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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.

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
AOI
1
Auto-Owners Insurance
Michigan
$221M
2
PCA
2
Personal Capital Advisors
California
$300M
3
Betterment LLC
3
Betterment LLC
New York
$1.15B
4
AWA
4
Arete Wealth Advisors
Illinois
$594M
5
AIM
5
Allstate Investment Management
Illinois
$75.3M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
BlackRock
2
BlackRock
New York
$3.76B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$126M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$324M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.41B
Name Market Value Shares Shares
Change 		Shares
Change %
UWPG
51
Ullmann Wealth Partners Group
Florida
$62M 730,769 +40,639 +6%
TPWA
52
TRUE Private Wealth Advisors
Oregon
$59.5M 701,847 -198,755 -22%
LWM
53
LJI Wealth Management
Indiana
$57.9M 683,024 +683,024 New
ZF
54
Zhang Financial
Michigan
$57.4M 676,547 +20,118 +3%
GA
55
Goldstein Advisors
Wisconsin
$54.5M 642,503 +642,503 New
PCIA
56
Prime Capital Investment Advisors
Kansas
$52.5M 618,866 +15,486 +3%
AIM
57
Allen Investment Management
New York
$52.4M 618,339 +578,713 +1,460%
HWA
58
Heritage Wealth Advisors
Virginia
$52.1M 614,042 -7,303 -1%
JBA
59
Johnson Bixby & Associates
Washington
$51.6M 607,904 +12,356 +2%
LPT
60
Legacy Private Trust
Wisconsin
$50.6M 596,562 +26,183 +5%
RWP
61
Reliant Wealth Planning
Kentucky
$50.3M 593,139 +8,688 +1%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$49.8M 586,872 +511,477 +678%
Macquarie Group
63
Macquarie Group
Australia
$49.6M 584,407 – –
IOOF
64
Independent Order of Foresters
Ontario, Canada
$49.6M 584,407 – –
BCI
65
Brinker Capital Investments
Pennsylvania
$47.4M 559,071 -20,046 -3%
JIP
66
Jaffetilchin Investment Partners
Florida
$46.6M 549,754 -54,504 -9%
MML Investors Services
67
MML Investors Services
Massachusetts
$44.4M 523,153 -54,136 -9%
WCP
68
Wick Capital Partners
Pennsylvania
$44.2M 521,578 +7,250 +1%
AT
69
American Trust
Kentucky
$42.8M 705,721 +705,721 New
AA
70
Ancora Advisors
Ohio
$42.7M 503,242 -85,089 -14%
WAG
71
Winthrop Advisory Group
Massachusetts
$42.4M 500,044 +10,438 +2%
JA
72
JVL Associates
Michigan
$42.2M 497,290 +45,362 +10%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$42M 495,637 -14,718 -3%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$41.7M 492,126 +328,186 +200%
EPM
75
Elm Partners Management
Pennsylvania
$41.4M 488,569 -114,065 -19%
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