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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
BlackRock
2
BlackRock
New York
$4.4B
3
MFIM
3
Mesirow Financial Investment Management
Illinois
$96.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$453M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$273M

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 %
FFM
976
Forum Financial Management
Illinois
$242K 2,304 +11 +0.5%
PWP
977
Pursue Wealth Partners
California
$242K 2,300 – –
PMG
978
ProVise Management Group
Florida
$242K 2,295 +2,295 New
CFD
979
Creative Financial Designs
Indiana
$241K 2,295 +121 +6%
AT
980
Arlington Trust
Alabama
$241K 2,293 +2,293 New
SL
981
SWMG LLC
Texas
$239K 2,267 +2,267 New
SFA
982
Semmax Financial Advisors
North Carolina
$238K 2,193 – –
Optiver Holding
983
Optiver Holding
Netherlands
$238K 2,262 +2,262 New
BFO
984
Boston Family Office
Massachusetts
$237K 2,250 – –
CRWM
985
Castle Rock Wealth Management
California
$235K 2,275 +140 +7%
TCM
986
Traynor Capital Management
Pennsylvania
$235K 2,229 +2,229 New
GWS
987
Glassman Wealth Services
Virginia
$234K 2,228 – –
4WM
988
4J Wealth Management
Virginia
$234K 2,226 -110 -5%
RG
989
Rathbones Group
United Kingdom
$233K 2,213 – –
EWM
990
Evercore Wealth Management
New York
$233K 2,210 – –
NA
991
Nottingham Advisors
New York
$231K 2,199 +35 +2%
HWP
992
Hibernia Wealth Partners
Louisiana
$231K 2,194 -95 -4%
CIC
993
Carnegie Investment Counsel
Ohio
$229K 2,175 – –
MCM
994
Mattern Capital Management
Colorado
$228K 2,168 – –
WCM
995
Weaver Capital Management
Georgia
$227K 2,156 +2,156 New
CBA
996
Coastal Bridge Advisors
Connecticut
$227K 2,155 – –
TPW
997
Transatlantique Private Wealth
New York
$226K 2,152 – –
LA
998
Latitude Advisors
Florida
$225K 2,140 +2,140 New
TYCC
999
Texas Yale Capital Corp
Florida
$225K 2,135 +1 +0%
GC
1000
Grimes & Company
Massachusetts
$224K 2,131 -330 -13%
38 39
40
41 42