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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 %
FAIM
676
Financial Advocates Investment Management
Washington
$560K -$720K -7,354 -56%
RMDI
677
R.M. Davis Inc
Maine
$555K +$555K +5,675 New
RFA
678
Resurgent Financial Advisors
Georgia
$554K +$109K +1,111 +24%
First Manhattan
679
First Manhattan
New York
$553K -$47K -480 -8%
FCI
680
Financial Counselors Inc
Kansas
$551K +$77.7K +794 +16%
PG
681
Proffitt & Goodson
Tennessee
$550K -$91.8K -938 -14%
CAG
682
Csenge Advisory Group
Florida
$545K -$29.9K -306 -5%
WTC
683
WhitTier Trust Company
Nevada
$542K +$11K +112 +2%
ESB
684
Essex Savings Bank
Connecticut
$538K +$53.8K +550 +11%
HR
685
Howe & Rusling
New York
$531K +$521K +5,325 +5,325%
DIA
686
Dana Investment Advisors
Wisconsin
$530K +$286K +2,928 +117%
PD
687
Planning Directions
Pennsylvania
$530K +$12.3K +126 +2%
WP
688
WealthSpring Partners
California
$525K -$62.6K -640 -11%
BCWM
689
Bartlett & Co Wealth Management
Ohio
$524K -$19.6K -200 -4%
BC
690
Bartlett & Co
Ohio
$524K -$19.6K -200 -4%
SCM
691
SOL Capital Management
Maryland
$523K +$1.37K +14 +0.3%
TFCP
692
Twin Focus Capital Partners
Massachusetts
$519K – – –
EWP
693
Elevation Wealth Partners
California
$517K -$17.3K -177 -3%
CA
694
Calton & Associates
Florida
$516K -$10.3K -105 -2%
RFC
695
Regions Financial Corp
Alabama
$515K -$17.7K -181 -3%
BWM
696
Baystate Wealth Management
Massachusetts
$514K +$1.47K +15 +0.3%
FFS
697
Founders Financial Securities
Maryland
$514K +$6.26K +64 +1%
1IA
698
1834 Investment Advisors
Wisconsin
$514K -$12.5K -128 -2%
GLA
699
Good Life Advisors
Pennsylvania
$509K -$29.7K -304 -6%
FFA
700
Farther Finance Advisors
California
$504K -$178K -1,818 -26%
26 27
28
29 30