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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.

New
Increased
Maintained
Reduced
Closed
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 %
TFO
501
Tarbox Family Office
California
$1.67M -$606K -5,761 -27%
DWP
502
Destiny Wealth Partners
Florida
$1.66M – – –
AWA
503
Alta Wealth Advisors
Massachusetts
$1.65M +$526K +5,000 +47%
WH
504
Whitcomb & Hess
Ohio
$1.65M -$24.6K -234 -1%
PFA
505
Pinnacle Family Advisors
Missouri
$1.64M -$58.4K -555 -3%
CM
506
Columbus Macro
Pennsylvania
$1.64M -$33.3K -317 -2%
MHR
507
Matthew Hamilton Rosenberg
$1.64M -$194K -1,844 -11%
WFAG
508
Wescott Financial Advisory Group
Pennsylvania
$1.64M +$12.6K +120 +0.8%
CA
509
Claro Advisors
Massachusetts
$1.62M +$168K +1,598 +12%
EWA
510
EverSource Wealth Advisors
Alabama
$1.61M +$1.54M +14,647 +2,359%
GPA
511
Guidance Point Advisors
Massachusetts
$1.6M -$6.1K -58 -0.4%
SWM
512
SFG Wealth Management
Maryland
$1.6M -$66.6K -633 -4%
PI
513
Parkside Investments
Illinois
$1.6M -$23.6K -224 -1%
AIP
514
Almanack Investment Partners
Pennsylvania
$1.59M +$7.89K +75 +0.5%
EWM
515
EPG Wealth Management
Georgia
$1.57M +$52K +479 +3%
CA
516
Clearstead Advisors
Ohio
$1.57M -$1.31M -12,456 -46%
ICG
517
InterOcean Capital Group
Tennessee
$1.56M +$737 +7 +0%
WMWM
518
Whitaker-Myers Wealth Managers
Ohio
$1.56M -$25.3K -240 -2%
LFAS
519
Level Four Advisory Services
Texas
$1.55M -$259K -2,460 -14%
PG
520
Patten Group
Tennessee
$1.54M +$12.3K +117 +0.8%
QCM
521
Quantinno Capital Management
New York
$1.54M – – –
KeyBank National Association
522
KeyBank National Association
Ohio
$1.52M +$36.4K +346 +2%
GA
523
Geller Advisors
New York
$1.52M – – –
WCFA
524
Walkner Condon Financial Advisors
Wisconsin
$1.52M +$271K +2,577 +22%
FAM
525
Family Asset Management
South Carolina
$1.51M -$37K -352 -2%
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