.11M +$61.4K +724 +6%
S
491
SignatureFD
Georgia
$1.11M +$278K +3,282 +34%
MWM
492
Merriman Wealth Management
Washington
$1.09M +$44.4K +523 +4%
FAIM
493
Financial Advocates Investment Management
Washington
$1.09M -$17.9K -211 -2%
AssetMark Inc
494
AssetMark Inc
California
$1.09M +$1.06M +12,544 +4,698%
LFAS
495
Level Four Advisory Services
Texas
$1.08M +$44.6K +526 +4%
OWA
496
Outlook Wealth Advisors
Texas
$1.07M -$7.69M -90,646 -88%
KA
497
Klingman & Associates
New York
$1.07M -$194K -2,284 -15%
WI
498
Wintrust Investments
Illinois
$1.07M -$79.1K -933 -7%
RCM
499
Regency Capital Management
Hawaii
$1.06M +$447K +5,277 +73%
TPA
500
Trivium Point Advisory
Connecticut
$1.06M +$9.72K +113 +0.9%
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