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

1,173 hedge funds and large institutions have $31.1B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 449 increasing their positions, 364 reducing their positions, and 57 closing their positions.

Holders
1,173
Holders Change
+104
Holders Change %
+9.73%
% of All Funds
17.2%
Holding in Top 10
158
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.86%
% of All Funds
2.32%
New
181
Increased
449
Reduced
364
Closed
57
Calls
$22M
Puts
$3.49M
Net Calls
+$18.5M
Net Calls Change
+$8.43M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.26B
2
AG
2
AlTi Global
New York
$228M
3
BlackRock
3
BlackRock
New York
$4.4B
4
AC
4
Adroit Compliance
$102M
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$96.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$898M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$171M
3
TLIC
3
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$228M
5
SW
5
SVB Wealth
Massachusetts
$40.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.16B 49,065,294 +35,148 +0.1%
BlackRock
2
BlackRock
New York
$4.4B 41,827,740 +1,608,670 +4%
Morgan Stanley
3
Morgan Stanley
New York
$2.26B 21,522,556 +11,070,612 +106%
Betterment LLC
4
Betterment LLC
New York
$1.39B 13,169,227 -123,921 -0.9%
AllianceBernstein
5
AllianceBernstein
Tennessee
$900M 8,550,797 +103,994 +1%
Charles Schwab
6
Charles Schwab
California
$898M 8,535,064 -877,946 -9%
Bank of America
7
Bank of America
North Carolina
$624M 5,932,458 +291,808 +5%
Wealthfront Advisers
8
Wealthfront Advisers
California
$497M 4,725,350 +575,912 +14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$453M 4,307,084 +865,808 +25%
LPL Financial
10
LPL Financial
California
$386M 3,670,833 +284,594 +8%
SWM
11
SigFig Wealth Management
California
$381M 3,623,628 -918 -0%
CS
12
Cisco Systems
California
$371M 3,527,500 – –
PA
13
Parallel Advisors
California
$361M 3,432,578 +24,534 +0.7%
BP
14
Ballentine Partners
Massachusetts
$344M 3,272,532 +60,464 +2%
BTI
15
Blue Trust Inc
Georgia
$339M 3,600,069 -9,219 -0.3%
Stifel Financial
16
Stifel Financial
Missouri
$311M 2,952,690 -76,095 -3%
AOI
17
Auto-Owners Insurance
Michigan
$291M 2,767,880 +164,230 +6%
BSW
18
Buckingham Strategic Wealth
Missouri
$273M 2,590,133 +705,523 +37%
Cerity Partners
19
Cerity Partners
New York
$238M 2,257,635 +52,555 +2%
Creative Planning
20
Creative Planning
Kansas
$237M 2,249,481 -90,021 -4%
Empower Advisory Group
21
Empower Advisory Group
Colorado
$228M 2,169,886 -475,452 -18%
AG
22
AlTi Global
New York
$228M 2,169,815 +2,169,815 New
ST
23
Sentinel Trust
Texas
$203M 1,929,418 -80,366 -4%
AF
24
Allworth Financial
California
$192M 1,822,892 +95,447 +6%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$190M 1,804,452 +244,250 +16%
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