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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 %
SSW
201
Smith Shellnut Wilson
Mississippi
$10.1M 107,347 -716 -0.7%
WA
202
WBH Advisory
Maryland
$10M 106,231 +187 +0.2%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$9.9M 105,087 +1,899 +2%
CPW
204
Catalyst Private Wealth
California
$9.6M 101,973 +1,820 +2%
RF
205
Rollins Financial
Georgia
$9.56M 101,492 -3,032 -3%
VA
206
Vident Advisory
Georgia
$9.5M 100,870 +100,870 New
CFGS
207
Concourse Financial Group Securities
Alabama
$9.14M 96,557 -1,860 -2%
ADL
208
Asset Dedication LLC
California
$9.04M 95,983 -9,371 -9%
SFA
209
Sequoia Financial Advisors
Ohio
$9.04M 95,930 -2,085 -2%
GAG
210
GM Advisory Group
New York
$9.01M 95,616 – –
KWMG
211
King Wealth Management Group
Florida
$8.95M 94,972 -709 -0.7%
GT
212
Glenview Trust
Kentucky
$8.78M 93,261 +4,829 +5%
NA
213
NewEdge Advisors
Louisiana
$8.66M 91,942 +2,841 +3%
SCP
214
Stevens Capital Partners
Nebraska
$8.6M 91,278 -329 -0.4%
MCM
215
Monument Capital Management
Virginia
$8.51M 90,372 +622 +0.7%
CWA
216
Canvas Wealth Advisors
Kansas
$8.43M 91,245 -10,335 -10%
TCM
217
Towercrest Capital Management
Pennsylvania
$8.41M 89,332 -1,824 -2%
EW
218
Evoke Wealth
California
$8.41M 89,233 +71,069 +391%
WFA
219
Wade Financial Advisory
California
$8.35M 88,652 -1,553 -2%
SPP
220
Single Point Partners
Massachusetts
$8.28M 87,530 +87,530 New
SAM
221
Satovsky Asset Management
New York
$8.28M 87,868 -329 -0.4%
CWM
222
Certus Wealth Management
California
$8.23M 87,345 -2,289 -3%
BSSFA
223
Baron Silver Stevens Financial Advisors
Florida
$8.18M 86,829 -5,090 -6%
WCM
224
Wealthcare Capital Management
Virginia
$8.13M 86,315 -6,315 -7%
RVPG
225
Relative Value Partners Group
$8.01M 85,041 +71 +0.1%
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