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

1,063 hedge funds and large institutions have $24.6B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 362 increasing their positions, 368 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+86
Holders Change %
+8.8%
% of All Funds
17.15%
Holding in Top 10
144
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.63%
% of All Funds
2.32%
New
173
Increased
362
Reduced
368
Closed
61
Calls
$14.2M
Puts
$4.97M
Net Calls
+$9.21M
Net Calls Change
+$167K

Top Buyers

1
PCA
Personal Capital Advisors
California
+$175M
2
Betterment LLC
Betterment LLC
New York
+$118M
3
AWA
Arete Wealth Advisors
Illinois
+$106M
4
BP
Ballentine Partners
Massachusetts
+$73.3M
5
AIM
Allen Investment Management
New York
+$49.1M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$324M
2
BlackRock
BlackRock
New York
-$275M
3
Osaic Holdings
Osaic Holdings
Arizona
-$143M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$140M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOS
601
Silver Oak Securities
Tennessee
$646K +$21.8K +257 +3%
BIP
602
Bouvel Investment Partners
Pennsylvania
$645K +$27K +318 +4%
WS
603
Wedbush Securities
California
$642K +$10.9K +129 +2%
WCWM
604
Willow Creek Wealth Management
California
$639K – – –
WFAG
605
Worth Financial Advisory Group
North Carolina
$638K +$638K +7,518 New
PCWA
606
Pacific Capital Wealth Advisors
California
$637K -$13.4K -158 -2%
COCM
607
Charter Oak Capital Management
New Hampshire
$628K +$18.1K +214 +3%
SPWM
608
Schrum Private Wealth Management
Florida
$625K -$13.8K -163 -2%
MAS
609
Madden Advisory Services
Florida
$623K – – –
VWA
610
Visionary Wealth Advisors
Illinois
$620K -$41.9K -494 -6%
CWM
611
Congress Wealth Management
Massachusetts
$617K -$241K -2,839 -28%
OPS
612
Orion Portfolio Solutions
Nebraska
$616K -$22.1M -261,000 -97%
SXL
613
Summit X LLC
Missouri
$611K -$19.7K -235 -3%
CAG
614
Csenge Advisory Group
Florida
$610K -$24.5K -289 -4%
RPC
615
Rossmore Private Capital
Connecticut
$606K – – –
DWA
616
Dougherty Wealth Advisers
Minnesota
$606K +$596K +7,025 +5,953%
FOA
617
Five Oceans Advisors
California
$603K -$31.8K -375 -5%
WCM
618
Windsor Capital Management
Arizona
$602K -$1.36K -16 -0.2%
IFWM
619
Institute for Wealth Management
Colorado
$601K +$20.9K +247 +4%
TI
620
Tidal Investments
Wisconsin
$599K +$599K +7,059 New
MOS
621
MGO One Seven
Ohio
$594K – – –
RFA
622
Resurgent Financial Advisors
Georgia
$593K -$39.6K -467 -6%
BL
623
Balentine LLC
Georgia
$593K -$161K -1,895 -21%
FMII
624
Farmers & Merchants Investments Inc
Nebraska
$587K – – –
TWC
625
TD Waterhouse Canada
Ontario, Canada
$586K +$281K +3,330 +92%
23 24
25
26 27