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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
+$886M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$234M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$118M
4
Wells Fargo
Wells Fargo
California
+$102M
5
Osaic Holdings
Osaic Holdings
Arizona
+$59.2M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$170M
2
LWM
LJI Wealth Management
Indiana
-$111M
3
AT
American Trust
Kentucky
-$56M
4
SW
SVB Wealth
Massachusetts
-$53.3M
5
EK
Evensky & Katz
Florida
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
526
VeraBank
Texas
$1.05M +$361K +3,828 +53%
MG
527
Mather Group
Illinois
$1.04M +$15.2K +161 +1%
WCG
528
Weaver Consulting Group
California
$1.04M -$7.25K -77 -0.7%
MAM
529
Milestone Asset Management
Pennsylvania
$1.03M -$32.1K -341 -3%
ZIM
530
Zacks Investment Management
Illinois
$1.03M +$21.3K +226 +2%
OWA
531
Outlook Wealth Advisors
Texas
$1.02M – – –
HI
532
Harbour Investments
Wisconsin
$1.02M +$81.2K +862 +9%
SWM
533
Sugarloaf Wealth Management
Georgia
$1.02M +$75K +796 +8%
Neuberger Berman Group
534
Neuberger Berman Group
New York
$1.02M +$667K +7,080 +191%
AWA
535
Alta Wealth Advisors
Massachusetts
$1.01M +$45.8K +486 +5%
CIA
536
Compass Ion Advisors
Pennsylvania
$1M +$62.8K +667 +7%
BWL
537
Bogart Wealth LLC
Virginia
$997K – – –
PFA
538
Professional Financial Advisors
Nebraska
$996K +$83.4K +885 +9%
VPP
539
Vertex Planning Partners
Illinois
$989K -$40.5K -430 -4%
FPCG
540
Fort Pitt Capital Group
Pennsylvania
$983K -$81.9K -870 -8%
WP
541
Westmount Partners
California
$983K +$983K +10,435 New
MSA
542
Marino Stram & Associates
Massachusetts
$970K – – –
IFA
543
Index Fund Advisors
California
$968K – – –
AI
544
Accredited Investors
Minnesota
$966K -$7.82K -83 -0.8%
AP
545
Atwood & Palmer
Missouri
$966K – – –
CFA
546
Cahill Financial Advisors
Minnesota
$965K +$115K +1,218 +13%
ST
547
Smithfield Trust
Pennsylvania
$957K -$3.2K -34 -0.3%
Financial Engines Advisors
548
Financial Engines Advisors
California
$954K +$98.7K +1,043 +12%
PI
549
PFG Investments
New York
$948K +$4.43K +47 +0.5%
WS
550
Wedbush Securities
California
$936K -$41.1K -437 -4%
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