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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 %
IC
626
IEQ Capital
California
$645K +$471 +5 +0.1%
BL
627
Balentine LLC
Georgia
$644K -$9.42K -100 -1%
HF
628
HRT Financial
New York
$642K +$642K +6,823 New
MAS
629
Madden Advisory Services
Florida
$634K -$31.3K -332 -5%
SAG
630
SageView Advisory Group
California
$634K -$905K -9,611 -59%
BFG
631
Beacon Financial Group
Texas
$631K – – –
NSAM
632
North Star Asset Management
Wisconsin
$623K +$79.1K +840 +15%
SC
633
Soundwatch Capital
Connecticut
$622K – – –
YU
634
Yale University
Connecticut
$621K – – –
GC
635
Gibson Capital
Pennsylvania
$616K – – –
FHA
636
Flagship Harbor Advisors
Massachusetts
$614K – – –
BOPW
637
Brandywine Oak Private Wealth
Pennsylvania
$614K -$137K -1,454 -18%
AWM
638
Avior Wealth Management
Nebraska
$613K +$20.6K +219 +3%
MCC
639
Money Concepts Capital
Florida
$612K +$20.9K +222 +4%
SWA
640
Strategies Wealth Advisors
Michigan
$611K -$85.2K -905 -12%
BDFN
641
Bond & Devick Financial Network
Minnesota
$607K -$188 -2 -0%
CAG
642
Csenge Advisory Group
Florida
$605K +$80.5K +855 +15%
HWA
643
HCR Wealth Advisors
California
$605K -$41.4K -440 -6%
CSIA
644
Charles Schwab Investment Advisory
California
$602K +$219K +2,326 +57%
PWM
645
Perigon Wealth Management
California
$602K – – –
WP
646
WealthPLAN Partners
Nebraska
$598K +$161K +1,705 +37%
CI
647
Cordant Inc
Oregon
$597K -$11.5K -122 -2%
SDWIA
648
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$596K +$188 +2 +0%
SL
649
Salomon & Ludwin
Virginia
$587K -$848 -9 -0.1%
JTWM
650
Jackson Thornton Wealth Management
Alabama
$575K +$5.93K +63 +1%
24 25
26
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