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

1,069 hedge funds and large institutions have $26B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 347 increasing their positions, 390 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
17.04%
Holding in Top 10
140
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.41%
% of All Funds
2.23%
New
64
Increased
347
Reduced
390
Closed
57
Calls
$11.3M
Puts
$1.24M
Net Calls
+$10.1M
Net Calls Change
-$3.58M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$887M
2
Empower Advisory Group
Empower Advisory Group
Colorado
$249M
3
Wealthfront Advisers
Wealthfront Advisers
California
$391M
4
Wells Fargo
Wells Fargo
California
$4.62B
5
Osaic Holdings
Osaic Holdings
Arizona
$209M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$124M
2
LWM
LJI Wealth Management
Indiana
$74.4M
3
AT
American Trust
Kentucky
$785K
4
SW
SVB Wealth
Massachusetts
$80.7M
5
EK
Evensky & Katz
Florida
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
576
Transform Wealth
Colorado
$807K -$26.8K -283 -3%
PPW
577
Pasadena Private Wealth
California
$798K +$119K +1,263 +18%
WP
578
WealthShield Partners
North Carolina
$794K -$610K -6,447 -43%
AT
579
American Trust
Kentucky
$785K -$56M -595,051 -99%
ACA
580
Aptus Capital Advisors
Alabama
$781K -$3.14M -33,359 -80%
BIP
581
Bouvel Investment Partners
Pennsylvania
$779K +$113K +1,195 +17%
ACM
582
Advisors Capital Management
New Jersey
$777K +$309K +3,280 +66%
AF
583
Apexium Financial
Texas
$773K – – –
MM
584
Meridian Management
Arkansas
$763K – – –
CFG
585
Cooper Financial Group
California
$761K -$90.3K -959 -11%
M&T Bank
586
M&T Bank
New York
$759K – – –
CA
587
Claris Advisors
Missouri
$759K +$394K +4,188 +108%
DPI
588
Diversified Portfolios Inc
Michigan
$749K +$104K +1,103 +16%
FHA
589
First Horizon Advisors
Tennessee
$747K +$31.1K +330 +4%
WCWM
590
Willow Creek Wealth Management
California
$738K +$28K +297 +4%
LA
591
LexAurum Advisors
Kansas
$737K -$34K -361 -4%
GWM
592
Greenhouse Wealth Management
Connecticut
$736K – – –
PWM
593
PBMares Wealth Management
Virginia
$735K -$471 -5 -0.1%
PIAS
594
PCA Investment Advisory Services
Ohio
$730K -$43.2K -459 -6%
CWM
595
Centurion Wealth Management
Virginia
$728K -$1.35M -14,308 -65%
CWS
596
Cypress Wealth Services
California
$726K -$4.33K -46 -0.6%
TCBWMS
597
Texas Capital Bank Wealth Management Services
Texas
$726K -$6.33M -67,253 -90%
CSIC
598
Clifford Swan Investment Counsel
California
$724K – – –
EFH
599
Eaton Financial Holdings
Florida
$723K -$471 -5 -0.1%
SPWM
600
Schrum Private Wealth Management
Florida
$712K +$11.9K +126 +2%
22 23
24
25 26