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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 %
Lido Advisors
126
Lido Advisors
California
$23.9M 253,842 +15,149 +6%
CQS
127
Credential Qtrade Securities
$23.9M 253,442 +16,833 +7%
OIM
128
Opus Investment Management
Massachusetts
$23M 243,880 -37,150 -13%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$22.2M 235,046 +3,935 +2%
SWM
130
Sendero Wealth Management
Texas
$22M 233,798 +1,099 +0.5%
RIA
131
Regal Investment Advisors
Michigan
$21.9M 232,672 -924 -0.4%
LPT
132
Legacy Private Trust
Wisconsin
$21.8M 231,622 -195,326 -46%
Goldman Sachs
133
Goldman Sachs
New York
$21.5M 228,526 +1,516 +0.7%
SFO
134
Stokes Family Office
Louisiana
$21.1M 224,241 +1,749 +0.8%
KFGK
135
Keystone Financial Group (Kentucky)
Kentucky
$20.8M 220,314 +2,770 +1%
PFO
136
Pathstone Family Office
New Jersey
$20.7M 220,064 +8,181 +4%
CG
137
Colony Group
Massachusetts
$20.5M 217,606 -2,740 -1%
APCM
138
Alaska Permanent Capital Management
Alaska
$20.3M 215,660 -326 -0.2%
CAN
139
Cetera Advisor Networks
California
$20.2M 214,327 +82,400 +62%
CA
140
Cetera Advisors
Colorado
$19.7M 209,031 +3,069 +1%
WC
141
Whitney & Co
New York
$19.6M 208,594 +2,709 +1%
IAA
142
Ironsides Asset Advisors
North Carolina
$19.5M 206,766 – –
HFS
143
Heritage Financial Services
Massachusetts
$19.5M 206,584 -5,643 -3%
RPWA
144
Regent Peak Wealth Advisors
Georgia
$19.1M 203,005 +4,087 +2%
ASW
145
Astoria Strategic Wealth
Texas
$19M 202,151 -12,659 -6%
BFWA
146
Benchmark Financial Wealth Advisors
Florida
$18.8M 200,013 +1,855 +0.9%
PWA
147
Physician Wealth Advisors
Utah
$18.3M 192,826 -3,365 -2%
KCM
148
KM Capital Management
Texas
$17.9M 190,130 -4,083 -2%
FPGK
149
Financial Partners Group (Kansas)
Kansas
$17M 178,941 +622 +0.3%
CFA
150
Capstone Financial Advisors
Illinois
$16.7M 177,721 -8,943 -5%
4 5
6
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