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

1,063 hedge funds and large institutions have $24.6B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 362 increasing their positions, 368 reducing their positions, and 61 closing their positions.

Holders
1,063
Holders Change
+86
Holders Change %
+8.8%
% of All Funds
17.15%
Holding in Top 10
144
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+11.63%
% of All Funds
2.32%
New
173
Increased
362
Reduced
368
Closed
61
Calls
$14.2M
Puts
$4.97M
Net Calls
+$9.21M
Net Calls Change
+$167K

Top Buyers

1
AOI
1
Auto-Owners Insurance
Michigan
$221M
2
PCA
2
Personal Capital Advisors
California
$300M
3
Betterment LLC
3
Betterment LLC
New York
$1.15B
4
AWA
4
Arete Wealth Advisors
Illinois
$594M
5
AIM
5
Allstate Investment Management
Illinois
$75.3M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
BlackRock
2
BlackRock
New York
$3.76B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$126M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$324M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.41B
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$41.4M 488,260 +67,136 +16%
FMWA
77
Forvis Mazars Wealth Advisors
Missouri
$38.5M 454,175 +74,500 +20%
VFPW
78
Vantage Financial Partners (Wisconsin)
Wisconsin
$38.5M 453,539 +54,383 +14%
Truist Financial
79
Truist Financial
North Carolina
$38.3M 451,781 +36,393 +9%
SQA
80
Simon Quick Advisors
New Jersey
$37.8M 445,682 +1,336 +0.3%
PFA
81
Pure Financial Advisors
California
$36.5M 430,300 +1,589 +0.4%
MWM
82
Mission Wealth Management
California
$36M 424,967 +6,126 +1%
KWM
83
Kingsview Wealth Management
Oregon
$35.7M 421,054 +8,345 +2%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$35.2M 414,937 +147,217 +55%
FWI
85
Facet Wealth Inc
Maryland
$35.1M 386,258 +258,904 +203%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$35M 412,572 -6,332 -2%
PAMG
87
Patton Albertson Miller Group
Tennessee
$34.9M 411,685 -14,113 -3%
TLFA
88
True Link Financial Advisors
California
$34.4M 405,572 +42,549 +12%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$33.1M 389,778 +26,955 +7%
SIM
90
Stratos Investment Management
Ohio
$32.4M 381,874 -9,033 -2%
CA
91
Claar Advisors
New York
$32.1M 378,050 +114,050 +43%
EH
92
Equitable Holdings
New York
$31.7M 374,393 +49,891 +15%
TI
93
Truepoint Inc
Ohio
$31.6M 372,543 -9,623 -3%
GWM
94
Geneos Wealth Management
Colorado
$31.2M 368,403 +11,366 +3%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$30.7M 362,240 -956 -0.3%
EWM
96
Executive Wealth Management
Michigan
$30.1M 355,297 +332,225 +1,440%
CI
97
Cigna Investments
Connecticut
$30.1M 355,032 -40,500 -10%
VA
98
Valmark Advisers
Ohio
$30M 354,092 -13,744 -4%
NAS
99
Nicolet Advisory Services
Wisconsin
$29.8M 339,699 -1,627 -0.5%
WCWM
100
Wooster Corthell Wealth Management
Connecticut
$29.5M 347,416 +1,025 +0.3%
2 3
4
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