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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 %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$43.7M 464,324 +430,268 +1,263%
Truist Financial
77
Truist Financial
North Carolina
$43.7M 464,081 +8,038 +2%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$43.4M 461,251 -18,697 -4%
VFPW
79
Vantage Financial Partners (Wisconsin)
Wisconsin
$42.4M 450,389 -44,677 -9%
SIM
80
Stratos Investment Management
Ohio
$41.7M 442,345 +8,906 +2%
CA
81
Claar Advisors
New York
$41.1M 436,365 +56,815 +15%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$40.4M 428,840 +2,248 +0.5%
EH
83
Equitable Holdings
New York
$40.3M 427,685 +19,364 +5%
PFA
84
Pure Financial Advisors
California
$38M 403,501 -9,924 -2%
MWM
85
Mission Wealth Management
California
$37.5M 398,460 -13,789 -3%
TPWA
86
TRUE Private Wealth Advisors
Oregon
$36.6M 388,284 -17,610 -4%
EWM
87
Executive Wealth Management
Michigan
$36.5M 387,022 -148,928 -28%
RCAG
88
Rehmann Capital Advisory Group
Michigan
$35.1M 373,082 +10,785 +3%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$34.9M 370,257 -30,502 -8%
GWM
90
Geneos Wealth Management
Colorado
$34.6M 367,185 -6,322 -2%
1WM
91
1900 Wealth Management
Texas
$34.4M 365,219 +52,837 +17%
TI
92
Truepoint Inc
Ohio
$34.3M 363,830 -1,605 -0.4%
CAG
93
Crestwood Advisors Group
Massachusetts
$33.7M 357,654 +9,084 +3%
BCI
94
Brinker Capital Investments
Pennsylvania
$33.2M 352,380 -76,946 -18%
OPS
95
Orion Portfolio Solutions
Nebraska
$33.2M 352,380 -76,946 -18%
UCFA
96
United Capital Financial Advisors
Texas
$33.1M 351,847 -13,828 -4%
William Blair & Company
97
William Blair & Company
Illinois
$32.7M 347,474 -20,469 -6%
WCWM
98
Wooster Corthell Wealth Management
Connecticut
$32.5M 345,163 -5,752 -2%
KAS
99
Kestra Advisory Services
Texas
$32.5M 344,690 +50,140 +17%
OH
100
Oikos Holdings
New York
$32.4M 343,466 -71,200 -17%
2 3
4
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