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

1,069 hedge funds and large institutions have $26B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 347 increasing their positions, 390 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
17.04%
Holding in Top 10
140
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.41%
% of All Funds
2.23%
New
64
Increased
347
Reduced
390
Closed
57
Calls
$11.3M
Puts
$1.24M
Net Calls
+$10.1M
Net Calls Change
-$3.58M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$887M
2
Empower Advisory Group
Empower Advisory Group
Colorado
$249M
3
Wealthfront Advisers
Wealthfront Advisers
California
$391M
4
Wells Fargo
Wells Fargo
California
$4.62B
5
Osaic Holdings
Osaic Holdings
Arizona
$209M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$124M
2
LWM
LJI Wealth Management
Indiana
$74.4M
3
AT
American Trust
Kentucky
$785K
4
SW
SVB Wealth
Massachusetts
$80.7M
5
EK
Evensky & Katz
Florida
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
601
Moneta Group Investment Advisors
Missouri
$708K -$140K -1,484 -16%
COCM
602
Charter Oak Capital Management
New Hampshire
$705K +$9.14K +97 +1%
SF
603
Synovus Financial
Georgia
$705K -$107K -1,141 -13%
LFA
604
Lauterbach Financial Advisors
Texas
$703K +$94 +1 +0%
FWP
605
Falcon Wealth Planning
California
$701K +$230K +2,445 +49%
HNB
606
Huntington National Bank
Ohio
$700K -$804K – –
PCWA
607
Pacific Capital Wealth Advisors
California
$694K – – –
SOS
608
Silver Oak Securities
Tennessee
$693K -$41.1K -436 -6%
GGS
609
Galvin Gaustad & Stein
Arizona
$692K -$8.48K -90 -1%
BBPWM
610
Blue Bell Private Wealth Management
Pennsylvania
$687K -$11K -117 -2%
IFWM
611
Institute for Wealth Management
Colorado
$686K +$1.32K +14 +0.2%
ECG
612
Edge Capital Group
Georgia
$685K – – –
HIP
613
HUB Investment Partners
Texas
$683K -$370K -3,924 -35%
PPP
614
Private Portfolio Partners
New Jersey
$678K +$10.2K +108 +2%
CCFM
615
Clear Creek Financial Management
Washington
$676K -$50.7K -538 -7%
SWA
616
SFMG Wealth Advisors
Texas
$668K -$110K -1,163 -14%
WCM
617
Windsor Capital Management
Arizona
$667K +$2.64K +28 +0.4%
CWC
618
Carolinas Wealth Consulting
North Carolina
$664K +$458 +5 +0.1%
VWA
619
Visionary Wealth Advisors
Illinois
$661K -$4.33K -46 -0.7%
DIA
620
Dana Investment Advisors
Wisconsin
$656K +$145K +1,540 +28%
DWP
621
Daymark Wealth Partners
Ohio
$654K -$283K -3,001 -30%
MWM
622
Meridian Wealth Management
Kentucky
$652K +$406K +4,309 +165%
GIA
623
GHP Investment Advisors
Colorado
$647K +$80.7K +853 +14%
NRWA
624
North Ridge Wealth Advisors
Oregon
$646K -$17K -180 -3%
KL
625
KWMG LLC
Kansas
$645K +$94 +1 +0%
23 24
25
26 27