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

1,069 hedge funds and large institutions have $26B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 347 increasing their positions, 390 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
17.04%
Holding in Top 10
140
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.41%
% of All Funds
2.23%
New
64
Increased
347
Reduced
390
Closed
57
Calls
$11.3M
Puts
$1.24M
Net Calls
+$10.1M
Net Calls Change
-$3.58M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$887M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$249M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$391M
4
Wells Fargo
4
Wells Fargo
California
$4.62B
5
Osaic Holdings
5
Osaic Holdings
Arizona
$209M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$124M
2
LWM
2
LJI Wealth Management
Indiana
$74.4M
3
AT
3
American Trust
Kentucky
$785K
4
SW
4
SVB Wealth
Massachusetts
$80.7M
5
EK
5
Evensky & Katz
Florida
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
701
Madison Wealth Partners
Wisconsin
$464K +$1.13K +12 +0.2%
VCA
702
Verdence Capital Advisors
Maryland
$462K +$462K +4,903 New
GAM
703
Gemmer Asset Management
California
$459K – – –
XF
704
XML Financial
Maryland
$459K – – –
CIBC Private Wealth Group
705
CIBC Private Wealth Group
Georgia
$459K +$459K +4,873 New
AP
706
Adero Partners
California
$458K – – –
JWA
707
JFS Wealth Advisors
Pennsylvania
$456K +$942 +10 +0.2%
ZIG
708
Zullo Investment Group
Pennsylvania
$451K -$942 -10 -0.2%
AC
709
AWM Capital
Arizona
$451K +$451K +4,788 New
CCA
710
Cadent Capital Advisors
Oklahoma
$450K – – –
FA
711
Financial Alternatives
California
$448K +$13.9K +148 +3%
CCM
712
Coldstream Capital Management
Washington
$443K -$38.2K -406 -8%
LJHT
713
Laurie J. Hall Trustee
$443K – – –
SGI
714
Summit Global Investments
Utah
$441K – – –
HP
715
Hilltop Partners
Indiana
$440K -$12.9K -137 -3%
SSB
716
Sandy Spring Bank
Maryland
$439K +$56.5K +600 +15%
CD
717
Chapin Davis
Maryland
$439K +$12.8K +136 +3%
BWM
718
BCS Wealth Management
Tennessee
$437K +$437K +4,638 New
LWA
719
Lineweaver Wealth Advisors
Ohio
$434K – – –
CG
720
CFO4Life Group
Texas
$433K – – –
WI
721
Wintrust Investments
Illinois
$433K -$23.5K -249 -5%
FNC
722
First National Corp
Massachusetts
$432K – – –
Luther King Capital Management (LKCM)
723
Luther King Capital Management (LKCM)
Texas
$432K -$2.04M – –
AAM
724
Aureus Asset Management
Massachusetts
$431K – – –
TC
725
TownSquare Capital
Utah
$425K +$21.9K +233 +5%
27 28
29
30 31