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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 %
MG
576
Mather Group
Illinois
$1.15M -$6.63K -63 -0.6%
SFS
577
Sowell Financial Services
Arkansas
$1.14M +$1.14M +10,832 New
TI
578
Trexquant Investment
Connecticut
$1.14M +$189K +1,794 +20%
HI
579
Harbour Investments
Wisconsin
$1.14M -$4.74K -45 -0.4%
WS
580
Wedbush Securities
California
$1.13M +$88.4K +840 +8%
CAM
581
Clarity Asset Management
Iowa
$1.13M +$1.13M +10,739 New
FIM
582
Freedom Investment Management
Connecticut
$1.13M +$1.13M +10,736 New
CIA
583
Concurrent Investment Advisors
Florida
$1.13M +$1.13M +10,697 New
CIA
584
Compass Ion Advisors
Pennsylvania
$1.12M +$1.05K +10 +0.1%
BWL
585
Bogart Wealth LLC
Virginia
$1.11M – – –
SFG
586
Sovereign Financial Group
Connecticut
$1.11M +$765K +7,265 +221%
WP
587
Westmount Partners
California
$1.11M +$8.31K +79 +0.8%
PCP
588
Proficio Capital Partners
Massachusetts
$1.1M +$1.1M +10,427 New
BAM
589
Belpointe Asset Management
Nevada
$1.08M +$122K +1,159 +13%
MSA
590
Marino Stram & Associates
Massachusetts
$1.08M -$2.32K -22 -0.2%
IFA
591
Index Fund Advisors
California
$1.07M -$10.5K -100 -1%
AI
592
Accredited Investors
Minnesota
$1.07M -$11K -105 -1%
ST
593
Smithfield Trust
Pennsylvania
$1.07M -$2.84K -27 -0.3%
CFA
594
Cahill Financial Advisors
Minnesota
$1.06M -$13.5K -128 -1%
AP
595
Atwood & Palmer
Missouri
$1.06M -$22K -209 -2%
PAS
596
Park Avenue Securities
New York
$1.06M +$125K +1,187 +13%
TLA
597
Tanglewood Legacy Advisors
Texas
$1.05M +$29.7K +282 +3%
WWM
598
Wolff Wiese Magana
California
$1.04M +$7.58K +72 +0.7%
VWM
599
VCI Wealth Management
Missouri
$1.04M +$1.04M +9,917 New
National Bank of Canada
600
National Bank of Canada
Quebec, Canada
$1.04M -$223K -2,140 -18%
22 23
24
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