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iShares Core S&P Total US Stock Market ETF

1,050 hedge funds and large institutions have $24.3B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 368 increasing their positions, 412 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
-13
Holders Change %
-1.22%
% of All Funds
16.81%
Holding in Top 10
133
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.64%
% of All Funds
2.13%
New
78
Increased
368
Reduced
412
Closed
58
Calls
$11.8M
Puts
$2.3M
Net Calls
+$9.5M
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Shares
Change %
TI
576
Tidal Investments
Wisconsin
$714K +$74.5K +822 +12%
CWC
577
Carolinas Wealth Consulting
North Carolina
$707K +$1.45K +16 +0.2%
EFH
578
Eaton Financial Holdings
Florida
$707K -$105K -1,157 -13%
JC
579
JB Capital
Connecticut
$707K -$12.7K -140 -2%
GWM
580
Greenhouse Wealth Management
Connecticut
$705K +$2.72K +30 +0.4%
HNB
581
Huntington National Bank
Ohio
$703K -$672K
CWS
582
Cypress Wealth Services
California
$702K -$40.7K -450 -5%
WOSD
583
WFA of San Diego
California
$699K +$543 +6 +0.1%
RSWM
584
Robertson Stephens Wealth Management
California
$697K
CSIC
585
Clifford Swan Investment Counsel
California
$696K
PCA
586
Prosperity Capital Advisors
Ohio
$685K -$208K -2,293 -23%
PPW
587
Pasadena Private Wealth
California
$685K -$5.71K -63 -0.8%
WCWM
588
Willow Creek Wealth Management
California
$683K
BBPWM
589
Blue Bell Private Wealth Management
Pennsylvania
$682K -$15.8K -174 -2%
SWA
590
Strategies Wealth Advisors
Michigan
$679K +$61.4K +678 +10%
LFA
591
Lauterbach Financial Advisors
Texas
$675K +$59.2K +654 +10%
COCM
592
Charter Oak Capital Management
New Hampshire
$669K -$1.9K -21 -0.3%
PWM
593
Perigon Wealth Management
California
$668K -$102K -1,124 -13%
PCWA
594
Pacific Capital Wealth Advisors
California
$667K -$12.9K -142 -2%
SPWM
595
Schrum Private Wealth Management
Florida
$664K -$3.89K -43 -0.6%
CWM
596
Congress Wealth Management
Massachusetts
$663K +$4.53K +50 +0.7%
ECG
597
Edge Capital Group
Georgia
$659K +$346K +3,821 +111%
BIP
598
Bouvel Investment Partners
Pennsylvania
$658K -$30.2K -334 -4%
SFS
599
Sowell Financial Services
Arkansas
$654K -$1.21M -13,353 -65%
BOPW
600
Brandywine Oak Private Wealth
Pennsylvania
$650K +$86K +950 +15%