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

993 hedge funds and large institutions have $28.8B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 371 increasing their positions, 269 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
+123
Holders Change %
+14.14%
% of All Funds
15.34%
Holding in Top 10
135
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+19.47%
% of All Funds
2.08%
New
177
Increased
371
Reduced
269
Closed
40
Calls
$11M
Puts
$6.11M
Net Calls
+$4.9M
Net Calls Change
-$5.72M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.36B
2
BlackRock
2
BlackRock
New York
$4.47B
3
PCA
3
Personal Capital Advisors
California
$167M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$784M
5
DCM
5
Disciplina Capital Management
Tennessee
$175M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$2.04B
2
MFRM
2
Milliman Financial Risk Management
Illinois
$872M
3
Stifel Financial
3
Stifel Financial
Missouri
$313M
4
E
4
Ergoteles
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
701
Focus Financial Network
Minnesota
$375K +$375K +3,508 New
PCA
702
Private Capital Advisors
Connecticut
$375K – – –
PFA
703
Professional Financial Advisors
Nebraska
$375K +$11.1K +104 +3%
BG
704
Benedetti & Gucer
Georgia
$375K +$84.6K +791 +29%
JTWM
705
Jackson Thornton Wealth Management
Alabama
$375K +$375K +3,502 New
AA
706
AF Advisors
California
$374K – – –
CTA
707
Chesley Taft & Associates
Illinois
$374K – – –
PWP
708
Pursue Wealth Partners
California
$374K +$374K +3,500 New
JC
709
JB Capital
Connecticut
$372K +$856 +8 +0.2%
BFG
710
Barber Financial Group
Kansas
$370K +$1.28K +12 +0.3%
DPI
711
Diversified Portfolios Inc
Michigan
$367K +$367K +3,431 New
KWM
712
Kaydan Wealth Management
Michigan
$358K +$358K +3,349 New
GPA
713
Garrison Point Advisors
California
$354K – – –
GSWM
714
Golden State Wealth Management
California
$353K +$4.6K +43 +1%
Fisher Asset Management
715
Fisher Asset Management
Washington
$353K +$353K +3,301 New
SSB
716
Sandy Spring Bank
Maryland
$351K -$29.8K -279 -8%
WBC
717
West Branch Capital
Massachusetts
$350K -$23.1K -216 -6%
PJSIMP
718
P.J. Schmidt Investment Management (PJS)
Wisconsin
$347K +$110K +1,090 +46%
Charles Schwab
719
Charles Schwab
California
$346K +$121K +1,125 +54%
AFWM
720
AMJ Financial Wealth Management
Virginia
$344K -$730K -6,827 -68%
OPS
721
Orion Portfolio Solutions
Nebraska
$344K -$140K -1,310 -29%
ANTB
722
AMG National Trust Bank
Colorado
$344K – – –
LFA
723
Level Financial Advisors
New York
$344K +$344K +3,213 New
WCM
724
Wallace Capital Management
Texas
$342K – – –
APW
725
Aurora Private Wealth
New Jersey
$342K +$2.46K +23 +0.7%
27 28
29
30 31