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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 %
PWP
901
Principle Wealth Partners
Connecticut
$228K 2,329 – –
EF
902
Empirical Finance
Pennsylvania
$228K 2,327 -5 -0.2%
WSWA
903
Warren Street Wealth Advisors
California
$227K 2,319 – –
PWP
904
Pursue Wealth Partners
California
$225K 2,300 -1,200 -34%
FFM
905
Forum Financial Management
Illinois
$224K 2,293 -16 -0.7%
GC
906
Garde Capital
Washington
$224K 2,293 +1,081 +89%
TL
907
Tradewinds LLC
North Carolina
$223K 2,279 -6 -0.3%
VCP
908
Verus Capital Partners
Arizona
$223K 2,276 -22 -1%
SB
909
Strategic Blueprint
Georgia
$222K 2,269 +2,269 New
OPCM
910
Osborne Partners Capital Management
California
$221K 2,258 – –
BFO
911
Boston Family Office
Massachusetts
$220K 2,250 – –
RDFA
912
Ritter Daniher Financial Advisory
Ohio
$220K 2,245 +33 +1%
MIG
913
McGuire Investment Group
Rhode Island
$218K 2,231 +2,231 New
GWS
914
Glassman Wealth Services
Virginia
$218K 2,228 – –
GIM
915
Goelzer Investment Management
Indiana
$216K 2,210 -355 -14%
EWM
916
Evercore Wealth Management
New York
$216K 2,210 +2,210 New
CTA
917
Colonial Trust Advisors
South Carolina
$216K 2,206 -877 -28%
TIA
918
Traphagen Investment Advisors
New Jersey
$216K 9,026 -6,457 -42%
AWM
919
Atticus Wealth Management
Florida
$215K 2,198 +178 +9%
LRWA
920
Long Run Wealth Advisors
New York
$213K 2,182 +2,182 New
CIC
921
Carnegie Investment Counsel
Ohio
$213K 2,175 +2,175 New
WF
922
Welch & Forbes
Massachusetts
$212K 2,168 -215 -9%
MCM
923
Mattern Capital Management
Colorado
$212K 2,168 +2,168 New
NA
924
Nottingham Advisors
New York
$212K 2,164 -82 -4%
CBA
925
Coastal Bridge Advisors
Connecticut
$211K 2,155 +2,155 New
35 36
37
38 39