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iShares Core S&P Total US Stock Market ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TNA
701
True North Advisors
Texas
$503K
HIA
702
Harbor Investment Advisory
Maryland
$503K +$9.49K +97 +2%
CCM
703
Coldstream Capital Management
Washington
$500K -$145K -1,486 -23%
PMFA
704
Plante Moran Financial Advisors
Michigan
$500K +$82.6K +844 +20%
TC
705
Telemus Capital
Michigan
$499K
WPW
706
Waldron Private Wealth
Pennsylvania
$494K -$61.1K -624 -11%
PA
707
Procyon Advisors
Connecticut
$493K -$51.9K -530 -10%
FWP
708
Falcon Wealth Planning
California
$489K +$72K +736 +17%
LNWWM
709
Laird Norton Wetherby Wealth Management
California
$487K
MSFS
710
Main Street Financial Solutions
Pennsylvania
$487K +$14.1K +144 +3%
ACM
711
Advisors Capital Management
New Jersey
$486K +$293 +3 +0.1%
MWP
712
Madison Wealth Partners
Wisconsin
$481K -$4.89K -50 -1%
CWM
713
Congress Wealth Management
Massachusetts
$480K -$237K -2,421 -33%
GAM
714
Gemmer Asset Management
California
$477K
XF
715
XML Financial
Maryland
$477K
AP
716
Adero Partners
California
$476K
WI
717
Wintrust Investments
Illinois
$474K -$1.02M -10,428 -68%
JWA
718
JFS Wealth Advisors
Pennsylvania
$473K +$33.2K +339 +8%
HP
719
Hilltop Partners
Indiana
$470K +$685 +7 +0.1%
ZIG
720
Zullo Investment Group
Pennsylvania
$470K -$12.7K -130 -3%
CCA
721
Cadent Capital Advisors
Oklahoma
$468K +$685 +7 +0.1%
LJHT
722
Laurie J. Hall Trustee
$460K
SGI
723
Summit Global Investments
Utah
$458K
WP
724
WealthPLAN Partners
Nebraska
$454K -$51.6K -527 -10%
FA
725
Financial Alternatives
California
$451K