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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
17.04%
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
Wealthfront Advisers
3
Wealthfront Advisers
California
$391M
4
Wells Fargo
4
Wells Fargo
California
$4.62B
5
Osaic Holdings
5
Osaic Holdings
Arizona
$209M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$124M
2
LWM
2
LJI Wealth Management
Indiana
$74.4M
3
AT
3
American Trust
Kentucky
$785K
4
SW
4
SVB Wealth
Massachusetts
$80.7M
5
EK
5
Evensky & Katz
Florida
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
726
West Bancorporation
Iowa
$423K – – –
RA
727
Rodgers & Associates
Pennsylvania
$422K – – –
EWA
728
Encompass Wealth Advisors
Oregon
$421K +$33.2K +352 +9%
SC
729
Schiavi & Co
Delaware
$417K – – –
FOA
730
Five Oceans Advisors
California
$416K +$754 +8 +0.2%
RA
731
Ruggaard & Associates
Ohio
$415K – – –
GS
732
GTS Securities
New York
$415K +$122K +1,300 +42%
SIC
733
Salem Investment Counselors
North Carolina
$415K – – –
SWA
734
Stratos Wealth Advisors
Ohio
$414K +$37K +393 +10%
VCP
735
Vista Capital Partners
Oregon
$412K -$209K -2,215 -34%
NPF
736
Norris Perne & French
Michigan
$409K – – –
MSFS
737
Main Street Financial Solutions
Pennsylvania
$408K -$61.1K -649 -13%
MWM
738
Marietta Wealth Management
Georgia
$407K +$15K +159 +4%
FD
739
Financial Designs
California
$407K +$407K +4,321 New
CMBA
740
C.M. Bidwell & Associates
Hawaii
$407K – – –
IAS
741
IMA Advisory Services
Colorado
$407K – – –
CC
742
Cadinha & Co
Hawaii
$406K -$1.88K -20 -0.5%
BBHC
743
Brown Brothers Harriman & Co
New York
$406K +$62K +658 +18%
PCM
744
Prelude Capital Management
New York
$404K -$1.8M -19,065 -82%
RCM
745
Rain Capital Management
Oregon
$403K – – –
CIAS
746
Capital Investment Advisory Services
North Carolina
$399K +$64K +680 +19%
TWM
747
Thrive Wealth Management
Pennsylvania
$392K -$8.57K -91 -2%
Prudential Financial
748
Prudential Financial
New Jersey
$391K +$65.1K +691 +20%
RPC
749
Rossmore Private Capital
Connecticut
$391K -$283K -3,000 -42%
AAMC
750
Asset Allocation & Management Company
Illinois
$390K – – –
28 29
30
31 32