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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 %
CWM
151
Cherrydale Wealth Management
New Jersey
$19M 180,890 +3,209 +2%
FPGK
152
Financial Partners Group (Kansas)
Kansas
$19M 180,501 +1,560 +0.9%
KCM
153
KM Capital Management
Texas
$18.9M 179,801 -10,329 -5%
AWS
154
Atria Wealth Solutions
New York
$18.9M 179,432 +25,873 +17%
IA
155
IFP Advisors
Florida
$18.8M 179,101 +19,916 +13%
SFO
156
Stokes Family Office
Louisiana
$18.3M 173,616 -50,625 -23%
CFA
157
Capstone Financial Advisors
Illinois
$18.2M 173,283 -4,438 -2%
RPWA
158
Regent Peak Wealth Advisors
Georgia
$18.2M 172,620 -30,385 -15%
MCM
159
MontVue Capital Management
Virginia
$17.8M 168,947 +168,947 New
LGWM
160
Litman Gregory Wealth Management
California
$17.4M 164,914 -158 -0.1%
TFS
161
Thoroughbred Financial Services
Tennessee
$17.3M 164,344 +107 +0.1%
AWA
162
Aletheian Wealth Advisors
Washington
$16.7M 158,236 +1,448 +0.9%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$16.6M 158,188 +33,930 +27%
ASN
164
Advisory Services Network
Georgia
$16.5M 157,224 -709 -0.4%
Northern Trust
165
Northern Trust
Illinois
$16.5M 156,863 -759 -0.5%
AC
166
Allstate Corporation
Illinois
$16.3M 155,106 -14,000 -8%
RCG
167
Regatta Capital Group
California
$16.3M 154,797 +113,437 +274%
TIM
168
Tortoise Investment Management
New York
$16.2M 153,787 -5,937 -4%
AAS
169
Avantax Advisory Services
Texas
$16.2M 153,705 +27,349 +22%
CCWA
170
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$16.2M 153,642 -5,391 -3%
NWM
171
Northwest Wealth Management
Iowa
$16.1M 153,110 +24,394 +19%
BJL
172
Brighton Jones LLC
Washington
$16M 152,522 +2,272 +2%
Bank of New York Mellon
173
Bank of New York Mellon
New York
$15.9M 150,772 -10,310 -6%
WAM
174
Weatherly Asset Management
California
$15.8M 150,212 +2,294 +2%
RCM
175
Rain Capital Management
Oregon
$15.8M 149,891 +145,613 +3,404%
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