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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.

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
1
Wealthfront Advisers
California
$255M
2
Cerity Partners
2
Cerity Partners
New York
$162M
3
Stifel Financial
3
Stifel Financial
Missouri
$267M
4
CS
4
Cisco Systems
California
$319M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$40.8M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
BlackRock
2
BlackRock
New York
$3.61B
3
SWM
3
SigFig Wealth Management
California
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.42B
Name Market Value Shares Shares
Change 		Shares
Change %
EPM
51
Elm Partners Management
Pennsylvania
$57.7M 636,743 +148,174 +30%
AIM
52
Allen Investment Management
New York
$56M 618,791 +452 +0.1%
RWP
53
Reliant Wealth Planning
Kentucky
$53.4M 589,860 -3,279 -0.6%
IOOF
54
Independent Order of Foresters
Ontario, Canada
$52.9M 584,407 – –
Macquarie Group
55
Macquarie Group
Australia
$52.9M 584,407 – –
JIP
56
Jaffetilchin Investment Partners
Florida
$52.6M 581,086 +31,332 +6%
HWA
57
Heritage Wealth Advisors
Virginia
$51.8M 572,131 -41,911 -7%
RJA
58
Raymond James & Associates
Florida
$50.8M 560,498 -208,066 -27%
AA
59
Ancora Advisors
Ohio
$50.5M 557,853 +54,611 +11%
PCIA
60
Prime Capital Investment Advisors
Kansas
$50.4M 556,419 -62,447 -10%
WAG
61
Winthrop Advisory Group
Massachusetts
$47.2M 521,247 +21,203 +4%
TPWA
62
TRUE Private Wealth Advisors
Oregon
$46.8M 517,373 -184,474 -26%
WCP
63
Wick Capital Partners
Pennsylvania
$46.8M 516,631 -4,947 -0.9%
MML Investors Services
64
MML Investors Services
Massachusetts
$46.1M 508,769 -14,384 -3%
AT
65
American Trust
Kentucky
$45.8M 603,761 -101,960 -14%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$44.7M 493,995 -1,642 -0.3%
JA
67
JVL Associates
Michigan
$44.2M 487,793 -9,497 -2%
VFPW
68
Vantage Financial Partners (Wisconsin)
Wisconsin
$43.7M 483,086 +29,547 +7%
TLFA
69
True Link Financial Advisors
California
$43.6M 481,673 +76,101 +19%
SQA
70
Simon Quick Advisors
New Jersey
$42.9M 473,540 +27,858 +6%
Truist Financial
71
Truist Financial
North Carolina
$40.8M 450,438 -1,343 -0.3%
BCI
72
Brinker Capital Investments
Pennsylvania
$40.8M 450,291 -108,780 -19%
OPS
73
Orion Portfolio Solutions
Nebraska
$40.8M 450,291 +443,025 +6,097%
JPMPWA
74
J.P. Morgan Private Wealth Advisors
California
$39.9M 440,700 +25,763 +6%
KWM
75
Kingsview Wealth Management
Oregon
$39M 430,669 +9,615 +2%
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