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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 %
WIM
551
Westside Investment Management
California
$1.3M +$38K +361 +3%
SWC
552
Spectrum Wealth Counsel
Indiana
$1.29M +$1.29M +12,262 New
GFP
553
Gryphon Financial Partners
Ohio
$1.29M +$1.37K +13 +0.1%
AWM
554
Axxcess Wealth Management
California
$1.29M -$196K -1,867 -13%
CWM
555
Cahaba Wealth Management
Georgia
$1.28M +$22.5K +214 +2%
PI
556
PFG Investments
New York
$1.26M +$205K +1,946 +19%
BFC
557
Blue Fin Capital
Rhode Island
$1.26M +$947 +9 +0.1%
MPCL
558
My Personal CFO LLC
Washington
$1.26M – – –
Fifth Third Bancorp
559
Fifth Third Bancorp
Ohio
$1.26M +$8.1K +77 +0.6%
MWA
560
MN Wealth Advisors
Kansas
$1.25M +$1.25M +11,925 New
SGI
561
Summit Global Investments
Utah
$1.24M +$747K +7,096 +152%
DADC
562
D.A. Davidson & Co
Montana
$1.23M -$37.4K -355 -3%
Qube Research & Technologies (QRT)
563
Qube Research & Technologies (QRT)
United Kingdom
$1.23M +$820K +7,793 +200%
PFA
564
Professional Financial Advisors
Nebraska
$1.23M +$113K +1,077 +10%
BCA
565
Bay Colony Advisors
Massachusetts
$1.22M +$11.9K +113 +1%
LA
566
Legacy Advisors
Pennsylvania
$1.21M – – –
RSWA
567
Robinson Smith Wealth Advisors
Maine
$1.21M +$1.21M +11,491 New
CW
568
CIC Wealth
Maryland
$1.21M -$6.52K -62 -0.5%
SWM
569
Sugarloaf Wealth Management
Georgia
$1.21M +$65.6K +623 +6%
ACM
570
Advisors Capital Management
New Jersey
$1.2M +$335K +3,178 +39%
FC
571
Financial Consulate
Maryland
$1.2M -$184K -1,744 -13%
CSWM
572
Cassady Schiller Wealth Management
Ohio
$1.18M – – –
IAN
573
Integrated Advisors Network
Texas
$1.17M -$419K -3,985 -26%
WCG
574
Weaver Consulting Group
California
$1.17M +$5.79K +55 +0.5%
MAM
575
Milestone Asset Management
Pennsylvania
$1.16M +$8.31K +79 +0.7%
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