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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 %
SAA
551
Southeast Asset Advisors
Georgia
$809K – – –
AAS
552
Ameritas Advisory Services
Nebraska
$808K +$110K +1,299 +16%
National Bank of Canada
553
National Bank of Canada
Quebec, Canada
$807K -$148K -1,738 -15%
OWM
554
Orgel Wealth Management
Wisconsin
$807K +$807K +9,513 New
TLA
555
Tanglewood Legacy Advisors
Texas
$798K +$798K +9,411 New
ST
556
Somerset Trust
Pennsylvania
$796K – – –
AWC
557
Abundance Wealth Counselors
Pennsylvania
$793K +$793K +9,350 New
SS
558
Sound Stewardship
Kansas
$790K +$790K +9,319 New
AWA
559
Alta Wealth Advisors
Massachusetts
$780K -$50.9K -600 -6%
LA
560
LexAurum Advisors
Kansas
$780K +$69K +814 +10%
CCM
561
Coldstream Capital Management
Washington
$779K +$779K +9,183 New
VCP
562
Vista Capital Partners
Oregon
$779K -$169K -1,990 -18%
SIA
563
Schechter Investment Advisors
Michigan
$776K – – –
CFA
564
Cahill Financial Advisors
Minnesota
$771K +$1.44K +17 +0.2%
TW
565
Transform Wealth
Colorado
$769K -$115K -1,360 -13%
MG
566
Mather Group
Illinois
$765K +$174K +2,051 +29%
FWM
567
ForthRight Wealth Management
Georgia
$764K -$41K -484 -5%
EFH
568
Eaton Financial Holdings
Florida
$760K +$760K +8,963 New
SF
569
Synovus Financial
Georgia
$756K +$254 +3 +0%
SAG
570
SageView Advisory Group
California
$750K +$750K +8,845 New
AI
571
Accredited Investors
Minnesota
$744K +$61.4K +724 +9%
DAS
572
Dynamic Advisor Solutions
Arizona
$731K +$113K +1,329 +18%
CW
573
CIC Wealth
Maryland
$729K +$729K +8,600 New
PWM
574
Perigon Wealth Management
California
$721K +$273K +3,221 +61%
PAS
575
Park Avenue Securities
New York
$713K +$129K +1,522 +22%
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