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

1,071 hedge funds and large institutions have $27B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 378 increasing their positions, 411 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+21
Holders Change %
+2%
% of All Funds
16.89%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
2.24%
New
66
Increased
378
Reduced
411
Closed
39
Calls
$14.7M
Puts
$1.04M
Net Calls
+$13.6M
Net Calls Change
+$4.15M

Top Buyers

1
SWM
SigFig Wealth Management
California
$359M
2
RCG
Rock Creek Group
District of Columbia
$156M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$349M
4
BSW
Buckingham Strategic Wealth
Missouri
$157M
5
Cerity Partners
Cerity Partners
New York
$223M

Top Sellers

1
SW
SVB Wealth
Massachusetts
$139M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$1.45B
3
Wells Fargo
Wells Fargo
California
$4.69B
4
Betterment LLC
Betterment LLC
New York
$1.31B
5
CAM
Cresset Asset Management
Illinois
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
601
Burt Wealth Advisors
Maryland
$774K – – –
GL
602
Graypoint LLC
New York
$771K +$110K +1,128 +17%
GWM
603
Greenhouse Wealth Management
Connecticut
$764K +$2.25K +23 +0.3%
PWM
604
PBMares Wealth Management
Virginia
$764K +$183K +1,874 +32%
RCM
605
Raleigh Capital Management
North Carolina
$762K +$195K +1,988 +34%
SOS
606
Silver Oak Securities
Tennessee
$762K -$143K -1,467 -16%
CCFM
607
Clear Creek Financial Management
Washington
$754K +$256K +2,620 +51%
CSIC
608
Clifford Swan Investment Counsel
California
$752K – – –
EFH
609
Eaton Financial Holdings
Florida
$752K -$12.2K -125 -2%
FLPIM
610
F.L. Putnam Investment Management
Massachusetts
$748K +$159K +1,624 +27%
FHA
611
First Horizon Advisors
Tennessee
$743K -$130K -1,328 -15%
AIP
612
ARS Investment Partners
New York
$741K -$347K -3,550 -32%
WCWM
613
Willow Creek Wealth Management
California
$738K – – –
LFA
614
Lauterbach Financial Advisors
Texas
$730K +$489 +5 +0.1%
GGS
615
Galvin Gaustad & Stein
Arizona
$728K +$53.1K +543 +8%
SPWM
616
Schrum Private Wealth Management
Florida
$728K +$10.4K +106 +1%
BBPWM
617
Blue Bell Private Wealth Management
Pennsylvania
$725K -$12.2K -125 -2%
SWA
618
Strategies Wealth Advisors
Michigan
$723K -$10.7K -109 -1%
COCM
619
Charter Oak Capital Management
New Hampshire
$723K -$98 -1 -0%
PCWA
620
Pacific Capital Wealth Advisors
California
$721K – – –
Charles Schwab
621
Charles Schwab
California
$715K +$200K +2,047 +39%
V
622
VeraBank
Texas
$713K +$193K +1,974 +37%
ECG
623
Edge Capital Group
Georgia
$712K – – –
AAS
624
Ameritas Advisory Services
Nebraska
$711K -$97.5K -1,007 -12%
IFWM
625
Institute for Wealth Management
Colorado
$711K +$15.8K +161 +2%
23 24
25
26 27