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

1,050 hedge funds and large institutions have $24.3B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 368 increasing their positions, 412 reducing their positions, and 58 closing their positions.

Holders
1,050
Holders Change
-13
Holders Change %
-1.22%
% of All Funds
16.81%
Holding in Top 10
133
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.64%
% of All Funds
2.13%
New
78
Increased
368
Reduced
412
Closed
58
Calls
$11.8M
Puts
$2.3M
Net Calls
+$9.5M
Net Calls Change
+$293K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$255M
2
Cerity Partners
2
Cerity Partners
New York
$162M
3
Stifel Financial
3
Stifel Financial
Missouri
$267M
4
CS
4
Cisco Systems
California
$319M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$40.8M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
BlackRock
2
BlackRock
New York
$3.61B
3
SWM
3
SigFig Wealth Management
California
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.42B
Name Market Value Shares Shares
Change 		Shares
Change %
FMWA
76
Forvis Mazars Wealth Advisors
Missouri
$38.8M 428,869 -25,306 -6%
SIM
77
Stratos Investment Management
Ohio
$38.1M 421,279 +39,405 +10%
MWM
78
Mission Wealth Management
California
$38.1M 420,608 -4,359 -1%
PFA
79
Pure Financial Advisors
California
$38.1M 420,422 -9,878 -2%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$38M 419,531 -445,160 -51%
OH
81
Oikos Holdings
New York
$37.5M 414,666 +305,600 +280%
LPT
82
Legacy Private Trust
Wisconsin
$36.7M 405,019 -191,543 -32%
EH
83
Equitable Holdings
New York
$36.5M 402,695 +28,302 +8%
UCFA
84
United Capital Financial Advisors
Texas
$36.1M 398,716 -89,544 -18%
FWI
85
Facet Wealth Inc
Maryland
$35.3M 389,525 +3,267 +0.8%
CA
86
Claar Advisors
New York
$34.3M 379,050 +1,000 +0.3%
GWM
87
Geneos Wealth Management
Colorado
$33.8M 373,597 +5,194 +1%
TI
88
Truepoint Inc
Ohio
$33.4M 368,375 -4,168 -1%
RCAG
89
Rehmann Capital Advisory Group
Michigan
$33M 364,411 +2,171 +0.6%
PAMG
90
Patton Albertson Miller Group
Tennessee
$32.2M 355,378 -56,307 -14%
CI
91
Cigna Investments
Connecticut
$32.1M 355,032 – –
WCWM
92
Wooster Corthell Wealth Management
Connecticut
$31.7M 350,187 +2,771 +0.8%
VA
93
Valmark Advisers
Ohio
$31.7M 349,604 -4,488 -1%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$31.1M 343,964 -45,814 -12%
William Blair & Company
95
William Blair & Company
Illinois
$30.6M 337,984 +378 +0.1%
SPIA
96
Strategic Point Investment Advisors
Rhode Island
$30.4M 335,190 +1,471 +0.4%
NAS
97
Nicolet Advisory Services
Wisconsin
$30.2M 335,540 -4,159 -1%
SWIM
98
Smallwood Wealth Investment Management
New Jersey
$30.2M 333,962 +2,024 +0.6%
EWM
99
Executive Wealth Management
Michigan
$30.2M 333,097 -22,200 -6%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$30.1M 332,038 -160,088 -33%
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4
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