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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 %
SWM
126
Sendero Wealth Management
Texas
$22.8M 232,699 +232,699 New
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$22.5M 231,111 -11,831 -5%
Goldman Sachs
128
Goldman Sachs
New York
$22.2M 227,010 -6,629 -3%
SFO
129
Stokes Family Office
Louisiana
$21.8M 222,492 -621 -0.3%
CG
130
Colony Group
Massachusetts
$21.6M 220,346 -1,968 -0.9%
KFGK
131
Keystone Financial Group (Kentucky)
Kentucky
$21.3M 217,544 +217,544 New
APCM
132
Alaska Permanent Capital Management
Alaska
$21.1M 215,986 +215,986 New
ASW
133
Astoria Strategic Wealth
Texas
$21M 214,810 +6,127 +3%
HFS
134
Heritage Financial Services
Massachusetts
$20.8M 212,227 +2,383 +1%
PFO
135
Pathstone Family Office
New Jersey
$20.7M 211,883 -10,221 -5%
IAA
136
Ironsides Asset Advisors
North Carolina
$20.2M 206,766 -10,228 -5%
CA
137
Cetera Advisors
Colorado
$20.2M 205,962 +3,095 +2%
WC
138
Whitney & Co
New York
$20.1M 205,885 +5,427 +3%
RPWA
139
Regent Peak Wealth Advisors
Georgia
$19.5M 198,918 -10,449 -5%
BFWA
140
Benchmark Financial Wealth Advisors
Florida
$19.4M 198,158 +2,992 +2%
PWA
141
Physician Wealth Advisors
Utah
$19.2M 196,191 +316 +0.2%
TWM
142
Tolleson Wealth Management
Texas
$19.1M 194,723 -3,505 -2%
KCM
143
KM Capital Management
Texas
$19M 194,213 +71,999 +59%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$18.4M 187,836 +156,212 +494%
CFA
145
Capstone Financial Advisors
Illinois
$18.3M 186,664 -18,709 -9%
Citadel Advisors
146
Citadel Advisors
Florida
$17.7M 181,217 +181,217 New
FPGK
147
Financial Partners Group (Kansas)
Kansas
$17.6M 178,319 -5,197 -3%
LGWM
148
Litman Gregory Wealth Management
California
$16.6M 170,157 +80,346 +89%
IA
149
IFP Advisors
Florida
$16.6M 169,338 -193,056 -53%
AC
150
Allstate Corporation
Illinois
$16.5M 169,106 – –
4 5
6
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