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

1,071 hedge funds and large institutions have $27B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 378 increasing their positions, 411 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+21
Holders Change %
+2%
% of All Funds
16.89%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
2.24%
New
66
Increased
378
Reduced
411
Closed
39
Calls
$14.7M
Puts
$1.04M
Net Calls
+$13.6M
Net Calls Change
+$4.15M

Top Buyers

1
SWM
SigFig Wealth Management
California
$359M
2
RCG
Rock Creek Group
District of Columbia
$156M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$349M
4
BSW
Buckingham Strategic Wealth
Missouri
$157M
5
Cerity Partners
Cerity Partners
New York
$223M

Top Sellers

1
SW
SVB Wealth
Massachusetts
$139M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$1.45B
3
Wells Fargo
Wells Fargo
California
$4.69B
4
Betterment LLC
Betterment LLC
New York
$1.31B
5
CAM
Cresset Asset Management
Illinois
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
551
Smithfield Trust
Pennsylvania
$997K -$881 -9 -0.1%
ACI
552
Alpha Cubed Investments
California
$991K +$30.8K +315 +3%
SWM
553
Sugarloaf Wealth Management
Georgia
$982K -$40.7K -416 -4%
PI
554
PFG Investments
New York
$981K +$197K +2,012 +25%
CIA
555
Compass Ion Advisors
Pennsylvania
$978K – – –
HI
556
Harbour Investments
Wisconsin
$976K +$125K +1,278 +15%
DWP
557
Daymark Wealth Partners
Ohio
$973K -$102K -1,041 -9%
V
558
Veritable
Delaware
$965K – – –
WWM
559
Wolff Wiese Magana
California
$964K -$7.04K -72 -0.7%
MFWP
560
Mosaic Family Wealth Partners
Missouri
$951K -$64.3K -657 -6%
TLA
561
Tanglewood Legacy Advisors
Texas
$949K +$2.64K +27 +0.3%
MWM
562
Merriman Wealth Management
Washington
$948K -$310K -3,170 -25%
PFA
563
Professional Financial Advisors
Nebraska
$948K +$601K +6,147 +174%
DAS
564
Dynamic Advisor Solutions
Arizona
$945K +$125K +1,281 +15%
CCG
565
Cypress Capital Group
Florida
$944K – – –
CTB
566
Country Trust Bank
Illinois
$937K – – –
PFA
567
Pathway Financial Advisors
Vermont
$934K – – –
OWM
568
Orgel Wealth Management
Wisconsin
$931K -$3.13K -32 -0.3%
CA
569
Corrado Advisors
New Jersey
$927K -$45.6K -466 -5%
PCA
570
Prosperity Capital Advisors
Ohio
$924K +$183K +1,875 +25%
ST
571
Somerset Trust
Pennsylvania
$918K – – –
OC
572
Oppenheimer & Co
New York
$918K -$2.54K -26 -0.3%
BAM
573
Belpointe Asset Management
Nevada
$916K -$921K -9,413 -50%
VC
574
Vicus Capital
Pennsylvania
$915K -$324K -3,308 -26%
LWM
575
Laidlaw Wealth Management
New York
$912K -$3.13K -32 -0.3%
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