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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$2.26B
2
BlackRock
BlackRock
New York
$4.4B
3
MFIM
Mesirow Financial Investment Management
Illinois
$96.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$453M
5
BSW
Buckingham Strategic Wealth
Missouri
$273M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$898M
2
Osaic Holdings
Osaic Holdings
Arizona
$171M
3
TLIC
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
Empower Advisory Group
Colorado
$228M
5
SW
SVB Wealth
Massachusetts
$40.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
726
Tennessee Valley Asset Management Partners
Tennessee
$596K +$255K +2,421 +75%
ZF
727
Zega Financial
Florida
$594K +$594K +5,648 New
BWM
728
BCS Wealth Management
Tennessee
$594K +$106K +1,008 +22%
PIA
729
Panoramic Investment Advisors
Colorado
$591K -$11.7K -111 -2%
SL
730
Salomon & Ludwin
Virginia
$587K – – –
HIA
731
Harbor Investment Advisory
Maryland
$583K +$38.3K +364 +7%
CA
732
Calton & Associates
Florida
$581K +$581K +5,519 New
AAS
733
Ameritas Advisory Services
Nebraska
$580K -$1.14M -10,574 -66%
NSAM
734
North Star Asset Management
Wisconsin
$580K -$116K -1,105 -17%
FAG
735
Financial Architects (Georgia)
Georgia
$579K +$579K +5,500 New
LNWWM
736
Laird Norton Wetherby Wealth Management
California
$578K – – –
VAG
737
VisionPoint Advisory Group
Texas
$576K +$576K +5,472 New
RMDI
738
R.M. Davis Inc
Maine
$574K – – –
PG
739
Proffitt & Goodson
Tennessee
$564K -$6.1K -58 -1%
SCM
740
SOL Capital Management
Maryland
$562K – – –
JWA
741
JFS Wealth Advisors
Pennsylvania
$561K +$51.7K +491 +10%
HR
742
Howe & Rusling
New York
$557K -$1.89K -18 -0.3%
AWA
743
Arete Wealth Advisors
Illinois
$557K +$557K +5,291 New
AIP
744
ARS Investment Partners
New York
$554K – – –
MCA
745
MSH Capital Advisors
Arizona
$553K -$42.1K -400 -7%
FFS
746
Founders Financial Securities
Maryland
$553K -$4.1K -39 -0.7%
1IA
747
1834 Investment Advisors
Wisconsin
$551K – – –
SWA
748
Stratos Wealth Advisors
Ohio
$550K +$87.1K +828 +19%
WIA
749
Wetzel Investment Advisors
Indiana
$548K +$548K +5,204 New
WPW
750
Waldron Private Wealth
Pennsylvania
$542K +$5.37K +51 +1%
28 29
30
31 32