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

1,071 hedge funds and large institutions have $27B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 378 increasing their positions, 411 reducing their positions, and 39 closing their positions.

Holders
1,071
Holders Change
+21
Holders Change %
+2%
% of All Funds
16.9%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
2.24%
New
66
Increased
378
Reduced
411
Closed
39
Calls
$14.7M
Puts
$1.04M
Net Calls
+$13.6M
Net Calls Change
+$4.15M

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$359M
2
RCG
2
Rock Creek Group
District of Columbia
$156M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$349M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$157M
5
Cerity Partners
5
Cerity Partners
New York
$223M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$139M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$1.45B
3
Wells Fargo
3
Wells Fargo
California
$4.69B
4
Betterment LLC
4
Betterment LLC
New York
$1.31B
5
CAM
5
Cresset Asset Management
Illinois
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
101
Valmark Advisers
Ohio
$32.2M 328,912 -20,692 -6%
SWIM
102
Smallwood Wealth Investment Management
New Jersey
$32.1M 328,266 -5,696 -2%
CI
103
Cigna Investments
Connecticut
$31.8M 324,787 -30,245 -9%
NAS
104
Nicolet Advisory Services
Wisconsin
$30.8M 317,931 -17,609 -5%
CAL
105
Capital Analysts LLC
Pennsylvania
$30.7M 313,383 +199 +0.1%
1WM
106
1900 Wealth Management
Texas
$30.6M 312,382 +22,067 +8%
SPIA
107
Strategic Point Investment Advisors
Rhode Island
$30.5M 311,418 -23,772 -7%
BCM
108
Brookstone Capital Management
Illinois
$29.3M 303,235 -2,733 -0.9%
Kovitz Investment Group Partners
109
Kovitz Investment Group Partners
Illinois
$28.8M 294,553 +65,290 +28%
KAS
110
Kestra Advisory Services
Texas
$28.8M 294,550 -12,953 -4%
PAG
111
Private Advisor Group
New Jersey
$28.6M 288,099 -6,704 -2%
BPA
112
Beacon Pointe Advisors
California
$27.7M 283,183 +44,871 +19%
OIM
113
Opus Investment Management
Massachusetts
$27.5M 281,030 +1,690 +0.6%
CG
114
Caprock Group
Idaho
$26.9M 275,010 -8,738 -3%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$26.7M 272,805 -59,233 -18%
PAMG
116
Patton Albertson Miller Group
Tennessee
$26.2M 268,243 -87,135 -25%
IWC
117
Integrated Wealth Concepts
Massachusetts
$26M 266,030 +6,021 +2%
PPC
118
Park Place Capital
Alabama
$26M 265,631 -24,975 -9%
BAG
119
Briggs Advisory Group
Rhode Island
$25.9M 265,136 +16,441 +7%
BBA
120
BLB&B Advisors
Pennsylvania
$25.9M 264,302 +10,922 +4%
EIA
121
Eldridge Investment Advisors
New Hampshire
$25.6M 261,554 +11,613 +5%
Corient Private Wealth
122
Corient Private Wealth
Florida
$24M 244,992 +21,832 +10%
Lido Advisors
123
Lido Advisors
California
$23.4M 238,693 +28,860 +14%
CQS
124
Credential Qtrade Securities
$23.1M 236,609 +24,412 +12%
RIA
125
Regal Investment Advisors
Michigan
$22.9M 233,596 -480 -0.2%
3 4
5
6 7