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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+21
Holders Change %
+2%
% of All Funds
16.89%
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 Holding Trade Value Shares
Change 		Shares
Change %
BIP
476
Blueprint Investment Partners
North Carolina
$1.57M +$1.01M +10,373 +184%
SWM
477
SFG Wealth Management
Maryland
$1.56M -$84.9K -868 -5%
EBWM
478
Eagle Bluffs Wealth Management
Missouri
$1.53M +$59.8K +611 +4%
Natixis Advisors
479
Natixis Advisors
Massachusetts
$1.53M -$551K -5,632 -27%
BFC
480
Blue Fin Capital
Rhode Island
$1.52M +$119K +1,212 +8%
PI
481
Parkside Investments
Illinois
$1.51M -$232K -2,367 -13%
GPA
482
Guidance Point Advisors
Massachusetts
$1.5M +$1.08K +11 +0.1%
MA
483
Mutual Advisors
Nebraska
$1.48M +$459K +4,692 +45%
AIP
484
Almanack Investment Partners
Pennsylvania
$1.47M – – –
BW
485
BIP Wealth
Georgia
$1.46M +$241K +2,460 +20%
ICG
486
InterOcean Capital Group
Tennessee
$1.45M – – –
WP
487
WealthShield Partners
North Carolina
$1.45M -$688K -7,036 -32%
PG
488
Patten Group
Tennessee
$1.43M +$14.1K +144 +1%
QCM
489
Quantinno Capital Management
New York
$1.43M – – –
FMII
490
Farmers & Merchants Investments Inc
Nebraska
$1.42M +$1.96K +20 +0.1%
EWM
491
EPG Wealth Management
Georgia
$1.41M -$40.6K -415 -3%
GA
492
Geller Advisors
New York
$1.41M +$1.41M +14,399 New
DWM
493
Dakota Wealth Management
Florida
$1.39M -$14K -143 -1%
WWM
494
WJ Wealth Management
Arizona
$1.38M +$692K +7,073 +100%
TPA
495
Trivium Point Advisory
Connecticut
$1.38M +$136K +1,393 +11%
KeyBank National Association
496
KeyBank National Association
Ohio
$1.38M -$89.4K -914 -6%
HPM
497
Hoxton Planning & Management
West Virginia
$1.38M -$80.2K -820 -6%
PFS
498
Prospera Financial Services
Texas
$1.35M +$251K +2,560 +23%
CA
499
Clearstead Advisors
Ohio
$1.35M +$145K +1,481 +12%
IWP
500
Icon Wealth Partners
Texas
$1.35M – – –
18 19
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