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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
16.89%
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 %
FF
176
Friedenthal Financial
New Jersey
$13.5M 138,469 +2,833 +2%
OPWM
177
Oakwell Private Wealth Management
Texas
$13.3M 135,544 +34 +0%
CFG
178
Cosner Financial Group
Colorado
$13M 132,851 +132,851 New
CAN
179
Cetera Advisor Networks
California
$12.9M 131,927 +7,421 +6%
DWA
180
Divergent Wealth Advisors
Utah
$12.9M 131,825 +1,204 +0.9%
PP
181
PrairieView Partners
Minnesota
$12.7M 129,671 +4,154 +3%
TFS
182
Thoroughbred Financial Services
Tennessee
$12.3M 125,428 +2,982 +2%
NL
183
NWAM LLC
Washington
$11.9M 121,972 -28,922 -19%
DI
184
DDFG Inc
California
$11.9M 121,545 +151 +0.1%
NWM
185
Northwest Wealth Management
Iowa
$11.7M 119,891 +15,692 +15%
EPP
186
ETF Portfolio Partners
Kansas
$11.7M 119,709 -553 -0.5%
JWM
187
JGP Wealth Management
Oregon
$11.7M 119,356 +7,621 +7%
DWA
188
Delap Wealth Advisory
Oregon
$11.6M 118,600 +36,695 +45%
AAS
189
Avantax Advisory Services
Texas
$11.4M 116,824 +8,051 +7%
WANY
190
Wealthspire Advisors (New York)
New York
$11.3M 115,240 +45,640 +66%
PFP
191
Pinnacle Financial Partners
Tennessee
$11.2M 114,833 -769 -0.7%
MSCM
192
McElhenny Sheffield Capital Management
Texas
$11.2M 114,376 +49,988 +78%
Baird Financial Group
193
Baird Financial Group
Wisconsin
$11.1M 113,604 +1,290 +1%
FHB
194
First Hawaiian Bank
Hawaii
$10.9M 111,654 -851 -0.8%
SWA
195
Sax Wealth Advisors
New Jersey
$10.9M 111,232 +5,350 +5%
AWM
196
AE Wealth Management
Kansas
$10.8M 110,828 +1,279 +1%
CGA
197
Crescent Grove Advisors
Illinois
$10.7M 109,048 +568 +0.5%
SSW
198
Smith Shellnut Wilson
Mississippi
$10.6M 108,063 -4,223 -4%
KPWG
199
KFA Private Wealth Group
Virginia
$10.5M 107,657 +1,615 +2%
WA
200
WBH Advisory
Maryland
$10.4M 106,044 -1,882 -2%
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