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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 %
OFG
801
Omega Financial Group
California
$287K +$287K +3,379 New
SB
802
Strategic Blueprint
Georgia
$286K +$286K +3,378 New
RWA
803
Roberts Wealth Advisors
California
$285K +$285K +3,377 New
BWM
804
BNC Wealth Management
Oregon
$283K +$16.7K +197 +6%
SWA
805
Stratos Wealth Advisors
Ohio
$282K -$91.5K -1,079 -24%
LFG
806
Larson Financial Group
Missouri
$282K +$5.6K +66 +2%
BWM
807
BCS Wealth Management
Tennessee
$280K +$29.7K +350 +12%
SSB
808
Sandy Spring Bank
Maryland
$279K -$14.9K -176 -5%
AA
809
AF Advisors
California
$278K – – –
MHS
810
M Holdings Securities
Oregon
$277K +$2.71K +32 +1%
H
811
HoyleCohen
California
$274K – – –
1WA
812
180 Wealth Advisors
Washington
$274K +$5.86K +65 +2%
CFB
813
Cullen/Frost Bankers
Texas
$273K +$177K +2,084 +183%
MCA
814
Magnolia Capital Advisors
Mississippi
$272K – – –
FFA
815
Fragasso Financial Advisors
Pennsylvania
$271K +$3.22K +38 +1%
Jane Street
816
Jane Street
New York
$271K +$271K +3,197 New
KWM
817
Kaydan Wealth Management
Michigan
$271K -$4.16K -49 -2%
OL
818
Optas LLC
Texas
$270K +$270K +3,180 New
NB
819
Nicolet Bankshares
Wisconsin
$269K – – –
FFN
820
Focus Financial Network
Minnesota
$269K +$29.5K +348 +12%
CPSC
821
Carl P. Sherr & Co
Massachusetts
$267K +$267K +3,154 New
DWM
822
Denver Wealth Management
Colorado
$267K +$1.27K +15 +0.5%
SRWM
823
Shira Ridge Wealth Management
California
$267K +$267K +3,145 New
EWS
824
Evergreen Wealth Solutions
Pennsylvania
$266K -$37.8K -446 -12%
MC
825
Moors & Cabot
Massachusetts
$265K -$101K -1,196 -28%
31 32
33
34 35