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iShares Core S&P Total US Stock Market ETF
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Overview Fund Activity

1,063 hedge funds and large institutions have $24.6B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 362 increasing their positions, 368 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+86
Holders Change %
+8.8%
% of All Funds
17.15%
Holding in Top 10
144
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.63%
% of All Funds
2.32%
New
173
Increased
362
Reduced
368
Closed
61
Calls
$14.2M
Puts
$4.97M
Net Calls
+$9.21M
Net Calls Change
+$167K

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$300M
2
Betterment LLC
2
Betterment LLC
New York
$1.15B
3
AWA
3
Arete Wealth Advisors
Illinois
$594M
4
BP
4
Ballentine Partners
Massachusetts
$265M
5
AIM
5
Allen Investment Management
New York
$52.4M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
BlackRock
2
BlackRock
New York
$3.76B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$126M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$324M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
751
Ausdal Financial Partners
Iowa
$347K -$75.8K -894 -18%
EL
752
EQ LLC
Washington
$346K -$30.6K -361 -8%
BSWA
753
Bromfield Sneider Wealth Advisors
Massachusetts
$345K +$56.5K +666 +20%
FPCP
754
Fort Point Capital Partners
California
$345K – – –
VWA
755
VERITY Wealth Advisors
United States
$344K +$344K +4,060 New
CF
756
Centaurus Financial
California
$344K -$29.2K -345 -8%
CD
757
Chapin Davis
Maryland
$337K +$337K +3,973 New
BMCM
758
Bryn Mawr Capital Management
Pennsylvania
$331K +$331K +3,900 New
BFA
759
Beacon Financial Advisory
Ohio
$330K -$1.57M -18,562 -83%
Charles Schwab
760
Charles Schwab
California
$329K +$79.5K +938 +32%
CIAS
761
Capital Investment Advisory Services
North Carolina
$328K -$2.54K -30 -0.8%
FFM
762
Forum Financial Management
Illinois
$328K +$96.2K +1,135 +42%
OC
763
Oakworth Capital
Alabama
$322K – – –
NEGWA
764
New England Guild Wealth Advisors
Connecticut
$322K – – –
VBFP
765
Valtinson Bruner Financial Planning
Minnesota
$322K – – –
BFM
766
Boston Financial Management
Massachusetts
$322K -$5.09K -60 -2%
GFS
767
GYL Financial Synergies
Connecticut
$321K – – –
PIM
768
Parker Investment Management
California
$319K -$2.89K -34 -0.9%
ACM
769
Advisors Capital Management
New Jersey
$319K +$509 +6 +0.2%
LWA
770
Lineweaver Wealth Advisors
Ohio
$319K +$1.53K +18 +0.5%
BCM
771
Bayesian Capital Management
New York
$318K +$318K +3,753 New
WHCI
772
W.H. Cornerstone Investments
Massachusetts
$318K +$1.51K +17 +0.5%
PJSIMP
773
P.J. Schmidt Investment Management (PJS)
Wisconsin
$317K -$2.97K -35 -0.9%
Kayne Anderson Rudnick Investment Management
774
Kayne Anderson Rudnick Investment Management
California
$317K +$42.1K +497 +15%
NAM
775
NTV Asset Management
West Virginia
$315K – – –
29 30
31
32 33