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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 %
TNA
751
True North Advisors
Texas
$541K – – –
PMFA
752
Plante Moran Financial Advisors
Michigan
$539K +$1.68K +16 +0.3%
GBWM
753
Granite Bay Wealth Management
New Hampshire
$537K – – –
EWP
754
Elevation Wealth Partners
California
$537K +$40K +425 +8%
TC
755
Telemus Capital
Michigan
$536K – – –
OPCM
756
Osborne Partners Capital Management
California
$535K +$297K +2,824 +125%
EA
757
Efficient Advisors
Ohio
$535K -$20.1K -191 -4%
SC
758
Soundwatch Capital
Connecticut
$531K -$165K -1,567 -24%
PA
759
Paragon Advisors
Texas
$530K +$530K +5,034 New
AWAG
760
ARS Wealth Advisors Group
Florida
$528K -$13.9K -132 -3%
VCA
761
Verdence Capital Advisors
Maryland
$516K -$105 -1 -0%
GAM
762
Gemmer Asset Management
California
$513K – – –
XF
763
XML Financial
Maryland
$513K – – –
AP
764
Adero Partners
California
$511K – – –
CCA
765
Cadent Capital Advisors
Oklahoma
$505K +$2.32K +22 +0.5%
ZIG
766
Zullo Investment Group
Pennsylvania
$502K -$2K -19 -0.4%
D.E. Shaw & Co
767
D.E. Shaw & Co
New York
$502K +$502K +4,766 New
MOS
768
MGO One Seven
Ohio
$498K -$131K -1,248 -21%
LJHT
769
Laurie J. Hall Trustee
$495K – – –
HP
770
Hilltop Partners
Indiana
$494K +$2.42K +23 +0.5%
VCP
771
Vista Capital Partners
Oregon
$488K +$28.7K +273 +6%
AC
772
AWM Capital
Arizona
$485K -$18.6K -177 -4%
FA
773
Financial Alternatives
California
$485K -$15.6K -148 -3%
GLA
774
Good Life Advisors
Pennsylvania
$485K -$52K -494 -10%
CG
775
CFO4Life Group
Texas
$484K – – –
29 30
31
32 33