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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.

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 Market Value Shares Shares
Change 		Shares
Change %
WBC
826
West Branch Capital
Massachusetts
$297K 3,038 +321 +12%
1WA
827
180 Wealth Advisors
Washington
$295K 3,006 – –
CA
828
Continuum Advisory
Idaho
$295K 3,011 -251 -8%
UFA
829
US Financial Advisors
Massachusetts
$295K 3,011 – –
OIA
830
Optimum Investment Advisors
Illinois
$294K 3,009 +2,465 +453%
SL
831
Sentinus LLC
Illinois
$294K 3,005 -6 -0.2%
PA
832
Pinnacle Associates
New York
$294K 3,002 – –
CCA
833
Childress Capital Advisors
Texas
$294K 3,000 – –
VFIC
834
Valley Forge Investment Consultants
Pennsylvania
$292K 2,985 +8 +0.3%
MW
835
Marcum Wealth
Ohio
$292K 2,982 -122 -4%
CFS
836
CRA Financial Services
New Jersey
$291K 2,979 -50 -2%
OBWG
837
Onyx Bridge Wealth Group
New York
$291K 2,973 +500 +20%
AWS
838
AJ Wealth Strategies
New York
$290K 2,960 – –
GWA
839
Geometric Wealth Advisors
District of Columbia
$287K 2,888 +498 +21%
FA
840
FC Advisory
Pennsylvania
$287K 2,931 -8 -0.3%
OWM
841
Opes Wealth Management
California
$287K 2,930 +400 +16%
LWM
842
Ledge Wealth Management
Minnesota
$286K 2,919 -17,417 -86%
AW
843
Alaethes Wealth
Nevada
$283K 2,895 -110 -4%
LPAM
844
Lodestar Private Asset Management
California
$282K 2,887 -213 -7%
FCFC
845
First Commonwealth Financial Corp
Pennsylvania
$282K 2,878 – –
SC
846
Seldon Capital
California
$281K 2,876 -2,876 -50%
ST
847
Sabal Trust
Florida
$280K 2,864 – –
MCWS
848
McKinley Carter Wealth Services
West Virginia
$280K 2,863 +229 +9%
EA
849
Ellsworth Advisors
Ohio
$279K 2,853 -20 -0.7%
LF
850
Lantz Financial
Illinois
$278K 2,841 +151 +6%
32 33
34
35 36