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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 %
V
676
VeraBank
Texas
$451K -$848 -10 -0.2%
TFCP
677
Twin Focus Capital Partners
Massachusetts
$449K -$153K -1,800 -25%
BDFN
678
Bond & Devick Financial Network
Minnesota
$449K +$49.4K +582 +12%
SSWM
679
Smith Salley Wealth Management
North Carolina
$448K +$448K +5,279 New
PD
680
Planning Directions
Pennsylvania
$447K -$18.6K -219 -4%
BFG
681
Beacon Financial Group
Texas
$447K – – –
CA
682
Calton & Associates
Florida
$446K -$33.7K -398 -7%
RDFA
683
Ritter Daniher Financial Advisory
Ohio
$446K +$130K +1,531 +41%
PA
684
Procyon Advisors
Connecticut
$445K +$181K +2,130 +68%
KFC
685
Klingenstein Fields & Co
New York
$443K – – –
GLA
686
Good Life Advisors
Pennsylvania
$442K -$104K -1,232 -19%
KM
687
Kalos Management
Georgia
$441K -$119K -1,401 -21%
CT
688
Colonial Trust
South Carolina
$440K – – –
TC
689
Telemus Capital
Michigan
$438K – – –
TNA
690
True North Advisors
Texas
$436K +$85 +1 +0%
IC
691
IEQ Capital
California
$435K +$1.27K +15 +0.3%
RFC
692
Regions Financial Corp
Alabama
$435K -$46.7K -551 -10%
MWP
693
Madison Wealth Partners
Wisconsin
$429K -$68.9K -813 -14%
ZIG
694
Zullo Investment Group
Pennsylvania
$423K +$170 +2 +0%
LNWWM
695
Laird Norton Wetherby Wealth Management
California
$422K – – –
XF
696
XML Financial
Maryland
$413K – – –
MSFS
697
Main Street Financial Solutions
Pennsylvania
$413K +$25.7K +303 +7%
HIA
698
Harbor Investment Advisory
Maryland
$412K -$157K -1,852 -28%
FCI
699
Financial Counselors Inc
Kansas
$410K +$2.12K +25 +0.5%
BTWM
700
Baker Tilly Wealth Management
Wisconsin
$407K +$79.8K +941 +24%
26 27
28
29 30