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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 %
ADL
201
Asset Dedication LLC
California
$10.3M 105,354 -4,883 -4%
RF
202
Rollins Financial
Georgia
$10.2M 104,524 -4,661 -4%
CWA
203
Canvas Wealth Advisors
Kansas
$10.2M 101,580 +5,804 +6%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$10.1M 103,188 -4,366 -4%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$10M 102,563 +38,278 +60%
CPW
206
Catalyst Private Wealth
California
$9.8M 100,153 -1,030 -1%
CFGS
207
Concourse Financial Group Securities
Alabama
$9.63M 98,417 +14,862 +18%
SFA
208
Sequoia Financial Advisors
Ohio
$9.59M 98,015 -5,936 -6%
VIA
209
Vident Investment Advisory
Georgia
$9.4M 96,054 +3,545 +4%
KWMG
210
King Wealth Management Group
Florida
$9.36M 95,681 -444 -0.5%
GAG
211
GM Advisory Group
New York
$9.36M 95,616 +16,539 +21%
WCM
212
Wealthcare Capital Management
Virginia
$9.06M 92,630 -5,580 -6%
BSSFA
213
Baron Silver Stevens Financial Advisors
Florida
$8.99M 91,919 +13,976 +18%
SCP
214
Stevens Capital Partners
Nebraska
$8.96M 91,607 +3 +0%
TCM
215
Towercrest Capital Management
Pennsylvania
$8.92M 91,156 +22,157 +32%
WFA
216
Wade Financial Advisory
California
$8.83M 90,205 -857 -0.9%
MCM
217
Monument Capital Management
Virginia
$8.78M 89,750 -17 -0%
MPW
218
MA Private Wealth
California
$8.77M 89,666 +672 +0.8%
CWM
219
Certus Wealth Management
California
$8.77M 89,634 +89,634 New
NA
220
NewEdge Advisors
Louisiana
$8.72M 89,101 -4,469 -5%
GT
221
Glenview Trust
Kentucky
$8.65M 88,432 -1,869 -2%
SAM
222
Satovsky Asset Management
New York
$8.63M 88,197 -1,614 -2%
FTUS
223
Flow Traders U.S.
New York
$8.61M 88,034 +41,928 +91%
ISWM
224
Independent Solutions Wealth Management
New York
$8.51M 86,931 -118 -0.1%
BWA
225
BDO Wealth Advisors
Florida
$8.41M 85,907 +424 +0.5%
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