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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 %
CWM
151
Cherrydale Wealth Management
New Jersey
$16.7M 177,681 +38,570 +28%
AC
152
Allstate Corporation
Illinois
$15.9M 169,106 – –
LGWM
153
Litman Gregory Wealth Management
California
$15.5M 165,072 -5,085 -3%
TFS
154
Thoroughbred Financial Services
Tennessee
$15.5M 164,237 +38,809 +31%
SM
155
Sweeney & Michel
California
$15.5M 161,490 -1,446 -0.9%
Bank of New York Mellon
156
Bank of New York Mellon
New York
$15.2M 161,082 -2,148 -1%
DL
157
DOHJ LLC
Washington
$15.1M 161,092 +9,021 +6%
TIM
158
Tortoise Investment Management
New York
$15M 159,724 -3,157 -2%
IA
159
IFP Advisors
Florida
$15M 159,185 -10,153 -6%
CCWA
160
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15M 159,033 -2,078 -1%
Koshinski Asset Management
161
Koshinski Asset Management
Illinois
$14.9M 158,096 -4,300 -3%
ASN
162
Advisory Services Network
Georgia
$14.9M 157,933 -979 -0.6%
Northern Trust
163
Northern Trust
Illinois
$14.8M 157,622 -5,394 -3%
AWA
164
Aletheian Wealth Advisors
Washington
$14.8M 156,788 +1,845 +1%
CG
165
Cynosure Group
Utah
$14.6M 154,908 +10,075 +7%
AWS
166
Atria Wealth Solutions
New York
$14.5M 153,559 -7,787 -5%
FFA
167
First Foundation Advisors
California
$14.3M 152,281 -8,382 -5%
BJL
168
Brighton Jones LLC
Washington
$14.2M 150,250 +1,323 +0.9%
PS
169
Planned Solutions
California
$14M 148,970 +1,146 +0.8%
WAM
170
Weatherly Asset Management
California
$14M 147,918 -942 -0.6%
GG
171
Gleason Group
Kentucky
$13.9M 147,429 +507 +0.3%
AFS
172
Aft Forsyth & Sober
Florida
$13.8M 146,405 – –
CFG
173
Cosner Financial Group
Colorado
$13.7M 145,822 +12,971 +10%
PL
174
Plancorp LLC
Missouri
$13.5M 143,654 +10 +0%
AWM
175
AE Wealth Management
Kansas
$13.5M 143,366 +32,538 +29%
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