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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
MW
826
MBL Wealth
North Carolina
$268K +$7.97K +88 +3%
SFG
827
Sovereign Financial Group
Connecticut
$268K +$15.1K +167 +6%
AWS
828
AJ Wealth Strategies
New York
$268K – – –
TCM
829
Tandem Capital Management
New Jersey
$267K -$4.98K -55 -2%
DI
830
DFPG Investments
Utah
$267K +$267K +2,951 New
FA
831
FC Advisory
Pennsylvania
$266K +$996 +11 +0.4%
IAIM
832
Industrial Alliance Investment Management
Quebec, Canada
$265K -$313K -3,457 -54%
Renaissance Technologies
833
Renaissance Technologies
New York
$263K +$263K +2,900 New
FCFC
834
First Commonwealth Financial Corp
Pennsylvania
$261K – – –
EA
835
Ellsworth Advisors
Ohio
$260K +$91 +1 +0%
ST
836
Sabal Trust
Florida
$259K -$6.16K -68 -2%
MWM
837
Meridian Wealth Management
Kentucky
$255K -$1.27K -14 -0.5%
DWM
838
Drive Wealth Management
Utah
$253K -$10.3K -114 -4%
LC
839
Lincoln Capital
Nebraska
$252K +$91 +1 +0%
ACP
840
Aveo Capital Partners
Colorado
$252K – – –
IA
841
IFG Advisory
Georgia
$249K -$11.3K -125 -4%
LFA
842
Level Financial Advisors
New York
$247K – – –
RW
843
Rede Wealth
Virginia
$247K +$19.7K +217 +9%
GC
844
Grimes & Company
Massachusetts
$246K – – –
WBC
845
West Branch Capital
Massachusetts
$246K -$5.52K -61 -2%
FIM
846
Fernwood Investment Management
Massachusetts
$245K -$453 -5 -0.2%
LF
847
Lantz Financial
Illinois
$244K – – –
DT
848
Diversified Trust
Tennessee
$241K – – –
MCWS
849
McKinley Carter Wealth Services
West Virginia
$239K -$10.1K -112 -4%
MSAM
850
Moloney Securities Asset Management
Missouri
$238K +$272 +3 +0.1%
32 33
34
35 36