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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 %
MM
626
Meridian Management
Arkansas
$894K – – –
PCWA
627
Pacific Capital Wealth Advisors
California
$889K +$113K +1,077 +15%
CCG
628
Cypress Capital Group
Florida
$884K -$75.1K -714 -8%
TW
629
TritonPoint Wealth
Maryland
$884K +$884K +8,399 New
ML
630
Mayport LLC
Massachusetts
$883K +$883K +8,389 New
BF
631
Brooklyn FI
New York
$877K +$877K +8,336 New
W
632
WealthCollab
Washington
$875K +$875K +8,318 New
VC
633
Vicus Capital
Pennsylvania
$869K -$153K -1,457 -15%
BIP
634
Bouvel Investment Partners
Pennsylvania
$869K -$1.68K -16 -0.2%
LA
635
LexAurum Advisors
Kansas
$867K +$44K +418 +5%
PWM
636
PBMares Wealth Management
Virginia
$866K +$45.1K +429 +5%
SS
637
Sound Stewardship
Kansas
$863K -$60.6K -576 -7%
AF
638
Apexium Financial
Texas
$862K -$526 -5 -0.1%
SC
639
Scotia Capital
Ontario, Canada
$842K +$842K +8,006 New
MCC
640
Money Concepts Capital
Florida
$837K +$153K +1,456 +22%
GWM
641
Greenhouse Wealth Management
Connecticut
$830K +$7.58K +72 +0.9%
M&T Bank
642
M&T Bank
New York
$828K -$19.7K -187 -2%
WCWM
643
Willow Creek Wealth Management
California
$825K – – –
PIAS
644
PCA Investment Advisory Services
Ohio
$825K +$8.63K +82 +1%
SOS
645
Silver Oak Securities
Tennessee
$823K +$49.2K +468 +6%
FHA
646
First Horizon Advisors
Tennessee
$823K -$11.4K -108 -1%
CWM
647
Centurion Wealth Management
Virginia
$815K +$1.16K +11 +0.1%
CFG
648
Cooper Financial Group
California
$815K -$34.9K -332 -4%
EFH
649
Eaton Financial Holdings
Florida
$811K +$3.68K +35 +0.5%
AWC
650
Abundance Wealth Counselors
Pennsylvania
$811K +$811K +7,703 New
24 25
26
27 28