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

1,069 hedge funds and large institutions have $26B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 347 increasing their positions, 390 reducing their positions, and 57 closing their positions.

Holders
1,069
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
17.05%
Holding in Top 10
140
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.41%
% of All Funds
2.23%
New
64
Increased
347
Reduced
390
Closed
57
Calls
$11.3M
Puts
$1.24M
Net Calls
+$10.1M
Net Calls Change
-$3.58M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$887M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$249M
3
PWA
3
Provenance Wealth Advisors
Florida
$170M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$391M
5
Wells Fargo
5
Wells Fargo
California
$4.62B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$124M
3
LWM
3
LJI Wealth Management
Indiana
$74.4M
4
AT
4
American Trust
Kentucky
$785K
5
SW
5
SVB Wealth
Massachusetts
$80.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
876
Reston Wealth Management
Virginia
$243K 2,580 -43 -2%
WFAG
877
Worth Financial Advisory Group
North Carolina
$242K 2,570 -1,169 -31%
DT
878
Diversified Trust
Tennessee
$242K 2,569 -30 -1%
PIM
879
Parker Investment Management
California
$242K 2,565 +82 +3%
WAAG
880
Wealth Alliance Advisory Group
Kansas
$241K 2,560 – –
APIM
881
Agate Pass Investment Management
Washington
$241K 2,557 – –
BPFA
882
Barnes Pettey Financial Advisors
Mississippi
$238K 2,523 – –
AO
883
Advisor OS
Illinois
$237K 2,519 – –
OFS
884
OneAscent Financial Services
Alabama
$237K 2,500 +2,500 New
SFG
885
Summit Financial Group
West Virginia
$236K 2,510 – –
BC
886
Barrett & Company
Rhode Island
$233K 2,479 – –
GC
887
Grimes & Company
Massachusetts
$232K 2,461 -259 -10%
SCP
888
Shorepoint Capital Partners
Massachusetts
$231K 2,451 +26 +1%
BWM
889
Birchcreek Wealth Management
Ohio
$231K 2,450 +54 +2%
EWS
890
Evergreen Wealth Solutions
Pennsylvania
$230K 2,442 -233 -9%
RS
891
Retirement Solution
Washington
$230K 2,441 +2,441 New
MIAS
892
Mason Investment Advisory Services
Virginia
$229K 2,429 -41 -2%
CGFA
893
Colton Groome Financial Advisors
North Carolina
$226K 2,404 – –
RC
894
Roundview Capital
New Jersey
$226K 2,404 +2,404 New
SAM
895
Smithbridge Asset Management
Pennsylvania
$226K 2,400 – –
CA
896
Continuum Advisory
Idaho
$223K 2,370 -641 -21%
AWM
897
Atticus Wealth Management
Florida
$223K 2,368 +170 +8%
API
898
Advisor Partners II
California
$223K 2,366 -26 -1%
GC
899
Garde Capital
Washington
$222K 2,360 +67 +3%
FDDB
900
Fidelity D&D Bancorp
Pennsylvania
$221K 2,349 +2,349 New
34 35
36
37 38