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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 %
GIA
676
GHP Investment Advisors
Colorado
$720K – – –
TI
677
Tidal Investments
Wisconsin
$719K +$92.5K +879 +15%
MWP
678
Madison Wealth Partners
Wisconsin
$716K +$197K +1,876 +38%
RFC
679
Regions Financial Corp
Alabama
$710K +$184K +1,752 +35%
HWA
680
HCR Wealth Advisors
California
$710K +$34.2K +325 +5%
NJIM
681
Nabity-Jensen Investment Management
Nebraska
$706K +$706K +6,713 New
ACI
682
Alpha Cubed Investments
California
$706K -$278K -2,642 -28%
DWP
683
Daymark Wealth Partners
Ohio
$700K -$30.7K -292 -4%
BOPW
684
Brandywine Oak Private Wealth
Pennsylvania
$699K +$13.4K +127 +2%
DIA
685
Dana Investment Advisors
Wisconsin
$699K -$33.9K -322 -5%
MAS
686
Madden Advisory Services
Florida
$694K -$13.6K -129 -2%
MFA
687
McClarren Financial Advisors
Pennsylvania
$694K +$101K +958 +17%
BL
688
Balentine LLC
Georgia
$686K -$34.1K -324 -5%
AWM
689
Avior Wealth Management
Nebraska
$686K +$631 +6 +0.1%
NRWA
690
North Ridge Wealth Advisors
Oregon
$683K -$38.8K -369 -5%
BDFN
691
Bond & Devick Financial Network
Minnesota
$680K +$1.68K +16 +0.2%
YU
692
Yale University
Connecticut
$680K -$10.5K -100 -2%
JTWM
693
Jackson Thornton Wealth Management
Alabama
$680K +$37.3K +354 +6%
SF
694
Synovus Financial
Georgia
$675K -$113K -1,073 -14%
GC
695
Gibson Capital
Pennsylvania
$672K -$16.2K -154 -2%
SDWIA
696
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$668K +$2.11K +20 +0.3%
CPA
697
Capital Planning Advisors
California
$666K +$666K +6,327 New
CAG
698
Csenge Advisory Group
Florida
$664K -$12.2K -116 -2%
OWA
699
Outlook Wealth Advisors
Texas
$656K -$485K -4,605 -42%
WTC
700
WhitTier Trust Company
Nevada
$655K +$72.2K +686 +12%
26 27
28
29 30