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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.

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 %
FCFC
851
First Commonwealth Financial Corp
Pennsylvania
$244K – – –
MW
852
MBL Wealth
North Carolina
$244K +$244K +2,877 New
SC
853
Seldon Capital
California
$244K – – –
IA
854
IFG Advisory
Georgia
$243K -$25.2K -298 -9%
MCA
855
MSH Capital Advisors
Arizona
$240K -$55.2K -651 -19%
MWM
856
Meridian Wealth Management
Kentucky
$240K +$170 +2 +0.1%
SFG
857
Sovereign Financial Group
Connecticut
$237K +$237K +2,794 New
LC
858
Lincoln Capital
Nebraska
$236K +$2.55K +30 +1%
ACP
859
Aveo Capital Partners
Colorado
$236K – – –
WBC
860
West Branch Capital
Massachusetts
$236K +$18.7K +221 +9%
RA
861
Rodgers & Associates
Pennsylvania
$235K -$4.58K -54 -2%
TI
862
Trexquant Investment
Connecticut
$235K -$100K -1,182 -30%
MCWS
863
McKinley Carter Wealth Services
West Virginia
$233K -$12.8K -151 -5%
LFA
864
Level Financial Advisors
New York
$232K -$40.7K -480 -15%
HIG
865
Heritage Investment Group
Florida
$232K +$232K +2,736 New
FCA
866
Fortis Capital Advisors
Kansas
$232K +$232K +2,735 New
GC
867
Grimes & Company
Massachusetts
$231K -$185K -2,186 -45%
FIM
868
Fernwood Investment Management
Massachusetts
$230K +$85 +1 +0%
API
869
Advisor Partners II
California
$230K -$66.4K -783 -22%
LOPW
870
Live Oak Private Wealth
North Carolina
$230K – – –
LF
871
Lantz Financial
Illinois
$228K +$13.1K +155 +6%
4WM
872
4J Wealth Management
Virginia
$226K -$2.04K -24 -0.9%
MIAS
873
Mason Investment Advisory Services
Virginia
$226K – – –
HTC
874
Haverford Trust Company
Pennsylvania
$225K +$225K +2,659 New
WAM
875
Weinberger Asset Management
California
$225K +$225K +2,656 New
33 34
35
36 37