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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 %
PAMG
126
Patton Albertson Miller Group
Tennessee
$25.8M 244,903 -9,935 -4%
UCFA
127
United Capital Financial Advisors
Texas
$25.2M 239,673 -112,174 -32%
DWA
128
Delap Wealth Advisory
Oregon
$25M 237,649 +120,416 +103%
CAN
129
Cetera Advisor Networks
California
$24.7M 235,006 +20,679 +10%
SWM
130
Sendero Wealth Management
Texas
$24.7M 234,852 +1,054 +0.5%
LFA
131
Legacy Financial Advisors
Kentucky
$24.7M 234,369 -408,168 -64%
LPT
132
Legacy Private Trust
Wisconsin
$24.5M 232,867 +1,245 +0.5%
CA
133
Cetera Advisors
Colorado
$24.4M 232,080 +23,049 +11%
BPA
134
Beacon Pointe Advisors
California
$24.3M 231,057 -67,003 -22%
Focus Partners Wealth
135
Focus Partners Wealth
Massachusetts
$24M 227,766 +227,766 New
1WM
136
1900 Wealth Management
Texas
$23.1M 219,167 -146,052 -40%
DL
137
DOHJ LLC
Washington
$22.9M 217,923 +56,831 +35%
MIM
138
Monashee Investment Management
Massachusetts
$22.8M 216,860 +216,860 New
APCM
139
Alaska Permanent Capital Management
Alaska
$22.2M 211,041 -4,619 -2%
WC
140
Whitney & Co
New York
$21.9M 208,092 -502 -0.2%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$21.8M 206,990 +97,030 +88%
ASW
142
Astoria Strategic Wealth
Texas
$20.8M 197,952 -4,199 -2%
RIA
143
Regal Investment Advisors
Michigan
$20.8M 197,280 -35,392 -15%
BFWA
144
Benchmark Financial Wealth Advisors
Florida
$20.7M 196,833 -3,180 -2%
HFS
145
Heritage Financial Services
Massachusetts
$20.3M 193,334 -13,250 -6%
DW
146
Durante & Waters
New York
$20.1M 190,879 +190,879 New
JWM
147
JGP Wealth Management
Oregon
$20M 189,717 +62,610 +49%
IAA
148
Ironsides Asset Advisors
North Carolina
$19.7M 187,362 -19,404 -9%
CG
149
Cynosure Group
Utah
$19.5M 179,996 +25,088 +16%
PWA
150
Physician Wealth Advisors
Utah
$19.5M 182,776 -10,050 -5%
4 5
6
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