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iShares Core S&P Total US Stock Market ETF
ITOT

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 %
TCOT
901
Trust Company of Toledo
Ohio
$221K 2,348 +2,348 New
4WM
902
4J Wealth Management
Virginia
$220K 2,336 -50 -2%
PWP
903
Principle Wealth Partners
Connecticut
$219K 2,329 – –
EF
904
Empirical Finance
Pennsylvania
$219K 2,328 +1 +0%
NC
905
NovaPoint Capital
Georgia
$219K 2,327 -199 -8%
AWM
906
Accurate Wealth Management
Florida
$217K 2,261 -48,657 -96%
PWP
907
Pursue Wealth Partners
California
$217K 2,300 – –
VAS
908
Vestmark Advisory Solutions
Massachusetts
$216K 2,298 +2,298 New
FFM
909
Forum Financial Management
Illinois
$216K 2,293 – –
HWP
910
Hibernia Wealth Partners
Louisiana
$216K 2,289 +2,289 New
SB
911
Strategic Blueprint
Georgia
$215K 2,281 +12 +0.5%
RDFA
912
Ritter Daniher Financial Advisory
Ohio
$213K 2,258 +13 +0.6%
OPCM
913
Osborne Partners Capital Management
California
$213K 2,258 – –
BFO
914
Boston Family Office
Massachusetts
$212K 2,250 – –
SFA
915
Semmax Financial Advisors
North Carolina
$211K 2,193 +2,193 New
CPP
916
Capasso Planning Partners
South Carolina
$211K 2,241 +2,241 New
GWS
917
Glassman Wealth Services
Virginia
$210K 2,228 – –
RG
918
Rathbones Group
United Kingdom
$208K 2,213 +2,213 New
GIM
919
Goelzer Investment Management
Indiana
$208K 2,210 – –
EWM
920
Evercore Wealth Management
New York
$208K 2,210 – –
CTA
921
Colonial Trust Advisors
South Carolina
$208K 2,206 – –
MIG
922
McGuire Investment Group
Rhode Island
$206K 2,192 -39 -2%
TL
923
Tradewinds LLC
North Carolina
$206K 2,192 -87 -4%
CIC
924
Carnegie Investment Counsel
Ohio
$205K 2,175 – –
CFD
925
Creative Financial Designs
Indiana
$205K 2,174 +73 +3%
35 36
37
38 39