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

1,050 hedge funds and large institutions have $24.3B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 368 increasing their positions, 412 reducing their positions, and 58 closing their positions.

Holders
1,050
Holders Change
-13
Holders Change %
-1.22%
% of All Funds
16.81%
Holding in Top 10
133
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.64%
% of All Funds
2.13%
New
78
Increased
368
Reduced
412
Closed
58
Calls
$11.8M
Puts
$2.3M
Net Calls
+$9.5M
Net Calls Change
+$293K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$255M
2
Cerity Partners
2
Cerity Partners
New York
$162M
3
Stifel Financial
3
Stifel Financial
Missouri
$267M
4
CS
4
Cisco Systems
California
$319M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$40.8M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
BlackRock
2
BlackRock
New York
$3.61B
3
SWM
3
SigFig Wealth Management
California
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.42B
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
1051
Ruedi Wealth Management
Illinois
$105 1 – –
SWM
1052
SigFig Wealth Management
California
– – -3,677,355 Closed
APCM
1053
Alaska Permanent Capital Management
Alaska
– – -228,685 Closed
SFI
1054
SPC Financial Inc
Maryland
– – -197,216 Closed
AFS
1055
Aft Forsyth & Sober
Florida
– – -151,455 Closed
CFO
1056
Custos Family Office
Texas
– – -56,613 Closed
ACA
1057
Ackerman Capital Advisors
Texas
– – -42,833 Closed
VPIM
1058
Vanguard Personalized Indexing Management
California
– – -21,823 Closed
BOSSRA
1059
B.O.S.S. Retirement Advisors
Utah
– – -14,040 Closed
SG
1060
StoneX Group
New York
– – -12,078 Closed
BRIM
1061
Broad Run Investment Management
Virginia
– – -11,369 Closed
AWC
1062
Abundance Wealth Counselors
Pennsylvania
– – -9,350 Closed
PAS
1063
Park Avenue Securities
New York
– – -8,405 Closed
BFS
1064
Bradley Foster & Sargent
Connecticut
– – -8,002 Closed
CG
1065
Cutler Group
California
– – -7,806 Closed
RTL
1066
Red Tortoise LLC
Georgia
– – -7,744 Closed
CWA
1067
Continuum Wealth Advisors
New York
– – -7,636 Closed
AWA
1068
Arete Wealth Advisors
Illinois
– – -6,999 Closed
LL
1069
LWMG LLC
Minnesota
– – -6,319 Closed
EWA
1070
Exencial Wealth Advisors
Oklahoma
– – -5,501 Closed
SSWM
1071
Smith Salley Wealth Management
North Carolina
– – -5,279 Closed
JSL
1072
JT Stratford LLC
Georgia
– – -4,437 Closed
AQR Capital Management
1073
AQR Capital Management
Connecticut
– – -4,249 Closed
MWPCG
1074
Measured Wealth Private Client Group
New Hampshire
– – -4,199 Closed
HT
1075
Headlands Technologies
Illinois
– – -4,175 Closed
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