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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 %
JWCA
751
J.W. Coons Advisors
Ohio
$388K -$37.7K -400 -9%
PD
752
Planning Directions
Pennsylvania
$387K -$123K -1,309 -24%
BSWA
753
Bromfield Sneider Wealth Advisors
Massachusetts
$385K – – –
EL
754
EQ LLC
Washington
$384K -$471 -5 -0.1%
EGWAG
755
Elwood & Goetz Wealth Advisory Group
Georgia
$383K +$65.8K +699 +21%
FPCP
756
Fort Point Capital Partners
California
$379K – – –
TCM
757
Tradewinds Capital Management
Washington
$377K +$5.09K +54 +1%
MCM
758
Maple Capital Management
Vermont
$377K -$13.4K -142 -3%
JC
759
JB Capital
Connecticut
$376K -$8.95K -95 -2%
LMKC
760
L.M. Kohn & Company
Ohio
$373K – – –
GWA
761
Geometric Wealth Advisors
District of Columbia
$371K +$99.4K +1,055 +37%
PA
762
Procyon Advisors
Connecticut
$371K -$104K -1,101 -22%
CTA
763
Chesley Taft & Associates
Illinois
$371K +$94 +1 +0%
VWA
764
VERITY Wealth Advisors
United States
$368K -$14.5K -154 -4%
BTWM
765
Baker Tilly Wealth Management
Wisconsin
$368K – – –
BMCM
766
Bryn Mawr Capital Management
Pennsylvania
$367K -$1.98K -21 -0.5%
Qube Research & Technologies (QRT)
767
Qube Research & Technologies (QRT)
United Kingdom
$366K -$9.03M -95,870 -96%
KWM
768
Kaydan Wealth Management
Michigan
$364K +$10.6K +113 +3%
OC
769
Oakworth Capital
Alabama
$358K – – –
BWP
770
BSW Wealth Partners
Colorado
$358K -$5.37K -57 -1%
CFB
771
Cullen/Frost Bankers
Texas
$357K -$20.4K -217 -5%
MW
772
MBL Wealth
North Carolina
$357K +$39.2K +416 +12%
NAM
773
NTV Asset Management
West Virginia
$351K +$942 +10 +0.3%
PCS
774
Personal CFO Solutions
New Jersey
$348K +$6.59K +70 +2%
CANC
775
Culbertson A N & Co
Virginia
$348K – – –
29 30
31
32 33