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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
Charles Schwab
California
$887M
2
Empower Advisory Group
Empower Advisory Group
Colorado
$249M
3
Wealthfront Advisers
Wealthfront Advisers
California
$391M
4
Wells Fargo
Wells Fargo
California
$4.62B
5
Osaic Holdings
Osaic Holdings
Arizona
$209M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$124M
2
LWM
LJI Wealth Management
Indiana
$74.4M
3
AT
American Trust
Kentucky
$785K
4
SW
SVB Wealth
Massachusetts
$80.7M
5
EK
Evensky & Katz
Florida
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONST
776
Old North State Trust
North Carolina
$347K – – –
PFA
777
Pettinga Financial Advisors
Indiana
$346K +$146K +1,549 +73%
HW
778
Hancock Whitney
Mississippi
$346K – – –
TWC
779
TD Waterhouse Canada
Ontario, Canada
$345K -$58.5K -622 -14%
IF
780
IRON Financial
Illinois
$343K +$343K +3,644 New
Kayne Anderson Rudnick Investment Management
781
Kayne Anderson Rudnick Investment Management
California
$342K -$46.8K -497 -12%
FFN
782
Focus Financial Network
Minnesota
$342K +$568 +6 +0.2%
FMN
783
Financial Management Network
California
$341K +$6.72K +72 +2%
PGFC
784
Peapack-Gladstone Financial Corp
New Jersey
$341K -$7.45K -79 -2%
WHCI
785
W.H. Cornerstone Investments
Massachusetts
$341K – – –
MWM
786
McNaughton Wealth Management
California
$339K +$565 +6 +0.2%
VBFP
787
Valtinson Bruner Financial Planning
Minnesota
$337K – – –
SSW
788
Stone Summit Wealth
Florida
$337K +$82.1K +872 +32%
MW
789
Marcum Wealth
Ohio
$336K +$55.2K +586 +20%
EAM
790
Evanson Asset Management
California
$334K -$24K -255 -7%
FMTCOCP
791
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$333K +$173K +1,838 +108%
AA
792
AF Advisors
California
$329K – – –
WFA
793
Wellspring Financial Advisors
Ohio
$328K – – –
MCM
794
Mengis Capital Management
Oregon
$327K -$1.13K -12 -0.3%
BA
795
Bridge Advisory
California
$327K +$327K +3,467 New
WCM
796
WealthBridge Capital Management
Ohio
$324K – – –
RWA
797
Roberts Wealth Advisors
California
$323K – – –
LFG
798
Larson Financial Group
Missouri
$322K -$9.61K -102 -3%
PCA
799
Private Capital Advisors
Connecticut
$321K – – –
ANTB
800
AMG National Trust Bank
Colorado
$319K -$8.38K -89 -3%
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