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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 %
HP
701
Hilltop Partners
Indiana
$406K +$406K +4,789 New
CCA
702
Cadent Capital Advisors
Oklahoma
$404K +$933 +11 +0.2%
LJHT
703
Laurie J. Hall Trustee
$399K – – –
WPW
704
Waldron Private Wealth
Pennsylvania
$398K – – –
JTWM
705
Jackson Thornton Wealth Management
Alabama
$398K -$231K -2,719 -37%
SGI
706
Summit Global Investments
Utah
$397K -$933 -11 -0.2%
FMTCOCP
707
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$397K – – –
T
708
TRUADVICE
Florida
$397K +$397K +4,483 New
IAIM
709
International Assets Investment Management
Florida
$395K +$395K +4,663 New
PA
710
Pinnacle Associates
New York
$394K +$21K +248 +6%
VWA
711
V Wealth Advisors
Kansas
$392K -$21.7K -256 -5%
FA
712
Financial Alternatives
California
$391K +$391K +4,610 New
CG
713
CFO4Life Group
Texas
$390K – – –
C
714
CFO4Life
Texas
$390K +$390K +4,600 New
AAM
715
Aureus Asset Management
Massachusetts
$388K +$388K +4,573 New
CC
716
Cadinha & Co
Hawaii
$388K +$85 +1 +0%
NPF
717
Norris Perne & French
Michigan
$387K -$6.53K -77 -2%
TWM
718
Thrive Wealth Management
Pennsylvania
$386K +$386K +4,555 New
TC
719
TownSquare Capital
Utah
$385K +$385K +4,536 New
BAAM
720
Baker Avenue Asset Management
California
$384K -$243K -2,864 -39%
FAM
721
Fenimore Asset Management
New York
$382K – – –
JWA
722
JFS Wealth Advisors
Pennsylvania
$381K +$22.6K +266 +6%
PMFA
723
Plante Moran Financial Advisors
Michigan
$381K +$306K +3,604 +408%
JSL
724
JT Stratford LLC
Georgia
$376K +$376K +4,437 New
SC
725
Schiavi & Co
Delaware
$376K – – –
27 28
29
30 31