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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.

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
1
Morgan Stanley
New York
$2.26B
2
AG
2
AlTi Global
New York
$228M
3
BlackRock
3
BlackRock
New York
$4.4B
4
AC
4
Adroit Compliance
$102M
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$96.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$898M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$171M
3
TLIC
3
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$228M
5
SW
5
SVB Wealth
Massachusetts
$40.5M
Name Market Value Shares Shares
Change 		Shares
Change %
GA
51
Goldstein Advisors
Wisconsin
$86.3M 819,681 +10,249 +1%
HWM
52
HB Wealth Management
Georgia
$86.2M 819,362 -3,372 -0.4%
JBA
53
Johnson Bixby & Associates
Washington
$85.4M 811,369 +22,014 +3%
KWM
54
Kingsview Wealth Management
Oregon
$83.5M 793,130 +259,918 +49%
WCP
55
Wick Capital Partners
Pennsylvania
$80.7M 767,052 +189,513 +33%
DPIM
56
Duff & Phelps Investment Management
Illinois
$79.7M 757,615 – –
ZF
57
Zhang Financial
Michigan
$73.1M 694,256 +9,508 +1%
RWP
58
Reliant Wealth Planning
Kentucky
$72.3M 687,372 +71,835 +12%
WAG
59
Winthrop Advisory Group
Massachusetts
$71.7M 681,337 +48,742 +8%
UWPG
60
Ullmann Wealth Partners Group
Florida
$70.5M 669,876 -25,015 -4%
RJA
61
Raymond James & Associates
Florida
$68.2M 648,114 +65,131 +11%
JIP
62
Jaffetilchin Investment Partners
Florida
$67.3M 639,283 +37,036 +6%
Macquarie Group
63
Macquarie Group
Australia
$66.1M 628,132 – –
Goldman Sachs
64
Goldman Sachs
New York
$64.1M 609,319 +380,793 +167%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$61.7M 585,873 +51,557 +10%
IOOF
66
Independent Order of Foresters
Ontario, Canada
$61.5M 584,407 – –
FMWA
67
Forvis Mazars Wealth Advisors
Missouri
$61.3M 582,192 -172,584 -23%
MML Investors Services
68
MML Investors Services
Massachusetts
$59.5M 564,964 +29,504 +6%
AWMS
69
Advocacy Wealth Management Services
Georgia
$59.4M 564,044 +564,044 New
SQA
70
Simon Quick Advisors
New Jersey
$58.5M 555,582 -1,677 -0.3%
AA
71
Ancora Advisors
Ohio
$58.3M 554,498 -12,275 -2%
HWA
72
Heritage Wealth Advisors
Virginia
$56.4M 535,684 -12,075 -2%
CA
73
Claar Advisors
New York
$55.9M 531,615 +95,250 +22%
EWM
74
Executive Wealth Management
Michigan
$55.9M 531,017 +143,995 +37%
FWI
75
Facet Wealth Inc
Maryland
$54.7M 504,227 -36,792 -7%
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