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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
Morgan Stanley
New York
$2.26B
2
BlackRock
BlackRock
New York
$4.4B
3
MFIM
Mesirow Financial Investment Management
Illinois
$96.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$453M
5
BSW
Buckingham Strategic Wealth
Missouri
$273M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$898M
2
Osaic Holdings
Osaic Holdings
Arizona
$171M
3
TLIC
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
Empower Advisory Group
Colorado
$228M
5
SW
SVB Wealth
Massachusetts
$40.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
526
Raymond James Trust
Florida
$1.51M -$210 -2 -0%
Financial Engines Advisors
527
Financial Engines Advisors
California
$1.5M +$438K +4,164 +41%
TPA
528
Trivium Point Advisory
Connecticut
$1.47M -$81.3K -773 -5%
TFCP
529
Twin Focus Capital Partners
Massachusetts
$1.47M +$916K +8,700 +164%
OCM
530
Objective Capital Management
Ohio
$1.47M +$185K +1,756 +14%
IWA
531
Icon Wealth Advisors
Texas
$1.45M +$1.45M +13,788 New
EBWM
532
Eagle Bluffs Wealth Management
Missouri
$1.45M +$28K +266 +2%
HPM
533
Hoxton Planning & Management
West Virginia
$1.45M -$54K -513 -4%
SAG
534
SageView Advisory Group
California
$1.44M +$714K +6,608 +98%
WWM
535
WJ Wealth Management
Arizona
$1.44M -$38.9K -370 -3%
FFP
536
FourThought Financial Partners
Florida
$1.42M +$27K +257 +2%
AI
537
Atria Investments
North Carolina
$1.41M +$1.41M +13,412 New
CA
538
Centerpoint Advisors
Massachusetts
$1.41M +$200K +1,897 +17%
EWA
539
EP Wealth Advisors
California
$1.41M -$153K -1,456 -10%
AWM
540
Abound Wealth Management
Tennessee
$1.4M +$165K +1,571 +13%
SC
541
Stephenson & Company
California
$1.39M +$1.39M +13,202 New
RCM
542
Regency Capital Management
Hawaii
$1.39M -$49.8K -473 -3%
HGA
543
Hobbs Group Advisors
South Carolina
$1.37M +$1.37M +13,061 New
ZIM
544
Zacks Investment Management
Illinois
$1.37M +$227K +2,157 +20%
GA
545
GSG Advisors
New Jersey
$1.37M +$31K +300 +2%
SXL
546
Summit X LLC
Missouri
$1.37M +$80.4K +764 +6%
BW
547
BIP Wealth
Georgia
$1.35M -$51.5K -489 -4%
LFA
548
Lauterbach Financial Advisors
Texas
$1.34M +$551K +5,238 +70%
S
549
SignatureFD
Georgia
$1.34M -$259K -2,464 -16%
MWP
550
Meridian Wealth Partners
Pennsylvania
$1.31M -$15.8K -150 -1%
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