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

1,063 hedge funds and large institutions have $24.6B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 362 increasing their positions, 368 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+86
Holders Change %
+8.8%
% of All Funds
17.15%
Holding in Top 10
144
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.63%
% of All Funds
2.32%
New
173
Increased
362
Reduced
368
Closed
61
Calls
$14.2M
Puts
$4.97M
Net Calls
+$9.21M
Net Calls Change
+$167K

Top Buyers

1
PCA
Personal Capital Advisors
California
$300M
2
Betterment LLC
Betterment LLC
New York
$1.15B
3
AWA
Arete Wealth Advisors
Illinois
$594M
4
BP
Ballentine Partners
Massachusetts
$265M
5
AIM
Allen Investment Management
New York
$52.4M

Top Sellers

1
UBS AM
UBS AM
Illinois
$0
2
BlackRock
BlackRock
New York
$3.76B
3
Osaic Holdings
Osaic Holdings
Arizona
$126M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$324M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
651
WealthSpring Partners
California
$508K -$227K -2,676 -31%
T
652
TrueFG
Texas
$507K -$53.8K -634 -10%
SCA
653
Stonebridge Capital Advisors
Minnesota
$505K -$59.2K -698 -10%
MFA
654
McClarren Financial Advisors
Pennsylvania
$502K +$2.37K +28 +0.5%
SF
655
Symphony Financial
Texas
$501K -$5.02K -59 -1%
BF
656
BOK Financial
Oklahoma
$496K -$30.4K -358 -6%
PIA
657
Panoramic Investment Advisors
Colorado
$496K +$496K +5,849 New
IDA
658
Intelligence Driven Advisers
California
$495K -$516 -6 -0.1%
NSAM
659
North Star Asset Management
Wisconsin
$490K -$22.5K -265 -4%
SL
660
Sentinus LLC
Illinois
$487K +$232K +2,734 +91%
GW
661
GW & Wade
Massachusetts
$485K -$315K -3,712 -39%
WP
662
WealthPLAN Partners
Nebraska
$476K +$476K +5,172 New
WIM
663
WealthPlan Investment Management
Nebraska
$476K +$5.33K +58 +1%
FNC
664
First National Corp
Massachusetts
$474K +$31.5K +372 +7%
RF
665
Resolute Financial
Massachusetts
$471K +$2.12K +25 +0.5%
EA
666
Efficient Advisors
Ohio
$469K +$5K +59 +1%
ESB
667
Essex Savings Bank
Connecticut
$468K -$81.9K -966 -15%
EWA
668
Exencial Wealth Advisors
Oklahoma
$466K +$466K +5,501 New
MCM
669
Mengis Capital Management
Oregon
$462K – – –
TIA
670
Traphagen Investment Advisors
New Jersey
$458K +$458K +11,945 New
1IA
671
1834 Investment Advisors
Wisconsin
$457K -$130K -1,528 -22%
IAS
672
Insigneo Advisory Services
Florida
$454K +$454K +5,354 New
FFS
673
Founders Financial Securities
Maryland
$452K +$6.53K +77 +1%
SCM
674
SOL Capital Management
Maryland
$452K -$678 -8 -0.1%
AWAG
675
ARS Wealth Advisors Group
Florida
$452K -$84.2K -993 -16%
25 26
27
28 29