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

1,071 hedge funds and large institutions have $27B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 378 increasing their positions, 411 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+21
Holders Change %
+2%
% of All Funds
16.89%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
2.24%
New
66
Increased
378
Reduced
411
Closed
39
Calls
$14.7M
Puts
$1.04M
Net Calls
+$13.6M
Net Calls Change
+$4.15M

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$359M
2
RCG
2
Rock Creek Group
District of Columbia
$156M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$349M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$157M
5
Cerity Partners
5
Cerity Partners
New York
$223M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$139M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$1.45B
3
Wells Fargo
3
Wells Fargo
California
$4.69B
4
Betterment LLC
4
Betterment LLC
New York
$1.31B
5
CAM
5
Cresset Asset Management
Illinois
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDFN
651
Bond & Devick Financial Network
Minnesota
$631K +$107K +1,096 +20%
PWM
652
Perigon Wealth Management
California
$625K -$96.4K -985 -13%
SDWIA
653
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$619K +$1.47K +15 +0.2%
SF
654
Symphony Financial
Texas
$616K +$10.7K +111 +2%
AWM
655
Avior Wealth Management
Nebraska
$616K -$39.7K -406 -6%
MCC
656
Money Concepts Capital
Florida
$614K -$1.03M -10,516 -63%
BFG
657
Beacon Financial Group
Texas
$614K – – –
GW
658
GW & Wade
Massachusetts
$613K +$53.4K +546 +10%
SL
659
Salomon & Ludwin
Virginia
$610K +$2.25K +23 +0.4%
NIM
660
Northeast Investment Management
Massachusetts
$610K +$610K +6,233 New
HI
661
Human Investing
Oregon
$607K -$18.8K -192 -3%
WAL
662
W Advisors LLC
Tennessee
$596K – – –
MOS
663
MGO One Seven
Ohio
$595K -$59.1K -604 -9%
MCA
664
MSH Capital Advisors
Arizona
$595K +$376K +3,843 +172%
AAS
665
Annex Advisory Services
Wisconsin
$592K +$592K +6,054 New
JTWM
666
Jackson Thornton Wealth Management
Alabama
$592K +$50.6K +517 +9%
Deutsche Bank
667
Deutsche Bank
Germany
$589K – – –
GIA
668
GHP Investment Advisors
Colorado
$589K -$492 -5 -0.1%
T
669
TrueFG
Texas
$589K +$4.4K +45 +0.8%
MFA
670
McClarren Financial Advisors
Pennsylvania
$584K +$1.76K +18 +0.3%
GAB
671
German American Bancorp
Indiana
$566K -$29.1K -297 -5%
NSAM
672
North Star Asset Management
Wisconsin
$565K – – –
EA
673
Efficient Advisors
Ohio
$563K +$26.1K +267 +5%
SCA
674
Stonebridge Capital Advisors
Minnesota
$563K – – –
KFC
675
Klingenstein Fields & Co
New York
$560K +$58K +593 +12%
25 26
27
28 29