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iShares Core S&P Total US Stock Market ETF

977 hedge funds and large institutions have $23.1B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 368 increasing their positions, 355 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
-13
Holders Change %
-1.31%
% of All Funds
16.89%
Holding in Top 10
129
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.73%
% of All Funds
2.23%
New
63
Increased
368
Reduced
355
Closed
64
Calls
$12.8M
Puts
$3.79M
Net Calls
+$9.04M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
PCWA
551
Pacific Capital Wealth Advisors
California
$610K +$123K +1,550 +25%
DWM
552
Doyle Wealth Management
Florida
$601K +$19.2K +241 +3%
WCWM
553
Willow Creek Wealth Management
California
$600K -$48.6K -611 -7%
SPWM
554
Schrum Private Wealth Management
Florida
$600K +$239 +3 +0%
SXL
555
Summit X LLC
Missouri
$599K +$18K +226 +3%
CAG
556
Csenge Advisory Group
Florida
$595K -$2.87M -36,063 -83%
FOA
557
Five Oceans Advisors
California
$595K +$26.6K +335 +5%
RFA
558
Resurgent Financial Advisors
Georgia
$594K +$16.2K +204 +3%
WS
559
Wedbush Securities
California
$592K +$35.3K +444 +6%
JTWM
560
Jackson Thornton Wealth Management
Alabama
$589K +$387K +4,871 +192%
BAAM
561
Baker Avenue Asset Management
California
$588K +$588K +7,398 New
MAS
562
Madden Advisory Services
Florida
$584K
DAS
563
Dynamic Advisor Solutions
Arizona
$580K +$200K +2,516 +53%
BIP
564
Bouvel Investment Partners
Pennsylvania
$579K +$91.1K +1,146 +19%
RCM
565
Regency Capital Management
Hawaii
$576K +$50.6K +637 +10%
WAAG
566
Wealth Alliance Advisory Group
Kansas
$574K -$14.2M -178,806 -96%
COCM
567
Charter Oak Capital Management
New Hampshire
$572K -$99.7K -1,254 -15%
PPW
568
Pasadena Private Wealth
California
$571K +$41.1K +517 +8%
RPC
569
Rossmore Private Capital
Connecticut
$569K
WCM
570
Windsor Capital Management
Arizona
$565K -$53.5K -673 -9%
TFCP
571
Twin Focus Capital Partners
Massachusetts
$565K
CA
572
Claro Advisors
Massachusetts
$556K
MG
573
Mather Group
Illinois
$554K -$234K -2,946 -30%
KM
574
Kalos Management
Georgia
$553K -$105K -1,253 -16%
FMII
575
Farmers & Merchants Investments Inc
Nebraska
$551K -$314K -3,953 -36%