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

1,000 hedge funds and large institutions have $27.4B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 407 increasing their positions, 317 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
+7
Holders Change %
+0.7%
% of All Funds
15.83%
Holding in Top 10
134
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.74%
% of All Funds
2.12%
New
87
Increased
407
Reduced
317
Closed
69
Calls
$21.2M
Puts
$3.97M
Net Calls
+$17.2M
Net Calls Change
+$12.3M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$1.19B
2
BlackRock
BlackRock
New York
$4.35B
3
Wells Fargo
Wells Fargo
California
$5.15B
4
AllianceBernstein
AllianceBernstein
Tennessee
$810M
5
Stifel Financial
Stifel Financial
Missouri
$343M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$591M
2
VA
Valmark Advisers
Ohio
$41M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$1.85B
4
CI
Cigna Investments
Connecticut
$37.5M
5
FQ
First Quadrant
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
601
Advisor Partners
California
$579K -$49.6K -492 -8%
MCM
602
Mengis Capital Management
Oregon
$568K -$20.2K -200 -3%
PD
603
Planning Directions
Pennsylvania
$560K +$1.72K +17 +0.3%
PWM
604
Perigon Wealth Management
California
$558K +$8.37K +83 +2%
GM
605
GeoWealth Management
Illinois
$548K -$4.54M -45,005 -89%
AF
606
Apexium Financial
Texas
$541K – – –
LA
607
Latitude Advisors
Florida
$541K +$182K +1,799 +51%
BFG
608
Beacon Financial Group
Texas
$539K – – –
WPW
609
Waldron Private Wealth
Pennsylvania
$539K +$87.8K +870 +19%
PA
610
PSI Advisors
Florida
$538K +$7.37K +73 +1%
SCM
611
SOL Capital Management
Maryland
$537K – – –
LFA
612
Lauterbach Financial Advisors
Texas
$533K +$75K +742 +16%
HW
613
Hancock Whitney
Mississippi
$528K -$83.3K -825 -14%
KFC
614
Klingenstein Fields & Co
New York
$528K – – –
WAP
615
Wealthcare Advisory Partners
Pennsylvania
$528K +$8.99K +89 +2%
CS
616
Credit Suisse
Switzerland
$527K -$3.24K -32 -0.6%
FNC
617
First National Corp
Massachusetts
$527K +$101 +1 +0%
CCMD
618
Cypress Capital Management (Delaware)
Delaware
$525K -$15.1K -150 -3%
M&T Bank
619
M&T Bank
New York
$525K – – –
AWM
620
Avior Wealth Management
Nebraska
$524K -$68.3K -678 -12%
FFS
621
Founders Financial Securities
Maryland
$522K – – –
TNA
622
True North Advisors
Texas
$518K – – –
ZIG
623
Zullo Investment Group
Pennsylvania
$514K – – –
TC
624
Telemus Capital
Michigan
$514K – – –
SLWA
625
San Luis Wealth Advisors
California
$513K +$513K +4,795 New
23 24
25
26 27