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iShares Core S&P Total US Stock Market ETF
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Overview Fund Activity

1,050 hedge funds and large institutions have $24.3B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 368 increasing their positions, 412 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
-13
Holders Change %
-1.22%
% of All Funds
16.81%
Holding in Top 10
133
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.64%
% of All Funds
2.13%
New
78
Increased
368
Reduced
412
Closed
58
Calls
$11.8M
Puts
$2.3M
Net Calls
+$9.5M
Net Calls Change
+$293K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$255M
2
Cerity Partners
Cerity Partners
New York
$162M
3
Stifel Financial
Stifel Financial
Missouri
$267M
4
CS
Cisco Systems
California
$319M
5
OPS
Orion Portfolio Solutions
Nebraska
$40.8M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
BlackRock
BlackRock
New York
$3.61B
3
SWM
SigFig Wealth Management
California
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$59.4M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$1.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
526
Marino Stram & Associates
Massachusetts
$932K – – –
IFA
527
Index Fund Advisors
California
$931K – – –
ST
528
Smithfield Trust
Pennsylvania
$924K – – –
RWM
529
Ritholtz Wealth Management
New York
$922K +$228K +2,519 +33%
T
530
TRUADVICE
Florida
$912K +$502K +5,488 +122%
CI
531
Cordant Inc
Oregon
$905K -$16.3K -180 -2%
CIA
532
Compass Ion Advisors
Pennsylvania
$905K +$91 +1 +0%
CA
533
Corrado Advisors
New Jersey
$900K +$19.7K +218 +2%
WWM
534
Wolff Wiese Magana
California
$899K – – –
V
535
Veritable
Delaware
$894K -$2.26K -25 -0.3%
HIP
536
HUB Investment Partners
Texas
$893K -$74.4K -822 -8%
CA
537
Claro Advisors
Massachusetts
$890K +$180K +1,987 +25%
ACI
538
Alpha Cubed Investments
California
$888K +$10.8K +119 +1%
TLA
539
Tanglewood Legacy Advisors
Texas
$875K +$23.2K +256 +3%
CCG
540
Cypress Capital Group
Florida
$874K – – –
WS
541
Wedbush Securities
California
$873K +$188K +2,077 +27%
CTB
542
Country Trust Bank
Illinois
$867K – – –
OWM
543
Orgel Wealth Management
Wisconsin
$864K +$2.9K +32 +0.3%
PFA
544
Pathway Financial Advisors
Vermont
$864K – – –
OC
545
Oppenheimer & Co
New York
$852K -$53.5K -591 -6%
ST
546
Somerset Trust
Pennsylvania
$850K – – –
LWM
547
Laidlaw Wealth Management
New York
$847K -$412K -4,549 -33%
SS
548
Sound Stewardship
Kansas
$843K -$906 -10 -0.1%
CFG
549
Cooper Financial Group
California
$839K -$90.6K -1,001 -10%
SOS
550
Silver Oak Securities
Tennessee
$838K +$149K +1,646 +22%
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