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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 %
SWIM
101
Smallwood Wealth Investment Management
New Jersey
$31.7M 336,288 +8,022 +2%
PCIG
102
Partners Capital Investment Group
Massachusetts
$30.7M 325,985 -86,700 -21%
CI
103
Cigna Investments
Connecticut
$30.6M 324,787 – –
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$30.2M 321,077 -112,135 -26%
VA
105
Valmark Advisers
Ohio
$29.9M 317,144 -11,768 -4%
SPIA
106
Strategic Point Investment Advisors
Rhode Island
$29.6M 314,647 +3,229 +1%
NAS
107
Nicolet Advisory Services
Wisconsin
$29.2M 312,694 -5,237 -2%
CAL
108
Capital Analysts LLC
Pennsylvania
$28.9M 306,995 -6,388 -2%
BPA
109
Beacon Pointe Advisors
California
$28.1M 298,060 +14,877 +5%
PAG
110
Private Advisor Group
New Jersey
$28M 297,069 +8,970 +3%
TWM
111
Tolleson Wealth Management
Texas
$27.3M 288,652 +93,929 +48%
BWM
112
BCGM Wealth Management
Indiana
$27M 286,351 +286,351 New
BBA
113
BLB&B Advisors
Pennsylvania
$26.8M 284,810 +20,508 +8%
BCM
114
Brookstone Capital Management
Illinois
$26.8M 286,158 -17,077 -6%
EIA
115
Eldridge Investment Advisors
New Hampshire
$26.4M 280,764 +19,210 +7%
Kovitz Investment Group Partners
116
Kovitz Investment Group Partners
Illinois
$26.3M 279,278 -15,275 -5%
US Bancorp
117
US Bancorp
Minnesota
$26.2M 278,341 -88,378 -24%
BAG
118
Briggs Advisory Group
Rhode Island
$26M 276,498 +11,362 +4%
CG
119
Caprock Group
Idaho
$25.8M 273,131 -1,879 -0.7%
IWC
120
Integrated Wealth Concepts
Massachusetts
$25.6M 271,733 +5,703 +2%
RCS
121
Retirement Capital Strategies
California
$25.2M 267,409 +267,409 New
PPC
122
Park Place Capital
Alabama
$25M 265,631 – –
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$25M 265,327 -7,478 -3%
Corient Private Wealth
124
Corient Private Wealth
Florida
$24M 255,150 +10,158 +4%
PAMG
125
Patton Albertson Miller Group
Tennessee
$24M 254,838 -13,405 -5%
3 4
5
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