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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 %
PFO
126
Pathstone Family Office
New Jersey
$20.1M 222,104 -222,088 -50%
IAA
127
Ironsides Asset Advisors
North Carolina
$19.6M 216,994 – –
CQS
128
Credential Qtrade Securities
$19.2M 212,197 +26,647 +14%
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$19.1M 210,735 +9,910 +5%
HFS
130
Heritage Financial Services
Massachusetts
$19M 209,844 +6,954 +3%
Lido Advisors
131
Lido Advisors
California
$19M 209,833 -13,906 -6%
RPWA
132
Regent Peak Wealth Advisors
Georgia
$19M 209,367 -63,658 -23%
ASW
133
Astoria Strategic Wealth
Texas
$18.9M 208,683 -1,954 -0.9%
CFA
134
Capstone Financial Advisors
Illinois
$18.6M 205,373 +589 +0.3%
CA
135
Cetera Advisors
Colorado
$18.4M 202,867 -12,604 -6%
WC
136
Whitney & Co
New York
$18.2M 200,458 +8,312 +4%
TWM
137
Tolleson Wealth Management
Texas
$18M 198,228 +14,774 +8%
PWA
138
Physician Wealth Advisors
Utah
$17.9M 195,875 -6,693 -3%
BFWA
139
Benchmark Financial Wealth Advisors
Florida
$17.7M 195,166 +2,070 +1%
US Bancorp
140
US Bancorp
Minnesota
$16.7M 184,952 -14,839 -7%
FPGK
141
Financial Partners Group (Kansas)
Kansas
$16.6M 183,516 -3,890 -2%
FFA
142
First Foundation Advisors
California
$15.4M 169,902 +34,215 +25%
Bank of New York Mellon
143
Bank of New York Mellon
New York
$15.3M 169,113 -5,948 -3%
AC
144
Allstate Corporation
Illinois
$15.3M 169,106 -718,505 -81%
SM
145
Sweeney & Michel
California
$15.3M 161,720 +161,720 New
SPC
146
Sigma Planning Corp
Michigan
$15.1M 167,255 -8,692 -5%
CCWA
147
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15M 166,116 -7,889 -5%
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$14.7M 161,884 -64,362 -28%
ASN
149
Advisory Services Network
Georgia
$14.4M 159,417 -19,029 -11%
TIM
150
Tortoise Investment Management
New York
$14.1M 155,751 -3,091 -2%
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