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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 %
NL
801
NVWM LLC
Pennsylvania
$338K – – –
WCM
802
WealthBridge Capital Management
Ohio
$337K -$587 -6 -0.2%
FFA
803
Fragasso Financial Advisors
Pennsylvania
$331K +$16.3K +167 +5%
RWA
804
Roberts Wealth Advisors
California
$330K – – –
MW
805
MBL Wealth
North Carolina
$330K +$40K +409 +14%
BG
806
Benedetti & Gucer
Georgia
$330K +$2.55K +26 +0.8%
EGWAG
807
Elwood & Goetz Wealth Advisory Group
Georgia
$329K – – –
MCA
808
Magnolia Capital Advisors
Mississippi
$329K – – –
BWM
809
BNC Wealth Management
Oregon
$328K +$587 +6 +0.2%
FA
810
Faithward Advisors
Pennsylvania
$326K +$321K +3,264 +6,661%
BFA
811
Beacon Financial Advisory
Ohio
$325K +$6.26K +64 +2%
BF
812
BOK Financial
Oklahoma
$324K – – –
TPCW
813
TD Private Client Wealth
New York
$321K -$35.2K -360 -10%
TVAMP
814
Tennessee Valley Asset Management Partners
Tennessee
$318K -$3.82K -39 -1%
TCM
815
Telos Capital Management
California
$315K +$83.6K +854 +36%
OL
816
Optas LLC
Texas
$312K +$294 +3 +0.1%
NB
817
Nicolet Bankshares
Wisconsin
$310K – – –
DWM
818
Denver Wealth Management
Colorado
$310K +$978 +10 +0.3%
CPSC
819
Carl P. Sherr & Co
Massachusetts
$309K – – –
HWA
820
Heartwood Wealth Advisors
Virginia
$306K – – –
SRWM
821
Shira Ridge Wealth Management
California
$304K – – –
ECM
822
Evergreen Capital Management
Washington
$304K – – –
GS
823
GTS Securities
New York
$303K +$303K +3,101 New
FIM
824
Fernwood Investment Management
Massachusetts
$299K +$34.2K +349 +13%
WAM
825
Weinberger Asset Management
California
$298K +$783 +8 +0.3%
31 32
33
34 35