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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
BlackRock
2
BlackRock
New York
$4.4B
3
MFIM
3
Mesirow Financial Investment Management
Illinois
$96.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$453M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$273M

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 Holding Trade Value Shares
Change 		Shares
Change %
OFG
476
Oxford Financial Group
Indiana
$1.93M – – –
TWG
477
The Wealth Group
Minnesota
$1.92M +$1.92M +17,677 New
KA
478
Klingman & Associates
New York
$1.91M +$35K +333 +2%
1CP
479
17 Capital Partners
Arizona
$1.9M +$1.9M +18,014 New
Citigroup
480
Citigroup
New York
$1.87M -$533K -5,066 -22%
GWM
481
GSB Wealth Management
Connecticut
$1.86M -$65K -618 -3%
MSWM
482
McGlone Suttner Wealth Management
Wisconsin
$1.85M +$66.8K +635 +4%
SFG
483
Sage Financial Group
Pennsylvania
$1.84M -$16.8K -160 -0.9%
AIC
484
Archer Investment Corporation
Indiana
$1.81M +$81.7K +776 +5%
CTWM
485
Cherry Tree Wealth Management
Minnesota
$1.81M -$29.4K -279 -2%
MA
486
Mutual Advisors
Nebraska
$1.81M +$196K +1,859 +12%
PFM
487
Peak Financial Management
Massachusetts
$1.79M +$14.8K +141 +0.8%
HC
488
Hamilton Capital
Ohio
$1.77M – – –
SWP
489
ShoreHaven Wealth Partners
New Jersey
$1.76M +$71K +675 +4%
VPIM
490
Vanguard Personalized Indexing Management
California
$1.75M +$1.75M +16,676 New
DWMG
491
DB Wealth Management Group
California
$1.75M +$1.57M +14,893 +841%
CPA
492
Cardiff Park Advisors
California
$1.73M +$150K +1,424 +10%
AF
493
Apollon Financial
South Carolina
$1.72M +$1.72M +16,386 New
Natixis Advisors
494
Natixis Advisors
Massachusetts
$1.71M +$136K +1,295 +9%
DE
495
Day & Ennis
Georgia
$1.7M -$947 -9 -0.1%
TP
496
Tranquility Partners
Tennessee
$1.7M -$285K -2,710 -14%
WE
497
Wealth Effects
Massachusetts
$1.69M -$384K -3,653 -19%
PTB
498
Pioneer Trust Bank
Oregon
$1.68M – – –
WIA
499
World Investment Advisors
California
$1.68M -$1.56M -14,845 -48%
NW
500
NewEdge Wealth
Pennsylvania
$1.68M +$1.68M +15,927 New
18 19
20
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