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iShares Core S&P Total US Stock Market ETF
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Overview Fund Activity

1,050 hedge funds and large institutions have $24.3B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 368 increasing their positions, 412 reducing their positions, and 58 closing their positions.

Holders
1,050
Holders Change
-13
Holders Change %
-1.22%
% of All Funds
16.81%
Holding in Top 10
133
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.64%
% of All Funds
2.13%
New
78
Increased
368
Reduced
412
Closed
58
Calls
$11.8M
Puts
$2.3M
Net Calls
+$9.5M
Net Calls Change
+$293K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$255M
2
Cerity Partners
2
Cerity Partners
New York
$162M
3
Stifel Financial
3
Stifel Financial
Missouri
$267M
4
CS
4
Cisco Systems
California
$319M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$40.8M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
BlackRock
2
BlackRock
New York
$3.61B
3
SWM
3
SigFig Wealth Management
California
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.42B
Name Market Value Shares Shares
Change 		Shares
Change %
WFA
201
Wade Financial Advisory
California
$8.25M 91,062 -242 -0.3%
GT
202
Glenview Trust
Kentucky
$8.18M 90,301 +1,525 +2%
LGWM
203
Litman Gregory Wealth Management
California
$8.13M 89,811 -85,070 -49%
SAM
204
Satovsky Asset Management
New York
$8.13M 89,811 +1,154 +1%
MCM
205
Monument Capital Management
Virginia
$8.13M 89,767 -12,702 -12%
MPW
206
MA Private Wealth
California
$8.06M 88,994 -65,592 -42%
MCM
207
MAI Capital Management
Ohio
$8.01M 88,493 -3,220 -4%
ATC
208
Argent Trust Co
Tennessee
$7.91M 87,314 – –
ISWM
209
Independent Solutions Wealth Management
New York
$7.88M 87,049 -3,982 -4%
SWP
210
Stratos Wealth Partners
Ohio
$7.87M 86,955 -101,725 -54%
BWA
211
BDO Wealth Advisors
Florida
$7.74M 85,483 -2,190 -2%
SFA
212
Source Financial Advisors
New York
$7.74M 85,446 -12,050 -12%
RVPG
213
Relative Value Partners Group
$7.72M 85,225 +9,290 +12%
CCMG
214
Clark Capital Management Group
Pennsylvania
$7.71M 85,132 -15,022 -15%
CFGS
215
Concourse Financial Group Securities
Alabama
$7.57M 83,555 +25,731 +44%
RBC
216
Roble Belko & Company
Pennsylvania
$7.54M 83,213 -366 -0.4%
DWA
217
Delap Wealth Advisory
Oregon
$7.42M 81,905 +5,774 +8%
GT
218
Greenleaf Trust
Michigan
$7.35M 81,133 +1,268 +2%
GAG
219
GM Advisory Group
New York
$7.16M 79,077 +35,372 +81%
BSSFA
220
Baron Silver Stevens Financial Advisors
Florida
$7.06M 77,943 -13,558 -15%
GRP
221
Global Retirement Partners
California
$7.05M 78,563 +21,954 +39%
CBFP
222
Cedar Brook Financial Partners
Ohio
$7.05M 77,865 +298 +0.4%
NGA
223
Naples Global Advisors
Florida
$6.85M 75,695 -15,055 -17%
GB
224
Gunma Bank
Japan
$6.79M 75,000 +20,000 +36%
TCBWMS
225
Texas Capital Bank Wealth Management Services
Texas
$6.79M 74,957 – –
7 8
9
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