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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+21
Holders Change %
+2%
% of All Funds
16.89%
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 Holding Trade Value Shares
Change 		Shares
Change %
LWA
726
Lineweaver Wealth Advisors
Ohio
$451K +$81.7K +835 +22%
CG
727
CFO4Life Group
Texas
$450K – – –
FNC
728
First National Corp
Massachusetts
$449K -$43.5K -445 -9%
AAM
729
Aureus Asset Management
Massachusetts
$447K – – –
CD
730
Chapin Davis
Maryland
$443K +$9.39K +96 +2%
JWCA
731
J.W. Coons Advisors
Ohio
$442K +$20.1K +205 +5%
PWMG
732
Provence Wealth Management Group
California
$439K +$439K +4,488 New
WB
733
West Bancorporation
Iowa
$439K -$1.37K -14 -0.3%
RA
734
Rodgers & Associates
Pennsylvania
$438K +$65.7K +671 +18%
SC
735
Schiavi & Co
Delaware
$433K – – –
RA
736
Ruggaard & Associates
Ohio
$431K – – –
FOA
737
Five Oceans Advisors
California
$431K -$265K -2,712 -38%
SIC
738
Salem Investment Counselors
North Carolina
$429K – – –
NPF
739
Norris Perne & French
Michigan
$425K -$16K -164 -4%
CC
740
Cadinha & Co
Hawaii
$424K -$1.96K -20 -0.5%
CMBA
741
C.M. Bidwell & Associates
Hawaii
$422K – – –
IAS
742
IMA Advisory Services
Colorado
$422K – – –
TWC
743
TD Waterhouse Canada
Ontario, Canada
$421K +$3.53K +36 +0.8%
RCM
744
Rain Capital Management
Oregon
$419K +$1.27K +13 +0.3%
TC
745
TownSquare Capital
Utah
$418K -$83.1K -849 -17%
TWM
746
Thrive Wealth Management
Pennsylvania
$416K -$51.6K -527 -11%
MWM
747
Marietta Wealth Management
Georgia
$408K +$46.9K +479 +13%
MCM
748
Maple Capital Management
Vermont
$405K – – –
AAMC
749
Asset Allocation & Management Company
Illinois
$405K – – –
Kayne Anderson Rudnick Investment Management
750
Kayne Anderson Rudnick Investment Management
California
$404K +$38.3K +391 +10%
28 29
30
31 32