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

1,173 hedge funds and large institutions have $31.1B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 449 increasing their positions, 364 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,173
Holders Change
+104
Holders Change %
+9.73%
% of All Funds
17.2%
Holding in Top 10
158
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.86%
% of All Funds
2.32%
New
181
Increased
449
Reduced
364
Closed
57
Calls
$22M
Puts
$3.49M
Net Calls
+$18.5M
Net Calls Change
+$8.43M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.26B
2
BlackRock
BlackRock
New York
$4.4B
3
MFIM
Mesirow Financial Investment Management
Illinois
$96.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$453M
5
BSW
Buckingham Strategic Wealth
Missouri
$273M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$898M
2
Osaic Holdings
Osaic Holdings
Arizona
$171M
3
TLIC
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
Empower Advisory Group
Colorado
$228M
5
SW
SVB Wealth
Massachusetts
$40.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
601
Oppenheimer & Co
New York
$1.03M +$45K +428 +5%
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.03M +$693K +6,588 +207%
IC
603
IEQ Capital
California
$1.03M +$306K +2,908 +42%
VPP
604
Vertex Planning Partners
Illinois
$1.01M -$91.6K -870 -8%
SFC
605
Sprinkle Financial Consultants
Colorado
$1.01M +$1.01M +9,635 New
CTB
606
Country Trust Bank
Illinois
$1.01M – – –
PFA
607
Pathway Financial Advisors
Vermont
$1M – – –
OWM
608
Orgel Wealth Management
Wisconsin
$1M – – –
ST
609
Somerset Trust
Pennsylvania
$988K – – –
SWMP
610
Signature Wealth Management Partners
New Jersey
$980K -$23.3K -221 -2%
MWM
611
Merriman Wealth Management
Washington
$977K -$42.7K -406 -4%
ESB
612
Essex Savings Bank
Connecticut
$977K +$386K +3,664 +65%
V
613
VeraBank
Texas
$970K -$200K -1,900 -17%
SIA
614
Schechter Investment Advisors
Michigan
$963K – – –
VCM
615
Virtue Capital Management
Tennessee
$951K +$951K +9,214 New
SAA
616
Southeast Asset Advisors
Georgia
$945K – – –
MFWP
617
Mosaic Family Wealth Partners
Missouri
$942K – – –
FPCG
618
Fort Pitt Capital Group
Pennsylvania
$924K -$174K -1,653 -16%
CWC
619
Carolinas Wealth Consulting
North Carolina
$920K +$157K +1,492 +21%
DI
620
DFPG Investments
Utah
$910K -$311K -3,007 -25%
AWE
621
Avidian Wealth Enterprises
Texas
$906K -$22.5K -214 -2%
FHA
622
Flagship Harbor Advisors
Massachusetts
$902K +$217K +2,058 +32%
KWS
623
Keystone Wealth Services
California
$902K -$30.7K -292 -3%
RCM
624
Raleigh Capital Management
North Carolina
$900K +$900K +8,552 New
TW
625
Transform Wealth
Colorado
$895K -$2.11K -20 -0.2%
23 24
25
26 27