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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 %
MCM
926
Mattern Capital Management
Colorado
$204K 2,168 – –
WF
927
Welch & Forbes
Massachusetts
$204K 2,168 – –
NA
928
Nottingham Advisors
New York
$204K 2,164 – –
CBA
929
Coastal Bridge Advisors
Connecticut
$203K 2,155 – –
TPW
930
Transatlantique Private Wealth
New York
$203K 2,152 – –
CRWM
931
Castle Rock Wealth Management
California
$201K 2,135 +10 +0.5%
TYCC
932
Texas Yale Capital Corp
Florida
$201K 2,134 – –
TCM
933
Telos Capital Management
California
$200K 2,127 -1,093 -34%
AFG
934
ABLE Financial Group
Arizona
$200K 2,126 -299 -12%
NL
935
NVWM LLC
Pennsylvania
$200K 2,112 -1,338 -39%
CWM
936
Cranbrook Wealth Management
Michigan
$188K 1,996 -90 -4%
PAIM
937
Punch & Associates Investment Management
Minnesota
$184K 1,950 – –
FAM
938
Flaharty Asset Management
Florida
$182K 1,931 +1,931 New
KFI
939
Key Financial Inc
Pennsylvania
$179K 1,905 – –
OSNBOA
940
Old Second National Bank of Aurora
Illinois
$173K 1,838 +231 +14%
DWMG
941
DB Wealth Management Group
California
$167K 1,771 +720 +69%
Toronto Dominion Bank
942
Toronto Dominion Bank
Ontario, Canada
$166K 1,767 +1,767 New
HL
943
HeadInvest LLC
Maine
$163K 1,735 +1,735 New
GI
944
Gradient Investments
Minnesota
$154K 1,637 – –
SN
945
Sittner & Nelson
Oregon
$148K 1,570 – –
GFPC
946
Global Financial Private Client
Florida
$140K 1,494 – –
JGIA
947
Jackson Grant Investment Advisers
Connecticut
$139K 1,479 +17 +1%
ANBT
948
American National Bank & Trust
Texas
$136K 1,449 – –
WWP
949
WR Wealth Planners
Missouri
$135K 1,429 – –
IBOK
950
Independence Bank of Kentucky
Kentucky
$131K 1,396 -125 -8%
36 37
38
39 40