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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 %
SFG
776
Sovereign Financial Group
Connecticut
$363K +$73.8K +754 +25%
NAM
777
NTV Asset Management
West Virginia
$363K – – –
Neuberger Berman Group
778
Neuberger Berman Group
New York
$362K -$6.56K -67 -2%
CANC
779
Culbertson A N & Co
Virginia
$362K – – –
PGFC
780
Peapack-Gladstone Financial Corp
New Jersey
$361K -$26.3K -269 -7%
ONST
781
Old North State Trust
North Carolina
$361K – – –
LRIA
782
Leonard Rickey Investment Advisors
Washington
$359K -$9.2K -94 -2%
HW
783
Hancock Whitney
Mississippi
$359K -$16.1K -165 -4%
BBHC
784
Brown Brothers Harriman & Co
New York
$357K +$161K +1,650 +83%
PCS
785
Personal CFO Solutions
New Jersey
$355K +$18.2K +186 +5%
WHCI
786
W.H. Cornerstone Investments
Massachusetts
$354K +$1.08K +11 +0.3%
FFN
787
Focus Financial Network
Minnesota
$353K – – –
MWM
788
McNaughton Wealth Management
California
$351K +$49K +501 +16%
FMN
789
Financial Management Network
California
$351K +$351K +3,582 New
VBFP
790
Valtinson Bruner Financial Planning
Minnesota
$350K -$5.87K -60 -2%
VWA
791
V Wealth Advisors
Kansas
$349K +$6.07K +62 +2%
CIAS
792
Capital Investment Advisory Services
North Carolina
$348K -$21.8K -223 -6%
JFGIW
793
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$347K +$285K +2,908 +452%
LFG
794
Larson Financial Group
Missouri
$344K -$27.6K -282 -7%
PCA
795
Private Capital Advisors
Connecticut
$343K – – –
AA
796
AF Advisors
California
$342K – – –
MCM
797
Mengis Capital Management
Oregon
$341K -$76.8K -785 -18%
WFA
798
Wellspring Financial Advisors
Ohio
$341K +$978 +10 +0.3%
ANTB
799
AMG National Trust Bank
Colorado
$340K -$20.1K -205 -6%
Prudential Financial
800
Prudential Financial
New Jersey
$339K -$14.1K -144 -4%
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