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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
17.04%
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
Charles Schwab
California
$887M
2
Empower Advisory Group
Empower Advisory Group
Colorado
$249M
3
Wealthfront Advisers
Wealthfront Advisers
California
$391M
4
Wells Fargo
Wells Fargo
California
$4.62B
5
Osaic Holdings
Osaic Holdings
Arizona
$209M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$124M
2
LWM
LJI Wealth Management
Indiana
$74.4M
3
AT
American Trust
Kentucky
$785K
4
SW
SVB Wealth
Massachusetts
$80.7M
5
EK
Evensky & Katz
Florida
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
476
SignatureFD
Georgia
$1.43M +$151K +1,607 +12%
IAN
477
Integrated Advisors Network
Texas
$1.42M -$282K -2,993 -17%
WMWM
478
Whitaker-Myers Wealth Managers
Ohio
$1.42M -$100K -1,067 -7%
AIP
479
Almanack Investment Partners
Pennsylvania
$1.41M – – –
CPA
480
Cardiff Park Advisors
California
$1.41M -$459K -4,872 -25%
Natixis Advisors
481
Natixis Advisors
Massachusetts
$1.41M -$59.2K -628 -4%
ICG
482
InterOcean Capital Group
Tennessee
$1.4M – – –
EWA
483
EP Wealth Advisors
California
$1.4M -$746K -7,918 -35%
FAM
484
Family Asset Management
South Carolina
$1.39M -$801K -8,504 -37%
QCM
485
Quantinno Capital Management
New York
$1.38M – – –
TPA
486
Trivium Point Advisory
Connecticut
$1.37M +$58.6K +632 +4%
PG
487
Patten Group
Tennessee
$1.37M -$10.4K -110 -0.8%
FTUS
488
Flow Traders U.S.
New York
$1.36M -$6.93M -73,550 -84%
GA
489
Geller Advisors
New York
$1.36M – – –
RJT
490
Raymond James Trust
Florida
$1.35M +$117K +1,242 +9%
HPM
491
Hoxton Planning & Management
West Virginia
$1.34M +$17K +181 +1%
CL
492
Choreo LLC
Illinois
$1.34M +$45.9K +485 +4%
AWM
493
Axxcess Wealth Management
California
$1.33M +$316K +3,352 +31%
KeyBank National Association
494
KeyBank National Association
Ohio
$1.33M +$283 +3 +0%
WWM
495
WJ Wealth Management
Arizona
$1.32M -$8.48K -90 -0.6%
EWM
496
EPG Wealth Management
Georgia
$1.32M -$44.3K -470 -3%
CA
497
Claro Advisors
Massachusetts
$1.3M +$312K +3,310 +32%
IWP
498
Icon Wealth Partners
Texas
$1.3M – – –
RCM
499
Regency Capital Management
Hawaii
$1.29M +$274K +2,911 +27%
EBWM
500
Eagle Bluffs Wealth Management
Missouri
$1.28M -$202K -2,138 -14%
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