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

990 hedge funds and large institutions have $26.4B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 413 increasing their positions, 324 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-10
Holders Change %
-1%
% of All Funds
16.74%
Holding in Top 10
134
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.27%
New
86
Increased
413
Reduced
324
Closed
81
Calls
$9.94M
Puts
$2.09M
Net Calls
+$7.86M
Net Calls Change
-$9.35M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.62B
2
Osaic Holdings
Osaic Holdings
Arizona
$829M
3
CCMG
Clark Capital Management Group
Pennsylvania
$533M
4
Morgan Stanley
Morgan Stanley
New York
$856M
5
BlackRock
BlackRock
New York
$3.83B

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$2.85M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$37.1M
3
TA
Tiedemann Advisors
New York
$0
4
NB
Norinchukin Bank
Japan
$0
5
MFRM
Milliman Financial Risk Management
Illinois
$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
601
Deutsche Bank
Germany
$522K – – –
LFG
602
Lockerman Financial Group
California
$522K +$522K +6,228 New
BIP
603
Bouvel Investment Partners
Pennsylvania
$514K +$13.3K +159 +3%
MCM
604
Mengis Capital Management
Oregon
$513K +$41.9K +501 +9%
PCWA
605
Pacific Capital Wealth Advisors
California
$512K – – –
FLPIM
606
F.L. Putnam Investment Management
Massachusetts
$512K – – –
PWM
607
PBMares Wealth Management
Virginia
$509K -$587 -7 -0.1%
BCWM
608
Bartlett & Co Wealth Management
Ohio
$507K – – –
BC
609
Bartlett & Co
Ohio
$507K – – –
SF
610
Symphony Financial
Texas
$506K -$37.5K -444 -7%
MGIA
611
Moneta Group Investment Advisors
Missouri
$503K +$228K +2,725 +83%
LFA
612
Lauterbach Financial Advisors
Texas
$501K +$59.1K +706 +13%
EA
613
Efficient Advisors
Ohio
$500K -$4.86K -58 -1%
RFC
614
Regions Financial Corp
Alabama
$500K +$117K +1,396 +31%
PFS
615
Prospera Financial Services
Texas
$499K -$304K -3,633 -38%
IDA
616
Intelligence Driven Advisers
California
$498K -$10.2K -120 -2%
MCC
617
Money Concepts Capital
Florida
$494K -$948K -11,199 -66%
MHR
618
Matthew Hamilton Rosenberg
$494K +$405K +4,779 +452%
CA
619
Calton & Associates
Florida
$488K -$792K -9,472 -62%
AF
620
Apexium Financial
Texas
$487K +$62.7K +748 +15%
GC
621
Gibson Capital
Pennsylvania
$482K +$482K +5,764 New
V
622
VeraBank
Texas
$479K +$147K +1,758 +44%
MHS
623
M Holdings Securities
Oregon
$474K -$15.9K -190 -3%
IWN
624
Independent Wealth Network
Iowa
$469K +$469K +5,595 New
PD
625
Planning Directions
Pennsylvania
$458K -$7.04K -84 -2%
23 24
25
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