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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
$255M
2
Cerity Partners
Cerity Partners
New York
$162M
3
Stifel Financial
Stifel Financial
Missouri
$267M
4
CS
Cisco Systems
California
$319M
5
OPS
Orion Portfolio Solutions
Nebraska
$40.8M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
BlackRock
BlackRock
New York
$3.61B
3
SWM
SigFig Wealth Management
California
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$59.4M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$1.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
701
Summit Global Investments
Utah
$424K – – –
FA
702
Financial Alternatives
California
$417K – – –
CG
703
CFO4Life Group
Texas
$417K – – –
AAM
704
Aureus Asset Management
Massachusetts
$414K – – –
RFA
705
Resurgent Financial Advisors
Georgia
$412K -$222K -2,450 -35%
PJSIMP
706
P.J. Schmidt Investment Management (PJS)
Wisconsin
$408K +$68.7K +757 +20%
NPF
707
Norris Perne & French
Michigan
$408K -$5.16K -57 -1%
WB
708
West Bancorporation
Iowa
$408K +$76.3K +843 +23%
FAM
709
Fenimore Asset Management
New York
$407K – – –
JWA
710
JFS Wealth Advisors
Pennsylvania
$407K +$453 +5 +0.1%
AWAG
711
ARS Wealth Advisors Group
Florida
$403K -$79.2K -874 -16%
SC
712
Schiavi & Co
Delaware
$401K – – –
CD
713
Chapin Davis
Maryland
$401K +$41.1K +454 +11%
RA
714
Ruggaard & Associates
Ohio
$399K +$399K +4,410 New
SIC
715
Salem Investment Counselors
North Carolina
$397K – – –
CC
716
Cadinha & Co
Hawaii
$394K -$19.8K -219 -5%
CMBA
717
C.M. Bidwell & Associates
Hawaii
$391K – – –
IAS
718
IMA Advisory Services
Colorado
$391K – – –
JWCA
719
J.W. Coons Advisors
Ohio
$390K +$634 +7 +0.2%
MCM
720
Mengis Capital Management
Oregon
$387K -$107K -1,181 -22%
TWC
721
TD Waterhouse Canada
Ontario, Canada
$387K -$244K -2,686 -39%
RCM
722
Rain Capital Management
Oregon
$386K +$1.54K +17 +0.4%
PMFA
723
Plante Moran Financial Advisors
Michigan
$386K -$20.4K -225 -5%
BWM
724
BCS Wealth Management
Tennessee
$386K +$87K +962 +29%
FWP
725
Falcon Wealth Planning
California
$386K +$272 +3 +0.1%
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