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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 %
DT
876
Diversified Trust
Tennessee
$254K 2,599 -57 -2%
YIH
877
Y-Intercept (HK)
Hong Kong
$251K 2,566 +2,566 New
WAAG
878
Wealth Alliance Advisory Group
Kansas
$251K 2,560 -863 -25%
APIM
879
Agate Pass Investment Management
Washington
$250K 2,557 – –
HHGA
880
Halbert Hargrove Global Advisors
California
$250K 2,551 +2,551 New
NC
881
NovaPoint Capital
Georgia
$247K 2,526 +6 +0.2%
BPFA
882
Barnes Pettey Financial Advisors
Mississippi
$247K 2,523 – –
AO
883
Advisor OS
Illinois
$246K 2,519 +228 +10%
SFG
884
Summit Financial Group
West Virginia
$246K 2,510 – –
DC
885
Davenport & Co
Virginia
$243K 2,485 +38 +2%
PIM
886
Parker Investment Management
California
$243K 2,483 -1,277 -34%
BC
887
Barrett & Company
Rhode Island
$243K 2,479 +5 +0.2%
MIAS
888
Mason Investment Advisory Services
Virginia
$242K 2,470 – –
RF
889
RHS Financial
California
$240K 2,455 +2,455 New
HTC
890
Haverford Trust Company
Pennsylvania
$239K 2,439 – –
AFG
891
ABLE Financial Group
Arizona
$237K 2,425 -3,667 -60%
SCP
892
Shorepoint Capital Partners
Massachusetts
$237K 2,425 -2 -0.1%
CGFA
893
Colton Groome Financial Advisors
North Carolina
$235K 2,404 – –
SAM
894
Smithbridge Asset Management
Pennsylvania
$235K 2,400 – –
BWM
895
Birchcreek Wealth Management
Ohio
$234K 2,396 -18 -0.7%
CA
896
CGN Advisors
Kansas
$234K 2,396 +2,396 New
API
897
Advisor Partners II
California
$234K 2,392 -136 -5%
4WM
898
4J Wealth Management
Virginia
$233K 2,386 – –
MSS
899
Mitchell Sinkler & Starr
Pennsylvania
$229K 2,345 – –
PJSIMP
900
P.J. Schmidt Investment Management (PJS)
Wisconsin
$228K 2,264 -2,234 -50%
34 35
36
37 38