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

1,050 hedge funds and large institutions have $24.3B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 368 increasing their positions, 412 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
-13
Holders Change %
-1.22%
% of All Funds
16.81%
Holding in Top 10
133
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.64%
% of All Funds
2.13%
New
78
Increased
368
Reduced
412
Closed
58
Calls
$11.8M
Puts
$2.3M
Net Calls
+$9.5M
Net Calls Change
+$293K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$254M
2
Cerity Partners
Cerity Partners
New York
+$157M
3
Stifel Financial
Stifel Financial
Missouri
+$102M
4
CS
Cisco Systems
California
+$65.6M
5
OPS
Orion Portfolio Solutions
Nebraska
+$40.1M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$594M
2
BlackRock
BlackRock
New York
-$402M
3
SWM
SigFig Wealth Management
California
-$316M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$115M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
676
IEQ Capital
California
$466K +$1.18K +13 +0.3%
TNA
677
True North Advisors
Texas
$466K – – –
KFC
678
Klingenstein Fields & Co
New York
$464K -$9.06K -100 -2%
TC
679
TownSquare Capital
Utah
$464K +$53.4K +590 +13%
TC
680
Telemus Capital
Michigan
$461K – – –
CCFM
681
Clear Creek Financial Management
Washington
$461K +$461K +5,091 New
HIA
682
Harbor Investment Advisory
Maryland
$457K +$17.2K +190 +4%
FNC
683
First National Corp
Massachusetts
$456K -$50.5K -558 -10%
SC
684
Soundwatch Capital
Connecticut
$453K +$173K +1,910 +62%
LNWWM
685
Laird Norton Wetherby Wealth Management
California
$451K – – –
ACM
686
Advisors Capital Management
New Jersey
$450K +$109K +1,205 +32%
MWP
687
Madison Wealth Partners
Wisconsin
$450K -$7.88K -87 -2%
ESB
688
Essex Savings Bank
Connecticut
$448K -$51.6K -570 -10%
ZIG
689
Zullo Investment Group
Pennsylvania
$447K -$4.98K -55 -1%
GAM
690
Gemmer Asset Management
California
$442K +$442K +4,878 New
XF
691
XML Financial
Maryland
$441K – – –
AP
692
Adero Partners
California
$440K +$440K +4,860 New
FCI
693
Financial Counselors Inc
Kansas
$438K – – –
MSFS
694
Main Street Financial Solutions
Pennsylvania
$438K -$3.35K -37 -0.8%
CSIA
695
Charles Schwab Investment Advisory
California
$438K -$461K -5,091 -51%
HP
696
Hilltop Partners
Indiana
$435K +$905 +10 +0.2%
TWM
697
Thrive Wealth Management
Pennsylvania
$433K +$20.6K +227 +5%
CCA
698
Cadent Capital Advisors
Oklahoma
$432K +$906 +10 +0.2%
TI
699
Trexquant Investment
Connecticut
$428K +$177K +1,950 +70%
LJHT
700
Laurie J. Hall Trustee
$426K – – –
26 27
28
29 30