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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 %
CA
826
Continuum Advisory
Idaho
$264K -$310K -3,650 -54%
MW
827
Marcum Wealth
Ohio
$263K -$85 -1 -0%
ECM
828
Evergreen Capital Management
Washington
$263K -$318K -3,750 -55%
UFA
829
US Financial Advisors
Massachusetts
$262K +$262K +3,092 New
SC
830
Soundwatch Capital
Connecticut
$262K -$294K -3,467 -53%
LPAM
831
Lodestar Private Asset Management
California
$262K +$262K +3,087 New
CTA
832
Colonial Trust Advisors
South Carolina
$261K -$38.2K -450 -13%
MAG
833
Mayfair Advisory Group
Alabama
$261K +$261K +3,030 New
CFS
834
CRA Financial Services
New Jersey
$260K -$3.39K -40 -1%
LMKC
835
L.M. Kohn & Company
Ohio
$260K +$260K +3,063 New
BA
836
Bellwether Advisors
Nebraska
$257K -$52.1K -614 -17%
DWP
837
Daymark Wealth Partners
Ohio
$257K +$257K +3,027 New
AW
838
Alaethes Wealth
Nevada
$255K +$1.7K +20 +0.7%
TCM
839
Tandem Capital Management
New Jersey
$255K -$40.7K -480 -14%
GPA
840
Garrison Point Advisors
California
$254K – – –
BWM
841
Birchcreek Wealth Management
Ohio
$253K -$72.2K -851 -22%
FFA
842
Fi3 Financial Advisors
Indiana
$252K +$252K +2,971 New
VFIC
843
Valley Forge Investment Consultants
Pennsylvania
$252K -$1.53K -18 -0.6%
AWS
844
AJ Wealth Strategies
New York
$251K +$251K +2,960 New
EA
845
Ellsworth Advisors
Ohio
$250K -$21K -241 -8%
ST
846
Sabal Trust
Florida
$249K – – –
FA
847
FC Advisory
Pennsylvania
$248K -$67.2K -792 -21%
MWM
848
McNaughton Wealth Management
California
$248K +$1.27K +15 +0.5%
DWM
849
Drive Wealth Management
Utah
$246K +$246K +2,904 New
Prudential Financial
850
Prudential Financial
New Jersey
$245K -$231K -2,729 -49%
32 33
34
35 36