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

1,173 hedge funds and large institutions have $31.1B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 449 increasing their positions, 364 reducing their positions, and 57 closing their positions.

Holders
1,173
Holders Change
+104
Holders Change %
+9.73%
% of All Funds
17.2%
Holding in Top 10
158
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.86%
% of All Funds
2.32%
New
181
Increased
449
Reduced
364
Closed
57
Calls
$22M
Puts
$3.49M
Net Calls
+$18.5M
Net Calls Change
+$8.43M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.26B
2
AG
2
AlTi Global
New York
$228M
3
BlackRock
3
BlackRock
New York
$4.4B
4
AC
4
Adroit Compliance
$102M
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$96.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$898M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$171M
3
TLIC
3
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$228M
5
SW
5
SVB Wealth
Massachusetts
$40.5M
Name Market Value Shares Shares
Change 		Shares
Change %
NS
926
NBC Securities
Alabama
$290K 2,760 +1 +0%
DWG
927
Darden Wealth Group
Michigan
$290K 2,752 +2,752 New
JFG
928
JMG Financial Group
Illinois
$289K 2,748 +2,748 New
SWM
929
Sterling Wealth Management
Illinois
$289K 2,744 +2,744 New
GPA
930
Garrison Point Advisors
California
$288K 2,741 – –
IAIM
931
International Assets Investment Management
Florida
$288K 2,737 -143 -5%
LFA
932
Level Financial Advisors
New York
$288K 2,733 – –
VFIC
933
Valley Forge Investment Consultants
Pennsylvania
$286K 2,716 -280 -9%
DWM
934
Drive Wealth Management
Utah
$286K 2,716 -36 -1%
LOPW
935
Live Oak Private Wealth
North Carolina
$285K 2,707 – –
PA
936
PFW Advisors
Georgia
$284K 2,699 – –
TPCW
937
TD Private Client Wealth
New York
$283K 2,692 -656 -20%
TW
938
Traveka Wealth
California
$283K 2,687 +2,687 New
AT
939
American Trust
Kentucky
$283K 2,686 -5,653 -68%
OBWG
940
Onyx Bridge Wealth Group
New York
$280K 2,664 +4 +0.2%
LJAC
941
L.J. Altfest & Co
New York
$279K 2,649 +41 +2%
BA
942
Bridge Advisory
California
$278K 2,644 -823 -24%
FTDI
943
First Trust Direct Indexing
Massachusetts
$277K 2,636 +2,636 New
MCWS
944
McKinley Carter Wealth Services
West Virginia
$277K 2,634 – –
BFM
945
Boston Financial Management
Massachusetts
$277K 2,628 – –
Prudential Financial
946
Prudential Financial
New Jersey
$275K 2,617 -1,535 -37%
DWA
947
Douglass Winthrop Advisors
New York
$274K 2,605 – –
IIM
948
InTrack Investment Management
Vermont
$274K 2,600 – –
H
949
HoyleCohen
California
$272K 2,586 -217 -8%
UFA
950
US Financial Advisors
Massachusetts
$269K 2,559 -207 -7%
36 37
38
39 40