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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 %
SM
151
Sweeney & Michel
California
$16.2M 162,936 +1,216 +0.8%
Empower Advisory Group
152
Empower Advisory Group
Colorado
$16.1M 164,945 +23,616 +17%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$16M 163,230 -5,883 -3%
Northern Trust
154
Northern Trust
Illinois
$15.9M 163,016 +7,931 +5%
TIM
155
Tortoise Investment Management
New York
$15.9M 162,881 +7,130 +5%
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$15.9M 162,396 -48,339 -23%
AWS
157
Atria Wealth Solutions
New York
$15.8M 161,346 +11,473 +8%
CCWA
158
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.8M 161,111 -5,005 -3%
SWP
159
Stratos Wealth Partners
Ohio
$15.8M 160,996 +74,041 +85%
FFA
160
First Foundation Advisors
California
$15.7M 160,663 -9,239 -5%
ASN
161
Advisory Services Network
Georgia
$15.5M 158,912 -505 -0.3%
AWA
162
Aletheian Wealth Advisors
Washington
$15.2M 154,943 +14,838 +11%
SPC
163
Sigma Planning Corp
Michigan
$15.1M 154,421 -12,834 -8%
DL
164
DOHJ LLC
Washington
$14.9M 152,071 +103,655 +214%
SWM
165
Solano Wealth Management
California
$14.8M 150,790 -4,719 -3%
BJL
166
Brighton Jones LLC
Washington
$14.6M 148,927 -1,312 -0.9%
WAM
167
Weatherly Asset Management
California
$14.6M 148,860 -8 -0%
PS
168
Planned Solutions
California
$14.5M 147,824 +1,286 +0.9%
GG
169
Gleason Group
Kentucky
$14.4M 146,922 -300 -0.2%
AFS
170
Aft Forsyth & Sober
Florida
$14.3M 146,405 +146,405 New
CG
171
Cynosure Group
Utah
$14.2M 144,833 +144,833 New
PL
172
Plancorp LLC
Missouri
$14.1M 143,644 -3,453 -2%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$13.7M 139,978 -21,906 -14%
RBC
174
Romano Brothers & Co
Illinois
$13.6M 139,504 -569 -0.4%
CWM
175
Cherrydale Wealth Management
New Jersey
$13.6M 139,111 -5,482 -4%
5 6
7
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