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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 %
DC
1101
Davenport & Co
Virginia
– – -2,485 Closed
MSS
1102
Mitchell Sinkler & Starr
Pennsylvania
– – -2,345 Closed
PJSIMP
1103
P.J. Schmidt Investment Management (PJS)
Wisconsin
– – -2,264 Closed
LRWA
1104
Long Run Wealth Advisors
New York
– – -2,182 Closed
BB
1105
Bell Bank
North Dakota
– – -2,139 Closed
LA
1106
Latitude Advisors
Florida
– – -2,111 Closed
BA
1107
Bellwether Advisors
Nebraska
– – -2,100 Closed
FVWA
1108
Foster Victor Wealth Advisors
South Carolina
– – -2,095 Closed
IAIM
1109
Industrial Alliance Investment Management
Quebec, Canada
– – -1,454 Closed
BA
1110
Bristlecone Advisors
Washington
– – -1,195 Closed
DI
1111
Disciplined Investments
Oklahoma
– – -792 Closed
SF
1112
Safeguard Financial
Wisconsin
– – -564 Closed
VC
1113
Vestor Capital
Illinois
– – -430 Closed
IGWM
1114
ICA Group Wealth Management
Colorado
– – -425 Closed
FCG
1115
Financial Connections Group
California
– – -392 Closed
MIH
1116
Meitav Investment House
Israel
– – -310 Closed
BEI
1117
Benjamin Edwards Inc
Missouri
– – -114 Closed
PWM
1118
Provident Wealth Management
Tennessee
– – -92 Closed
CCM
1119
Chilton Capital Management
Texas
– – -80 Closed
CAS
1120
Coppell Advisory Solutions
Texas
– – -65 Closed
AIA
1121
Arcadia Investment Advisors
Idaho
– – -57 Closed
TFP
1122
Tilia Fiduciary Partners
North Carolina
– – -51 Closed
FWM
1123
Focused Wealth Management
New York
– – -48 Closed
BHWM
1124
Beaird Harris Wealth Management
Texas
– – -29 Closed
GT
1125
Glenmede Trust
Pennsylvania
– – -25 Closed
42 43 44
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