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

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.

Holders
1,071
Holders Change
+21
Holders Change %
+2%
% of All Funds
16.9%
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

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$359M
2
RCG
2
Rock Creek Group
District of Columbia
$156M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$349M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$157M
5
Cerity Partners
5
Cerity Partners
New York
$223M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$139M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$1.45B
3
Wells Fargo
3
Wells Fargo
California
$4.69B
4
Betterment LLC
4
Betterment LLC
New York
$1.31B
5
CAM
5
Cresset Asset Management
Illinois
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
UWPG
51
Ullmann Wealth Partners Group
Florida
$68.9M 704,179 -19,384 -3%
ZF
52
Zhang Financial
Michigan
$66.9M 684,130 -1,057 -0.2%
LFA
53
Legacy Financial Advisors
Kentucky
$66.3M 677,755 -200,714 -23%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$64.4M 658,083 +2,247 +0.3%
AT
55
American Trust
Kentucky
$59M 603,390 -371 -0.1%
JIP
56
Jaffetilchin Investment Partners
Florida
$58.8M 601,200 +20,114 +3%
IOOF
57
Independent Order of Foresters
Ontario, Canada
$57.2M 584,407 – –
Macquarie Group
58
Macquarie Group
Australia
$57.2M 584,407 – –
RWP
59
Reliant Wealth Planning
Kentucky
$57M 582,812 -7,048 -1%
WAG
60
Winthrop Advisory Group
Massachusetts
$56.3M 575,774 +54,527 +10%
HWA
61
Heritage Wealth Advisors
Virginia
$56M 571,905 -226 -0%
AA
62
Ancora Advisors
Ohio
$55.8M 570,157 +12,304 +2%
RJA
63
Raymond James & Associates
Florida
$54.8M 560,468 -30 -0%
SQA
64
Simon Quick Advisors
New Jersey
$54.1M 553,057 +79,517 +17%
WCP
65
Wick Capital Partners
Pennsylvania
$53.9M 551,079 +34,448 +7%
MML Investors Services
66
MML Investors Services
Massachusetts
$53.4M 545,948 +37,179 +7%
EWM
67
Executive Wealth Management
Michigan
$52.4M 535,950 +202,853 +61%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$50.6M 517,238 +173,274 +50%
VFPW
69
Vantage Financial Partners (Wisconsin)
Wisconsin
$48.4M 495,066 +11,980 +2%
AIM
70
Allen Investment Management
New York
$48.2M 492,745 -126,046 -20%
JA
71
JVL Associates
Michigan
$47.7M 487,173 -620 -0.1%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$47M 479,948 -14,047 -3%
CAM
73
Cresset Asset Management
Illinois
$45.3M 463,364 -277,203 -37%
Truist Financial
74
Truist Financial
North Carolina
$44.6M 456,043 +5,605 +1%
SIM
75
Stratos Investment Management
Ohio
$42.4M 433,439 +12,160 +3%
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