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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 %
EWA
751
Encompass Wealth Advisors
Oregon
$403K +$294 +3 +0.1%
BSWA
752
Bromfield Sneider Wealth Advisors
Massachusetts
$400K +$783 +8 +0.2%
JC
753
JB Capital
Connecticut
$400K -$363K -3,713 -48%
EL
754
EQ LLC
Washington
$399K – – –
CSIA
755
Charles Schwab Investment Advisory
California
$398K -$74.7K -763 -16%
SSB
756
Sandy Spring Bank
Maryland
$398K +$75.8K +775 +24%
VWA
757
VERITY Wealth Advisors
United States
$397K – – –
CT
758
Colonial Trust
South Carolina
$397K – – –
FPCP
759
Fort Point Capital Partners
California
$394K -$196 -2 -0%
CFB
760
Cullen/Frost Bankers
Texas
$392K +$21.2K +217 +6%
SWA
761
Stratos Wealth Advisors
Ohio
$391K +$52.6K +538 +16%
LMKC
762
L.M. Kohn & Company
Ohio
$387K +$78.3K +800 +25%
TCM
763
Tradewinds Capital Management
Washington
$386K – – –
CTA
764
Chesley Taft & Associates
Illinois
$385K -$21.9K -224 -5%
BMCM
765
Bryn Mawr Capital Management
Pennsylvania
$384K +$2.05K +21 +0.5%
BTWM
766
Baker Tilly Wealth Management
Wisconsin
$382K -$23.5K -240 -6%
GFS
767
GYL Financial Synergies
Connecticut
$380K +$10.6K +108 +3%
CA
768
Claris Advisors
Missouri
$378K +$1.08K +11 +0.3%
BWP
769
BSW Wealth Partners
Colorado
$377K +$1.96K +20 +0.5%
AWAG
770
ARS Wealth Advisors Group
Florida
$373K -$62.8K -642 -14%
SBH
771
Segall Bryant & Hamill
Illinois
$372K – – –
OC
772
Oakworth Capital
Alabama
$372K – – –
EAM
773
Evanson Asset Management
California
$372K +$25K +256 +7%
KWM
774
Kaydan Wealth Management
Michigan
$367K +$18.5K +189 +5%
WFAG
775
Worth Financial Advisory Group
North Carolina
$366K -$2.54K -26 -0.7%
29 30
31
32 33