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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 %
SSWM
1001
Smith Salley Wealth Management
North Carolina
$224K 2,125 +2,125 New
MC
1002
Moors & Cabot
Massachusetts
$223K 2,121 +2,121 New
RMAM
1003
Raab & Moskowitz Asset Management
New Jersey
$223K 2,117 +2,117 New
SW
1004
SkyOak Wealth
Michigan
$223K 2,116 +2,116 New
BA
1005
Bellwether Advisors
Nebraska
$221K 2,100 +2,100 New
KCM
1006
Kanawha Capital Management
Virginia
$220K 2,093 +2,093 New
MFG
1007
Magnus Financial Group
New York
$219K 2,082 +2,082 New
USCWA
1008
U.S. Capital Wealth Advisors
Texas
$219K 2,081 +2,081 New
NL
1009
NVWM LLC
Pennsylvania
$218K 2,070 -42 -2%
CTA
1010
Colonial Trust Advisors
South Carolina
$216K 2,056 -150 -7%
PA
1011
Pinnacle Associates
New York
$216K 2,054 -952 -32%
OSNBOA
1012
Old Second National Bank of Aurora
Illinois
$215K 2,047 +209 +11%
SBIA
1013
Sheaff Brock Investment Advisors
Indiana
$214K 2,037 +2,037 New
TCM
1014
Tandem Capital Management
New Jersey
$214K 2,037 +2,037 New
W
1015
WorthPointe
California
$214K 2,034 +2,034 New
LRWA
1016
Long Run Wealth Advisors
New York
$212K 2,019 +2,019 New
PCM
1017
Parsons Capital Management
Rhode Island
$212K 2,010 +2,010 New
HIG
1018
Heritage Investment Group
Florida
$211K 2,006 +2,006 New
BWM
1019
Birchcreek Wealth Management
Ohio
$208K 1,981 -469 -19%
CA
1020
Crumly & Associates
Illinois
$207K 1,965 +1,965 New
VP
1021
Verum Partners
North Carolina
$205K 1,952 +1,952 New
PAIM
1022
Punch & Associates Investment Management
Minnesota
$205K 1,950 – –
CST
1023
Charles Schwab Trust
Nevada
$204K 1,943 +1,943 New
FAM
1024
Flaharty Asset Management
Florida
$203K 1,931 – –
PWM
1025
Praetorian Wealth Management
California
$202K 1,920 +1,920 New
39 40
41
42 43