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iShares Core S&P Total US Stock Market ETF
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Overview Fund Activity

1,173 hedge funds and large institutions have $31.1B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 449 increasing their positions, 364 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,173
Holders Change
+104
Holders Change %
+9.73%
% of All Funds
17.2%
Holding in Top 10
158
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.86%
% of All Funds
2.32%
New
181
Increased
449
Reduced
364
Closed
57
Calls
$22M
Puts
$3.49M
Net Calls
+$18.5M
Net Calls Change
+$8.43M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.26B
2
BlackRock
BlackRock
New York
$4.4B
3
MFIM
Mesirow Financial Investment Management
Illinois
$96.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$453M
5
BSW
Buckingham Strategic Wealth
Missouri
$273M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$898M
2
Osaic Holdings
Osaic Holdings
Arizona
$171M
3
TLIC
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
Empower Advisory Group
Colorado
$228M
5
SW
SVB Wealth
Massachusetts
$40.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
826
Whittier Trust
California
$410K +$288K +2,740 +236%
SSB
827
Sandy Spring Bank
Maryland
$409K -$81.6K -775 -17%
SCTC
828
Sanibel Captiva Trust Company
Florida
$409K +$409K +3,886 New
TWP
829
Tyche Wealth Partners
Texas
$409K +$409K +3,882 New
CI
830
Cordant Inc
Oregon
$408K -$259K -2,462 -39%
CIG
831
Cullen Investment Group
Louisiana
$407K +$407K +3,868 New
WCM
832
WealthBridge Capital Management
Ohio
$406K +$43.7K +415 +12%
IA
833
IFG Advisory
Georgia
$404K +$69.9K +664 +21%
NAM
834
NTV Asset Management
West Virginia
$401K +$8.95K +85 +2%
OC
835
Oakworth Capital
Alabama
$400K – – –
VAMG
836
Voisard Asset Management Group
Michigan
$398K +$398K +3,783 New
PCS
837
Personal CFO Solutions
New Jersey
$396K +$7.05K +67 +2%
RWM
838
Reston Wealth Management
Virginia
$395K +$124K +1,174 +46%
MWM
839
McNaughton Wealth Management
California
$395K +$16.2K +154 +4%
CIAS
840
Capital Investment Advisory Services
North Carolina
$394K -$51.4K -488 -12%
BBHC
841
Brown Brothers Harriman & Co
New York
$389K -$64K -608 -14%
CANC
842
Culbertson A N & Co
Virginia
$389K – – –
HW
843
Hancock Whitney
Mississippi
$386K – – –
WHCI
844
W.H. Cornerstone Investments
Massachusetts
$386K +$5.26K +50 +1%
MAS
845
Meeder Advisory Services
Ohio
$386K +$386K +3,667 New
LWM
846
Ledge Wealth Management
Minnesota
$384K +$90.9K +864 +31%
CFB
847
Cullen/Frost Bankers
Texas
$383K -$16.2K -154 -4%
VBFP
848
Valtinson Bruner Financial Planning
Minnesota
$382K +$5.05K +48 +1%
PGFC
849
Peapack-Gladstone Financial Corp
New Jersey
$381K – – –
FFN
850
Focus Financial Network
Minnesota
$380K +$105 +1 +0%
32 33
34
35 36