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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 %
Wells Fargo
1
Wells Fargo
California
$4.62B 49,030,146 +1,079,476 +2%
BlackRock
2
BlackRock
New York
$3.79B 40,219,070 +212,095 +0.5%
Betterment LLC
3
Betterment LLC
New York
$1.25B 13,293,148 -109,356 -0.8%
Morgan Stanley
4
Morgan Stanley
New York
$984M 10,451,944 +78,020 +0.8%
Charles Schwab
5
Charles Schwab
California
$887M 9,413,010 +9,405,707 +128,792%
AllianceBernstein
6
AllianceBernstein
Tennessee
$796M 8,446,803 -184,374 -2%
Bank of America
7
Bank of America
North Carolina
$531M 5,640,650 -28,514 -0.5%
Wealthfront Advisers
8
Wealthfront Advisers
California
$391M 4,149,438 +1,253,525 +43%
BTI
9
Blue Trust Inc
Georgia
$353M 3,609,288 -7,884 -0.2%
SWM
10
SigFig Wealth Management
California
$341M 3,624,546 -80,389 -2%
CS
11
Cisco Systems
California
$332M 3,527,500 – –
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$324M 3,441,276 -130,158 -4%
PA
13
Parallel Advisors
California
$321M 3,408,044 +387,904 +13%
LPL Financial
14
LPL Financial
California
$319M 3,386,239 +152,019 +5%
BP
15
Ballentine Partners
Massachusetts
$303M 3,212,068 +57,457 +2%
Stifel Financial
16
Stifel Financial
Missouri
$285M 3,028,785 +38,733 +1%
Empower Advisory Group
17
Empower Advisory Group
Colorado
$249M 2,645,338 +2,480,393 +1,504%
AOI
18
Auto-Owners Insurance
Michigan
$245M 2,603,650 – –
Creative Planning
19
Creative Planning
Kansas
$220M 2,339,502 -79,236 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$209M 2,222,738 +627,945 +39%
Cerity Partners
21
Cerity Partners
New York
$209M 2,205,080 -73,640 -3%
ST
22
Sentinel Trust
Texas
$189M 2,009,784 -57,997 -3%
Ameriprise
23
Ameriprise
Minnesota
$180M 1,905,504 -14,081 -0.7%
TA
24
Tiedemann Advisors
New York
$178M 1,882,670 -41,318 -2%
BSW
25
Buckingham Strategic Wealth
Missouri
$178M 1,884,610 +276,524 +17%
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