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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 %
OPS
101
Orion Portfolio Solutions
Nebraska
$35.2M 336,090 -16,290 -5%
BCI
102
Brinker Capital Investments
Pennsylvania
$35.2M 336,090 -16,290 -5%
OH
103
Oikos Holdings
New York
$35.1M 333,661 -9,805 -3%
PAG
104
Private Advisor Group
New Jersey
$34.4M 326,628 +29,559 +10%
US Bancorp
105
US Bancorp
Minnesota
$34.2M 324,744 +46,403 +17%
TWM
106
Tolleson Wealth Management
Texas
$33.6M 319,314 +30,662 +11%
BBA
107
BLB&B Advisors
Pennsylvania
$33.4M 317,211 +32,401 +11%
FD
108
Financial Designs
California
$33M 313,528 +309,207 +7,156%
SPIA
109
Strategic Point Investment Advisors
Rhode Island
$32.8M 312,044 -2,603 -0.8%
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$32.7M 310,451 +310,451 New
CAL
111
Capital Analysts LLC
Pennsylvania
$32.3M 306,710 -285 -0.1%
VA
112
Valmark Advisers
Ohio
$32.3M 306,702 -10,442 -3%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$31.5M 299,716 +34,389 +13%
EIA
114
Eldridge Investment Advisors
New Hampshire
$30.7M 292,044 +11,280 +4%
CI
115
Cigna Investments
Connecticut
$30.6M 290,812 -33,975 -10%
NAS
116
Nicolet Advisory Services
Wisconsin
$30.3M 292,853 -19,841 -6%
IWC
117
Integrated Wealth Concepts
Massachusetts
$30.2M 286,903 +15,170 +6%
BCM
118
Brookstone Capital Management
Illinois
$29.6M 281,741 -4,417 -2%
Corient Private Wealth
119
Corient Private Wealth
Florida
$29.5M 280,204 +25,054 +10%
BWM
120
BCGM Wealth Management
Indiana
$29.4M 279,515 -6,836 -2%
CG
121
Caprock Group
Idaho
$28.8M 273,704 +573 +0.2%
Kovitz Investment Group Partners
122
Kovitz Investment Group Partners
Illinois
$28.4M 270,287 -8,991 -3%
Lido Advisors
123
Lido Advisors
California
$28.3M 268,605 +14,763 +6%
CQS
124
Credential Qtrade Securities
$27.8M 264,204 +10,762 +4%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$25.9M 245,838 +10,792 +5%
3 4
5
6 7