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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 %
CSWM
501
Cassady Schiller Wealth Management
Ohio
$1.06M -$14.7K -173 -1%
EBWM
502
Eagle Bluffs Wealth Management
Missouri
$1.05M +$16.7K +197 +2%
CWM
503
Cahaba Wealth Management
Georgia
$1.04M -$23.2K -273 -2%
GFP
504
Gryphon Financial Partners
Ohio
$1.04M -$1.87K -22 -0.2%
MA
505
Mutual Advisors
Nebraska
$1.03M -$125K -1,479 -11%
AWMG
506
Alliance Wealth Management Group
New Jersey
$1.03M +$78.4K +925 +8%
SG
507
StoneX Group
New York
$1.02M -$2.49M -29,373 -71%
MPCL
508
My Personal CFO LLC
Washington
$1.01M – – –
WCFA
509
Walkner Condon Financial Advisors
Wisconsin
$1.01M +$49.3K +581 +5%
OCM
510
Objective Capital Management
Ohio
$1.01M +$29.3K +345 +3%
CA
511
Clearstead Advisors
Ohio
$1.01M +$5.94K +70 +0.6%
CA
512
Centerpoint Advisors
Massachusetts
$992K -$20.9K -246 -2%
LA
513
Legacy Advisors
Pennsylvania
$977K – – –
Financial Engines Advisors
514
Financial Engines Advisors
California
$973K +$708K +8,351 +267%
AWM
515
Abound Wealth Management
Tennessee
$971K -$1.49M -17,575 -61%
BRIM
516
Broad Run Investment Management
Virginia
$964K +$964K +11,369 New
BIP
517
Blueprint Investment Partners
North Carolina
$962K +$817K +9,637 +563%
AA
518
Advisory Alpha
Michigan
$946K -$30.4K -359 -3%
VPP
519
Vertex Planning Partners
Illinois
$940K +$940K +11,081 New
BCA
520
Bay Colony Advisors
Massachusetts
$938K -$54.6K -644 -6%
HIP
521
HUB Investment Partners
Texas
$906K +$44.3K +522 +5%
ZIM
522
Zacks Investment Management
Illinois
$900K +$900K +10,619 New
AF
523
Apexium Financial
Texas
$898K -$9.92K -117 -1%
BWL
524
Bogart Wealth LLC
Virginia
$889K +$768K +9,054 +636%
SC
525
Savant Capital
Illinois
$880K +$49.6K +594 +6%
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