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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 %
WAL
651
W Advisors LLC
Tennessee
$574K +$94 +1 +0%
SF
652
Symphony Financial
Texas
$572K -$27K -287 -5%
FAIM
653
Financial Advocates Investment Management
Washington
$571K +$68.9K +784 +14%
AAS
654
Annex Advisory Services
Wisconsin
$570K – – –
Deutsche Bank
655
Deutsche Bank
Germany
$567K – – –
T
656
TrueFG
Texas
$565K -$1.51K -16 -0.3%
GFS
657
GYL Financial Synergies
Connecticut
$564K +$198K +2,105 +54%
MOS
658
MGO One Seven
Ohio
$564K -$9.42K -100 -2%
HI
659
Human Investing
Oregon
$564K -$20.9K -222 -4%
FLPIM
660
F.L. Putnam Investment Management
Massachusetts
$562K -$158K -1,674 -22%
TI
661
Tidal Investments
Wisconsin
$561K -$85K -903 -13%
GW
662
GW & Wade
Massachusetts
$560K -$30.3K -322 -5%
FFL
663
Financial Freedom LLC
Ohio
$560K -$50K -531 -8%
First Manhattan
664
First Manhattan
New York
$554K +$21.4K +227 +4%
CWM
665
Congress Wealth Management
Massachusetts
$547K +$84.9K +901 +18%
GAB
666
German American Bancorp
Indiana
$544K – – –
SCA
667
Stonebridge Capital Advisors
Minnesota
$542K – – –
PIA
668
Panoramic Investment Advisors
Colorado
$539K +$539K +5,724 New
GBWM
669
Granite Bay Wealth Management
New Hampshire
$539K +$539K +5,481 New
KFC
670
Klingenstein Fields & Co
New York
$539K – – –
MCA
671
MSH Capital Advisors
Arizona
$533K -$39.9K -424 -7%
FCI
672
Financial Counselors Inc
Kansas
$531K – – –
MFA
673
McClarren Financial Advisors
Pennsylvania
$530K -$31.9K -339 -6%
ESB
674
Essex Savings Bank
Connecticut
$529K +$11.2K +119 +2%
WTC
675
WhitTier Trust Company
Nevada
$522K +$94 +1 +0%
25 26
27
28 29