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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.

Holders
1,069
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
17.05%
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
PWA
3
Provenance Wealth Advisors
Florida
$170M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$391M
5
Wells Fargo
5
Wells Fargo
California
$4.62B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$124M
3
LWM
3
LJI Wealth Management
Indiana
$74.4M
4
AT
4
American Trust
Kentucky
$785K
5
SW
5
SVB Wealth
Massachusetts
$80.7M
Name Market Value Shares Shares
Change 		Shares
Change %
DPIM
51
Duff & Phelps Investment Management
Illinois
$71.4M 757,615 – –
FMWA
52
Forvis Mazars Wealth Advisors
Missouri
$71.1M 754,776 +330,298 +78%
TLFA
53
True Link Financial Advisors
California
$70.2M 745,306 +536 +0.1%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$69.4M 736,599 +78,516 +12%
UWPG
55
Ullmann Wealth Partners Group
Florida
$65.5M 694,891 -9,288 -1%
ZF
56
Zhang Financial
Michigan
$64.6M 684,748 +618 +0.1%
LFA
57
Legacy Financial Advisors
Kentucky
$60.5M 642,537 -35,218 -5%
WAG
58
Winthrop Advisory Group
Massachusetts
$59.9M 632,595 +56,821 +10%
Macquarie Group
59
Macquarie Group
Australia
$59.2M 628,132 +43,725 +7%
RWP
60
Reliant Wealth Planning
Kentucky
$58M 615,537 +32,725 +6%
JIP
61
Jaffetilchin Investment Partners
Florida
$56.7M 602,247 +1,047 +0.2%
IOOF
62
Independent Order of Foresters
Ontario, Canada
$55M 584,407 – –
RJA
63
Raymond James & Associates
Florida
$54.9M 582,983 +22,515 +4%
WCP
64
Wick Capital Partners
Pennsylvania
$54.4M 577,539 +26,460 +5%
TLIC
65
Taiyo Life Insurance Company
Japan
$54.4M 577,500 +246,500 +74%
AA
66
Ancora Advisors
Ohio
$53.4M 566,773 -3,384 -0.6%
SQA
67
Simon Quick Advisors
New Jersey
$52.5M 557,259 +4,202 +0.8%
HWA
68
Heritage Wealth Advisors
Virginia
$51.6M 547,759 -24,146 -4%
MML Investors Services
69
MML Investors Services
Massachusetts
$50.4M 535,460 -10,488 -2%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$50.3M 534,316 +17,078 +3%
KWM
71
Kingsview Wealth Management
Oregon
$50.2M 533,212 +109,925 +26%
FWI
72
Facet Wealth Inc
Maryland
$49.6M 541,019 +175,592 +48%
AIM
73
Allen Investment Management
New York
$46.6M 494,686 +1,941 +0.4%
CAM
74
Cresset Asset Management
Illinois
$44.8M 473,857 +10,493 +2%
JA
75
JVL Associates
Michigan
$44.1M 468,050 -19,123 -4%
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