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

1,173 hedge funds and large institutions have $31.1B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 449 increasing their positions, 364 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,173
Holders Change
+104
Holders Change %
+9.73%
% of All Funds
17.2%
Holding in Top 10
158
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.86%
% of All Funds
2.32%
New
181
Increased
449
Reduced
364
Closed
57
Calls
$22M
Puts
$3.49M
Net Calls
+$18.5M
Net Calls Change
+$8.43M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.26B
2
BlackRock
BlackRock
New York
$4.4B
3
MFIM
Mesirow Financial Investment Management
Illinois
$96.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$453M
5
BSW
Buckingham Strategic Wealth
Missouri
$273M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$898M
2
Osaic Holdings
Osaic Holdings
Arizona
$171M
3
TLIC
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
Empower Advisory Group
Colorado
$228M
5
SW
SVB Wealth
Massachusetts
$40.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
701
Human Investing
Oregon
$655K +$25.8K +245 +4%
PWM
702
Perigon Wealth Management
California
$655K -$17.8K -169 -3%
T
703
TrueFG
Texas
$646K +$14.6K +139 +2%
WAL
704
W Advisors LLC
Tennessee
$642K +$526 +5 +0.1%
SWA
705
Strategies Wealth Advisors
Michigan
$642K -$40.7K -387 -6%
HIP
706
HUB Investment Partners
Texas
$640K -$123K -1,165 -16%
WP
707
WealthPLAN Partners
Nebraska
$639K -$29.3K -278 -4%
FLPIM
708
F.L. Putnam Investment Management
Massachusetts
$639K +$10.7K +102 +2%
TFM
709
Trademark Financial Management
Minnesota
$639K +$639K +6,068 New
FCI
710
Financial Counselors Inc
Kansas
$638K +$45.2K +430 +8%
GW
711
GW & Wade
Massachusetts
$637K +$11.7K +111 +2%
Deutsche Bank
712
Deutsche Bank
Germany
$634K – – –
BC
713
Bartlett & Co
Ohio
$634K +$67.7K +640 +12%
BCWM
714
Bartlett & Co Wealth Management
Ohio
$634K +$67.6K +640 +12%
GFS
715
GYL Financial Synergies
Connecticut
$631K – – –
GL
716
Graypoint LLC
New York
$630K +$52.7K +501 +9%
FFL
717
Financial Freedom LLC
Ohio
$628K +$2.63K +25 +0.4%
SB
718
Strategic Blueprint
Georgia
$626K +$386K +3,667 +161%
First Manhattan
719
First Manhattan
New York
$619K – – –
TFA
720
Trinity Financial Advisors
Ohio
$613K +$613K +5,822 New
SF
721
Symphony Financial
Texas
$610K -$25.4K -243 -4%
CPA
722
Clear Point Advisors
New York
$610K +$610K +5,772 New
GAB
723
German American Bancorp
Indiana
$608K – – –
SCA
724
Stonebridge Capital Advisors
Minnesota
$605K – – –
KFC
725
Klingenstein Fields & Co
New York
$602K – – –
27 28
29
30 31