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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
+$1.16B
2
BlackRock
BlackRock
New York
+$169M
3
MFIM
Mesirow Financial Investment Management
Illinois
+$96.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$91.1M
5
BSW
Buckingham Strategic Wealth
Missouri
+$74.2M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$92.4M
2
Osaic Holdings
Osaic Holdings
Arizona
-$63.2M
3
TLIC
Taiyo Life Insurance Company
Japan
-$54.4M
4
Empower Advisory Group
Empower Advisory Group
Colorado
-$50M
5
SW
SVB Wealth
Massachusetts
-$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCBWMS
651
Texas Capital Bank Wealth Management Services
Texas
$811K – – –
FWM
652
ForthRight Wealth Management
Georgia
$809K -$98.2K -933 -11%
CSIC
653
Clifford Swan Investment Counsel
California
$808K – – –
COCM
654
Charter Oak Capital Management
New Hampshire
$801K +$13.4K +127 +2%
HNB
655
Huntington National Bank
Ohio
$797K -$700K – –
FWP
656
Falcon Wealth Planning
California
$794K +$10.7K +102 +1%
Neuberger Berman Group
657
Neuberger Berman Group
New York
$778K -$356K -3,386 -31%
IFWM
658
Institute for Wealth Management
Colorado
$773K +$6.52K +62 +0.9%
KFP
659
Keener Financial Planning
Texas
$767K +$767K +7,289 New
CWS
660
Cypress Wealth Services
California
$767K -$44.6K -424 -5%
ECG
661
Edge Capital Group
Georgia
$765K – – –
PPW
662
Pasadena Private Wealth
California
$765K -$127K -1,204 -14%
CCFM
663
Clear Creek Financial Management
Washington
$759K +$3.79K +36 +0.5%
PPP
664
Private Portfolio Partners
New Jersey
$756K -$1.79K -17 -0.2%
SWA
665
SFMG Wealth Advisors
Texas
$753K +$6.52K +62 +0.9%
VAS
666
Vestmark Advisory Solutions
Massachusetts
$748K +$506K +4,811 +209%
GGS
667
Galvin Gaustad & Stein
Arizona
$747K -$26.5K -252 -3%
CCWM
668
Correct Capital Wealth Management
Missouri
$746K +$746K +7,086 New
RFN
669
Redwood Financial Network
Ohio
$741K +$741K +7,045 New
VWA
670
Visionary Wealth Advisors
Illinois
$740K +$1.89K +18 +0.3%
GWMR
671
GC Wealth Management RIA
Massachusetts
$739K +$739K +7,019 New
WP
672
WealthShield Partners
North Carolina
$738K -$145K -1,376 -16%
WCM
673
Windsor Capital Management
Arizona
$734K -$11.4K -108 -2%
BBPWM
674
Blue Bell Private Wealth Management
Pennsylvania
$726K -$41.9K -398 -5%
KL
675
KWMG LLC
Kansas
$721K -$105 -1 -0%
25 26
27
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