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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.

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

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$898M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$171M
3
TLIC
3
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$228M
5
SW
5
SVB Wealth
Massachusetts
$40.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
851
Larson Financial Group
Missouri
$379K +$19.6K +186 +5%
GWA
852
Geometric Wealth Advisors
District of Columbia
$377K -$38.1K -362 -9%
FMN
853
Financial Management Network
California
$376K -$1.65K -16 -0.4%
Fisher Asset Management
854
Fisher Asset Management
Washington
$376K +$376K +3,568 New
MW
855
Marcum Wealth
Ohio
$375K – – –
EAM
856
Evanson Asset Management
California
$374K +$1.26K +12 +0.3%
TWC
857
TD Waterhouse Canada
Ontario, Canada
$371K -$7.63K -74 -2%
WFA
858
Wellspring Financial Advisors
Ohio
$370K +$3.16K +30 +0.9%
JWCA
859
J.W. Coons Advisors
Ohio
$370K -$63.1K -600 -15%
KF
860
KKM Financial
Illinois
$369K +$369K +3,510 New
PCA
861
Private Capital Advisors
Connecticut
$369K – – –
AA
862
AF Advisors
California
$368K – – –
MCM
863
Mengis Capital Management
Oregon
$367K +$737 +7 +0.2%
LRIA
864
Leonard Rickey Investment Advisors
Washington
$359K +$6.95K +66 +2%
ANBT
865
American National Bank & Trust
Texas
$359K +$207K +1,963 +135%
CC
866
Cadinha & Co
Hawaii
$359K -$95.1K -904 -21%
ANTB
867
AMG National Trust Bank
Colorado
$356K – – –
BWM
868
BNC Wealth Management
Oregon
$353K +$1.05K +10 +0.3%
BRIM
869
Broad Run Investment Management
Virginia
$352K +$352K +3,342 New
FMTCOCP
870
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$351K -$20.3K -193 -5%
MWM
871
Meridian Wealth Management
Kentucky
$348K -$380K -3,610 -52%
FFA
872
Fragasso Financial Advisors
Pennsylvania
$347K – – –
CF
873
Centaurus Financial
California
$345K +$69.1K +656 +25%
OIA
874
Optimum Investment Advisors
Illinois
$343K +$24.6K +234 +8%
FSG
875
Financial Strategies Group
Michigan
$343K +$343K +3,208 New
33 34
35
36 37