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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
1
Charles Schwab
California
$887M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$249M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$391M
4
Wells Fargo
4
Wells Fargo
California
$4.62B
5
Osaic Holdings
5
Osaic Holdings
Arizona
$209M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$124M
2
LWM
2
LJI Wealth Management
Indiana
$74.4M
3
AT
3
American Trust
Kentucky
$785K
4
SW
4
SVB Wealth
Massachusetts
$80.7M
5
EK
5
Evensky & Katz
Florida
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
801
Rothschild Investment LLC
Illinois
$318K +$318K +3,377 New
BWM
802
BNC Wealth Management
Oregon
$315K – – –
LRIA
803
Leonard Rickey Investment Advisors
Washington
$315K -$30.6K -325 -9%
TPCW
804
TD Private Client Wealth
New York
$315K +$6.69K +71 +2%
FFA
805
Fragasso Financial Advisors
Pennsylvania
$311K -$8.1K -86 -3%
SFG
806
Sovereign Financial Group
Connecticut
$310K -$40K -425 -11%
VCP
807
Verus Capital Partners
Arizona
$310K +$95.5K +1,014 +45%
OP
808
ORG Partners
Indiana
$306K -$7.33M -77,849 -96%
BFA
809
Beacon Financial Advisory
Ohio
$305K -$7.82K -83 -2%
TVAMP
810
Tennessee Valley Asset Management Partners
Tennessee
$305K -$942 -10 -0.3%
MCM
811
McDonough Capital Management
Florida
$304K +$304K +3,228 New
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$302K -$34.4K -364 -10%
IA
813
IFG Advisory
Georgia
$299K +$299K +3,172 New
DWM
814
Denver Wealth Management
Colorado
$299K – – –
FA
815
FC Advisory
Pennsylvania
$296K +$19.7K +209 +7%
HWA
816
Heartwood Wealth Advisors
Virginia
$295K – – –
ECM
817
Evergreen Capital Management
Washington
$294K – – –
SRWM
818
Shira Ridge Wealth Management
California
$293K – – –
CPSC
819
Carl P. Sherr & Co
Massachusetts
$292K -$4.9K -52 -2%
NIM
820
Northeast Investment Management
Massachusetts
$292K -$295K -3,133 -50%
BF
821
BOK Financial
Oklahoma
$291K -$13K -142 -4%
WAM
822
Weinberger Asset Management
California
$289K +$2.36K +25 +0.8%
FIM
823
Fernwood Investment Management
Massachusetts
$289K +$565 +6 +0.2%
CFS
824
CRA Financial Services
New Jersey
$288K +$7.72K +82 +3%
WBC
825
West Branch Capital
Massachusetts
$286K – – –
31 32
33
34 35