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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 %
PG
576
Proffitt & Goodson
Tennessee
$706K -$288K -3,402 -29%
CWS
577
Cypress Wealth Services
California
$696K – – –
MM
578
Meridian Management
Arkansas
$687K – – –
SWMP
579
Signature Wealth Management Partners
New Jersey
$686K +$11.3K +133 +2%
CA
580
CoreCap Advisors
Michigan
$684K +$443K +5,225 +184%
BFS
581
Bradley Foster & Sargent
Connecticut
$679K -$51.6K -609 -7%
JC
582
JB Capital
Connecticut
$674K -$538K -6,341 -44%
HNB
583
Huntington National Bank
Ohio
$672K -$357K – –
BWA
584
Burt Wealth Advisors
Maryland
$670K – – –
CA
585
Claro Advisors
Massachusetts
$665K +$103K +1,209 +18%
TF
586
TimeScale Financial
Massachusetts
$665K – – –
BPWM
587
Badgley Phelps Wealth Managers
Washington
$665K +$665K +7,839 New
CG
588
Cutler Group
California
$661K +$542K +6,400 +455%
CWC
589
Carolinas Wealth Consulting
North Carolina
$661K -$254 -3 -0%
GWM
590
Greenhouse Wealth Management
Connecticut
$658K +$6.45K +76 +1%
RTL
591
Red Tortoise LLC
Georgia
$657K +$657K +7,744 New
AWM
592
Axxcess Wealth Management
California
$656K +$1.87K +22 +0.3%
WOSD
593
WFA of San Diego
California
$654K – – –
BBPWM
594
Blue Bell Private Wealth Management
Pennsylvania
$654K -$98K -1,156 -13%
RSWM
595
Robertson Stephens Wealth Management
California
$652K -$11.2K -132 -2%
CSIC
596
Clifford Swan Investment Counsel
California
$652K – – –
RWM
597
Ritholtz Wealth Management
New York
$650K +$182K +2,150 +39%
CWA
598
Continuum Wealth Advisors
New York
$648K +$648K +7,636 New
PPP
599
Private Portfolio Partners
New Jersey
$647K -$3.39K -40 -0.5%
PPW
600
Pasadena Private Wealth
California
$647K +$38.2K +451 +6%
22 23
24
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