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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 %
BWP
776
BSW Wealth Partners
Colorado
$314K +$90K +1,061 +40%
CANC
777
Culbertson A N & Co
Virginia
$313K – – –
ANTB
778
AMG National Trust Bank
Colorado
$313K -$661K -7,791 -68%
PGFC
779
Peapack-Gladstone Financial Corp
New Jersey
$313K -$12.9K -152 -4%
MWM
780
Marietta Wealth Management
Georgia
$311K -$57.1K -673 -15%
AWM
781
Atticus Wealth Management
Florida
$311K +$51.8K +611 +20%
WB
782
West Bancorporation
Iowa
$310K – – –
EAM
783
Evanson Asset Management
California
$310K – – –
TCM
784
Tradewinds Capital Management
Washington
$309K +$85 +1 +0%
TVAMP
785
Tennessee Valley Asset Management Partners
Tennessee
$307K +$35.5K +419 +13%
WAAG
786
Wealth Alliance Advisory Group
Kansas
$307K -$305K -3,594 -50%
CCA
787
Childress Capital Advisors
Texas
$305K – – –
BG
788
Benedetti & Gucer
Georgia
$305K -$7.64K -90 -2%
PCS
789
Personal CFO Solutions
New Jersey
$303K +$5.17K +61 +2%
BFG
790
Barber Financial Group
Kansas
$299K +$1.44K +17 +0.5%
PCA
791
Private Capital Advisors
Connecticut
$297K – – –
PWP
792
Pursue Wealth Partners
California
$297K – – –
WTC
793
WhitTier Trust Company
Nevada
$295K +$26K +307 +10%
TPCW
794
TD Private Client Wealth
New York
$294K -$34.9K -412 -11%
WFA
795
Wellspring Financial Advisors
Ohio
$294K +$1.27K +15 +0.4%
ECG
796
Edge Capital Group
Georgia
$293K – – –
NL
797
NVWM LLC
Pennsylvania
$293K -$15.2K -179 -5%
WCM
798
WealthBridge Capital Management
Ohio
$292K -$26.8K -316 -8%
Neuberger Berman Group
799
Neuberger Berman Group
New York
$289K -$31.8K -375 -10%
BS
800
Boenning & Scattergood
Pennsylvania
$287K -$1.61K -16 -0.6%
30 31
32
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