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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 %
SWP
176
Stratos Wealth Partners
Ohio
$13.4M 142,400 -18,596 -12%
SWM
177
Solano Wealth Management
California
$13.4M 141,754 -9,036 -6%
RBC
178
Romano Brothers & Co
Illinois
$13.1M 138,849 -655 -0.5%
FF
179
Friedenthal Financial
New Jersey
$13.1M 138,700 +231 +0.2%
CGA
180
Crescent Grove Advisors
Illinois
$12.9M 136,144 +27,096 +25%
OPWM
181
Oakwell Private Wealth Management
Texas
$12.6M 134,266 -1,278 -0.9%
SPC
182
Sigma Planning Corp
Michigan
$12.6M 133,780 -20,641 -13%
PP
183
PrairieView Partners
Minnesota
$12.4M 131,327 +1,656 +1%
NL
184
NWAM LLC
Washington
$12.3M 130,294 +8,322 +7%
DWA
185
Divergent Wealth Advisors
Utah
$12.2M 129,214 -2,611 -2%
NWM
186
Northwest Wealth Management
Iowa
$12.1M 128,716 +8,825 +7%
JWM
187
JGP Wealth Management
Oregon
$12M 127,107 +7,751 +6%
AAS
188
Avantax Advisory Services
Texas
$11.9M 126,356 +9,532 +8%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$11.7M 124,258 -15,720 -11%
Comerica Bank
190
Comerica Bank
Texas
$11.5M 122,131 +122,131 New
Baird Financial Group
191
Baird Financial Group
Wisconsin
$11.3M 119,687 +6,083 +5%
EPP
192
ETF Portfolio Partners
Kansas
$11.2M 118,514 -1,195 -1%
DWA
193
Delap Wealth Advisory
Oregon
$11M 117,233 -1,367 -1%
DI
194
DDFG Inc
California
$11M 116,911 -4,634 -4%
KPWG
195
KFA Private Wealth Group
Virginia
$10.7M 113,097 +5,440 +5%
PFP
196
Pinnacle Financial Partners
Tennessee
$10.6M 112,885 -1,948 -2%
HCA
197
Heck Capital Advisors
Wisconsin
$10.6M 112,458 +46,266 +70%
SWA
198
Sax Wealth Advisors
New Jersey
$10.5M 111,876 +644 +0.6%
FHB
199
First Hawaiian Bank
Hawaii
$10.5M 111,004 -650 -0.6%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$10.4M 109,960 +7,397 +7%
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