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

1,071 hedge funds and large institutions have $27B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 378 increasing their positions, 411 reducing their positions, and 39 closing their positions.

Holders
1,071
Holders Change
+21
Holders Change %
+2%
% of All Funds
16.9%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
2.24%
New
66
Increased
378
Reduced
411
Closed
39
Calls
$14.7M
Puts
$1.04M
Net Calls
+$13.6M
Net Calls Change
+$4.15M

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$359M
2
RCG
2
Rock Creek Group
District of Columbia
$156M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$349M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$157M
5
Cerity Partners
5
Cerity Partners
New York
$223M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$139M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$1.45B
3
Wells Fargo
3
Wells Fargo
California
$4.69B
4
Betterment LLC
4
Betterment LLC
New York
$1.31B
5
CAM
5
Cresset Asset Management
Illinois
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$42.4M 433,212 +143,297 +49%
OPS
77
Orion Portfolio Solutions
Nebraska
$42M 429,326 -20,965 -5%
BCI
78
Brinker Capital Investments
Pennsylvania
$42M 429,326 -20,965 -5%
LPT
79
Legacy Private Trust
Wisconsin
$41.8M 426,948 +21,929 +5%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$41.7M 426,592 +7,061 +2%
FMWA
81
Forvis Mazars Wealth Advisors
Missouri
$41.5M 424,478 -4,391 -1%
KWM
82
Kingsview Wealth Management
Oregon
$41.4M 423,287 -7,382 -2%
OH
83
Oikos Holdings
New York
$40.6M 414,666 – –
PFA
84
Pure Financial Advisors
California
$40.4M 413,425 -6,997 -2%
PCIG
85
Partners Capital Investment Group
Massachusetts
$40.4M 412,685 +179,594 +77%
MWM
86
Mission Wealth Management
California
$40.3M 412,249 -8,359 -2%
EH
87
Equitable Holdings
New York
$40M 408,321 +5,626 +1%
TPWA
88
TRUE Private Wealth Advisors
Oregon
$39.7M 405,894 -111,479 -22%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$39.2M 400,759 -39,941 -9%
CA
90
Claar Advisors
New York
$37.1M 379,550 +500 +0.1%
GWM
91
Geneos Wealth Management
Colorado
$36.5M 373,507 -90 -0%
FWI
92
Facet Wealth Inc
Maryland
$36.4M 365,427 -24,098 -6%
William Blair & Company
93
William Blair & Company
Illinois
$36M 367,943 +29,959 +9%
US Bancorp
94
US Bancorp
Minnesota
$35.9M 366,719 +181,767 +98%
UCFA
95
United Capital Financial Advisors
Texas
$35.8M 365,675 -33,041 -8%
TI
96
Truepoint Inc
Ohio
$35.8M 365,435 -2,940 -0.8%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$35.4M 362,297 -2,114 -0.6%
WCWM
98
Wooster Corthell Wealth Management
Connecticut
$34.3M 350,915 +728 +0.2%
CAG
99
Crestwood Advisors Group
Massachusetts
$34.1M 348,570 +86,004 +33%
TLIC
100
Taiyo Life Insurance Company
Japan
$32.4M 331,000 – –
2 3
4
5 6