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iShares Core S&P Total US Stock Market ETF
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Overview Fund Activity

1,050 hedge funds and large institutions have $24.3B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 368 increasing their positions, 412 reducing their positions, and 58 closing their positions.

Holders
1,050
Holders Change
-13
Holders Change %
-1.22%
% of All Funds
16.81%
Holding in Top 10
133
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.64%
% of All Funds
2.13%
New
78
Increased
368
Reduced
412
Closed
58
Calls
$11.8M
Puts
$2.3M
Net Calls
+$9.5M
Net Calls Change
+$293K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$255M
2
Cerity Partners
2
Cerity Partners
New York
$162M
3
Stifel Financial
3
Stifel Financial
Missouri
$267M
4
CS
4
Cisco Systems
California
$319M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$40.8M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
BlackRock
2
BlackRock
New York
$3.61B
3
SWM
3
SigFig Wealth Management
California
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.42B
Name Market Value Shares Shares
Change 		Shares
Change %
NB
801
Nicolet Bankshares
Wisconsin
$287K 3,173 – –
DWM
802
Denver Wealth Management
Colorado
$286K 3,163 +12 +0.4%
LMKC
803
L.M. Kohn & Company
Ohio
$286K 3,155 +92 +3%
CPSC
804
Carl P. Sherr & Co
Massachusetts
$286K 3,154 – –
HWA
805
Heartwood Wealth Advisors
Virginia
$283K 3,128 +3,128 New
SRWM
806
Shira Ridge Wealth Management
California
$282K 3,109 -36 -1%
MW
807
Marcum Wealth
Ohio
$281K 3,104 – –
ECM
808
Evergreen Capital Management
Washington
$281K 3,102 – –
LPAM
809
Lodestar Private Asset Management
California
$281K 3,100 +13 +0.4%
MC
810
Moors & Cabot
Massachusetts
$280K 3,092 -30 -1%
MWM
811
McNaughton Wealth Management
California
$280K 3,090 +165 +6%
CTA
812
Colonial Trust Advisors
South Carolina
$279K 3,083 – –
MAG
813
Mayfair Advisory Group
Alabama
$275K 3,030 – –
BFM
814
Boston Financial Management
Massachusetts
$275K 3,038 -754 -20%
WAM
815
Weinberger Asset Management
California
$275K 3,036 +380 +14%
CFS
816
CRA Financial Services
New Jersey
$274K 3,029 -40 -1%
SL
817
Sentinus LLC
Illinois
$273K 3,011 -2,729 -48%
UFA
818
US Financial Advisors
Massachusetts
$273K 3,011 -81 -3%
1WA
819
180 Wealth Advisors
Washington
$272K 3,006 -30 -1%
AW
820
Alaethes Wealth
Nevada
$272K 3,005 -4 -0.1%
PA
821
Pinnacle Associates
New York
$272K 3,002 -1,650 -35%
CCA
822
Childress Capital Advisors
Texas
$272K 3,000 -600 -17%
VFIC
823
Valley Forge Investment Consultants
Pennsylvania
$270K 2,977 +11 +0.4%
GPA
824
Garrison Point Advisors
California
$270K 2,976 -15 -0.5%
FFA
825
Fi3 Financial Advisors
Indiana
$269K 2,972 +1 +0%
31 32
33
34 35