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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 %
WP
526
WealthShield Partners
North Carolina
$874K +$529K +6,233 +153%
MSA
527
Marino Stram & Associates
Massachusetts
$873K – – –
IFA
528
Index Fund Advisors
California
$871K – – –
CFG
529
Cooper Financial Group
California
$871K -$13.1K -154 -1%
ST
530
Smithfield Trust
Pennsylvania
$865K +$865K +10,197 New
PFS
531
Prospera Financial Services
Texas
$864K -$41K -483 -5%
CI
532
Cordant Inc
Oregon
$863K +$522K +6,157 +153%
CL
533
Choreo LLC
Illinois
$862K – – –
EWA
534
EP Wealth Advisors
California
$862K +$862K +10,167 New
OC
535
Oppenheimer & Co
New York
$848K +$56.2K +663 +7%
CIA
536
Compass Ion Advisors
Pennsylvania
$847K +$85 +1 +0%
WWM
537
Wolff Wiese Magana
California
$842K – – –
CSIA
538
Charles Schwab Investment Advisory
California
$841K +$153K +1,802 +22%
V
539
Veritable
Delaware
$839K -$1.16M -13,695 -58%
KeyBank National Association
540
KeyBank National Association
Ohio
$839K -$154K -1,813 -15%
FHA
541
First Horizon Advisors
Tennessee
$839K -$20.4K -241 -2%
KWS
542
Keystone Wealth Services
California
$836K +$763 +9 +0.1%
PCA
543
Prosperity Capital Advisors
Ohio
$836K +$836K +9,859 New
CA
544
Corrado Advisors
New Jersey
$824K +$60.5K +714 +8%
MFWP
545
Mosaic Family Wealth Partners
Missouri
$824K +$824K +9,715 New
ACI
546
Alpha Cubed Investments
California
$822K -$40.3K -475 -5%
CCG
547
Cypress Capital Group
Florida
$818K -$119K -1,400 -13%
CTB
548
Country Trust Bank
Illinois
$812K – – –
CPO
549
Cerity Partners OCIO
New York
$812K -$1.02K -12 -0.1%
PFA
550
Pathway Financial Advisors
Vermont
$809K +$809K +9,544 New
20 21
22
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