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

993 hedge funds and large institutions have $28.8B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 371 increasing their positions, 269 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
+123
Holders Change %
+14.14%
% of All Funds
15.34%
Holding in Top 10
135
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+19.47%
% of All Funds
2.08%
New
177
Increased
371
Reduced
269
Closed
40
Calls
$11M
Puts
$6.11M
Net Calls
+$4.9M
Net Calls Change
-$5.72M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.36B
2
BlackRock
2
BlackRock
New York
$4.47B
3
PCA
3
Personal Capital Advisors
California
$167M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$784M
5
DCM
5
Disciplina Capital Management
Tennessee
$175M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$2.04B
2
MFRM
2
Milliman Financial Risk Management
Illinois
$872M
3
Stifel Financial
3
Stifel Financial
Missouri
$313M
4
E
4
Ergoteles
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
651
Columbus Macro
Pennsylvania
$458K -$58.8K -549 -11%
JWCA
652
J.W. Coons Advisors
Ohio
$457K +$641 +6 +0.1%
VFIC
653
Valley Forge Investment Consultants
Pennsylvania
$455K +$73.7K +689 +19%
LWA
654
Lineweaver Wealth Advisors
Ohio
$453K +$1.6K +15 +0.4%
CAG
655
Csenge Advisory Group
Florida
$453K +$59.5K +598 +15%
JWA
656
JFS Wealth Advisors
Pennsylvania
$450K +$7.5K +70 +2%
MYIA
657
Mount Yale Investment Advisors
Colorado
$449K +$80.7K +755 +22%
FWP
658
Falcon Wealth Planning
California
$447K +$748 +7 +0.2%
CST
659
Charles Schwab Trust
Nevada
$446K – – –
AAMC
660
Asset Allocation & Management Company
Illinois
$443K – – –
B
661
Bridgeworth
Alabama
$433K – – –
SGI
662
Summit Global Investments
Utah
$431K -$50.3K -470 -10%
AC
663
Apella Capital
Connecticut
$430K – – –
TWC
664
TD Waterhouse Canada
Ontario, Canada
$426K +$426K +3,966 New
LWA
665
Lenox Wealth Advisors
New York
$425K +$396K +3,695 +1,349%
WCM
666
WealthBridge Capital Management
Ohio
$421K +$1.18K +11 +0.3%
DWM
667
Destination Wealth Management
California
$417K +$417K +3,901 New
LRIA
668
Leonard Rickey Investment Advisors
Washington
$416K +$1.28K +12 +0.3%
GGS
669
Galvin Gaustad & Stein
Arizona
$414K -$20.7K -193 -5%
CIAS
670
Capital Investment Advisory Services
North Carolina
$414K +$9.63K +90 +2%
RFG
671
Range Financial Group
Oregon
$414K +$13.5K +126 +3%
BL
672
Balentine LLC
Georgia
$413K – – –
OC
673
Oakworth Capital
Alabama
$407K – – –
NEGWA
674
New England Guild Wealth Advisors
Connecticut
$407K – – –
Neuberger Berman Group
675
Neuberger Berman Group
New York
$405K -$225K -2,100 -36%
25 26
27
28 29