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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 %
BW
501
BIP Wealth
Georgia
$1.26M -$151K -1,598 -11%
FFP
502
FourThought Financial Partners
Florida
$1.25M – – –
FC
503
Financial Consulate
Maryland
$1.24M – – –
GA
504
GSG Advisors
New Jersey
$1.22M +$1.22M +12,975 New
AWM
505
Apollon Wealth Management
South Carolina
$1.19M -$1.47M -15,622 -55%
MWP
506
Meridian Wealth Partners
Pennsylvania
$1.19M -$25.1K -266 -2%
GFP
507
Gryphon Financial Partners
Ohio
$1.15M – – –
SXL
508
Summit X LLC
Missouri
$1.15M +$116K +1,231 +11%
OCM
509
Objective Capital Management
Ohio
$1.15M +$1.98K +21 +0.2%
DADC
510
D.A. Davidson & Co
Montana
$1.14M +$6.31K +67 +0.6%
National Bank of Canada
511
National Bank of Canada
Quebec, Canada
$1.14M -$45.7K -487 -4%
WIM
512
Westside Investment Management
California
$1.13M +$58.4K +620 +5%
BFC
513
Blue Fin Capital
Rhode Island
$1.13M -$337K -3,579 -23%
MPCL
514
My Personal CFO LLC
Washington
$1.13M – – –
CWM
515
Cahaba Wealth Management
Georgia
$1.12M +$7.06K +75 +0.6%
DI
516
DFPG Investments
Utah
$1.12M -$84.2K -887 -7%
Fifth Third Bancorp
517
Fifth Third Bancorp
Ohio
$1.12M -$21.5K -228 -2%
WCFA
518
Walkner Condon Financial Advisors
Wisconsin
$1.11M -$31.4K -333 -3%
AWM
519
Abound Wealth Management
Tennessee
$1.1M – – –
LA
520
Legacy Advisors
Pennsylvania
$1.09M – – –
CW
521
CIC Wealth
Maryland
$1.09M +$108K +1,145 +11%
CA
522
Centerpoint Advisors
Massachusetts
$1.08M -$3.39K -36 -0.3%
BCA
523
Bay Colony Advisors
Massachusetts
$1.08M +$69.5K +738 +7%
CSWM
524
Cassady Schiller Wealth Management
Ohio
$1.06M -$92.8K -985 -8%
PCA
525
Prosperity Capital Advisors
Ohio
$1.05M +$160K +1,700 +18%
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