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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 %
AIM
76
Allen Investment Management
New York
$52.1M 495,326 +640 +0.1%
CAM
77
Cresset Asset Management
Illinois
$51.5M 489,280 +15,423 +3%
PCIG
78
Partners Capital Investment Group
Massachusetts
$51.1M 485,460 +159,475 +49%
SSCM
79
Spectrum Strategic Capital Management
Oregon
$49.8M 473,307 +473,307 New
Truist Financial
80
Truist Financial
North Carolina
$49.6M 470,938 +6,857 +1%
SIM
81
Stratos Investment Management
Ohio
$48.6M 462,148 +19,803 +4%
JA
82
JVL Associates
Michigan
$48.1M 457,338 -10,712 -2%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$48M 455,917 -5,334 -1%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$47.9M 455,361 -8,963 -2%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$47M 446,682 +17,842 +4%
TPWA
86
TRUE Private Wealth Advisors
Oregon
$44.3M 421,451 +33,167 +9%
VFPW
87
Vantage Financial Partners (Wisconsin)
Wisconsin
$43.6M 414,327 -36,062 -8%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$42.3M 401,881 +80,804 +25%
PFA
89
Pure Financial Advisors
California
$41.1M 390,703 -12,798 -3%
EH
90
Equitable Holdings
New York
$41.1M 390,441 -37,244 -9%
RCAG
91
Rehmann Capital Advisory Group
Michigan
$41.1M 390,170 +17,088 +5%
William Blair & Company
92
William Blair & Company
Illinois
$40.8M 387,490 +40,016 +12%
SW
93
SVB Wealth
Massachusetts
$40.5M 384,526 -472,492 -55%
MWM
94
Mission Wealth Management
California
$40.4M 383,926 -14,534 -4%
GWM
95
Geneos Wealth Management
Colorado
$38.4M 364,521 -2,664 -0.7%
CAG
96
Crestwood Advisors Group
Massachusetts
$37.8M 358,839 +1,185 +0.3%
TI
97
Truepoint Inc
Ohio
$37.1M 352,293 -11,537 -3%
KAS
98
Kestra Advisory Services
Texas
$37.1M 352,212 +7,522 +2%
SWIM
99
Smallwood Wealth Investment Management
New Jersey
$36.3M 344,589 +8,301 +2%
WCWM
100
Wooster Corthell Wealth Management
Connecticut
$36M 342,535 -2,628 -0.8%
2 3
4
5 6