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iShares Core S&P Total US Stock Market ETF

871 hedge funds and large institutions have $24.7B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 333 increasing their positions, 272 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

904% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $1.18M

60% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 45

22% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 272

1% more funds holding

Funds holding: 860871 (+11)

2% more capital invested

Capital invested by funds: $24.3B → $24.7B (+$468M)

0.26% more ownership

Funds ownership: 60.65%60.91% (+0.26%)

6% less funds holding in top 10

Funds holding in top 10: 120113 (-7)

Holders
871
Holders Change
+11
Holders Change %
+1.28%
% of All Funds
15.25%
Holding in Top 10
113
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.83%
% of All Funds
1.98%
New
72
Increased
333
Reduced
272
Closed
45
Calls
$11.8M
Puts
$1.18M
Net Calls
+$10.6M
Net Calls Change
-$6.77M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
$5.52M -$215K -2,129 -4%
BRWA
227
B. Riley Wealth Advisors
Florida
$5.48M -$39K -386 -0.7%
GIA
228
Gladstone Institutional Advisory
Florida
$5.37M +$435K +4,299 +9%
MP
229
McDonald Partners
Ohio
$5.32M +$90.2K +892 +2%
FTUS
230
Flow Traders U.S.
New York
$5.22M +$5.37M +53,091 New
SF
231
Summit Financial
New Jersey
$5.22M +$177K +1,750 +3%
LA
232
Lynch & Associates
Indiana
$5.17M +$62.3K +616 +1%
BHWM
233
Bar Harbor Wealth Management
New Hampshire
$5.11M
SFG
234
Sowa Financial Group
Rhode Island
$4.75M -$70.3K -695 -1%
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$4.7M +$2.26M +22,341 +94%
CWA
236
Canvas Wealth Advisors
Kansas
$4.58M -$273K -2,702 -5%
SWP
237
Summit Wealth Partners
Florida
$4.53M +$90.7K +897 +2%
RWP
238
Ridgecrest Wealth Partners
California
$4.48M +$147K +1,458 +3%
HI
239
Harbour Investments
Wisconsin
$4.39M +$239K +2,365 +6%
SS
240
Sunbelt Securities
Texas
$4.39M
SCA
241
Snowden Capital Advisors
New York
$4.36M -$20.5K -203 -0.5%
CIAS
242
CFS Investment Advisory Services
New Jersey
$4.3M +$4.43M +43,835 New
FAAM
243
First Ascent Asset Management
Colorado
$4.27M -$48.9K -484 -1%
VCM
244
Vivaldi Capital Management
Illinois
$4.23M +$56.6K +560 +1%
RA
245
RFG Advisory
Alabama
$4.22M +$597K +5,906 +16%
FWCM
246
Ferguson Wellman Capital Management
Oregon
$4.2M +$4.31M +42,638 New
AWM
247
Altium Wealth Management
New York
$4.16M -$10.4K -103 -0.2%
SAM
248
Securian Asset Management
Minnesota
$4.13M
MCM
249
MAI Capital Management
Ohio
$4.12M +$563K +5,567 +15%
SSWM
250
Sheets Smith Wealth Management
North Carolina
$4.01M

ITOT Hedge Fund Activity: Q3 2021 in Review

871 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2021, worth a combined $24.7B — up 1.9% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ITOT positions and 45 closed out — a net gain of 27 holders — while 333 added to existing stakes and 272 trimmed.

The largest buyer was Wells Fargo, adding an estimated $927M. The largest seller was Stifel Financial, cutting an estimated $106M.

  • 871 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2021, up from 860 in Q2 2021.
  • Funds reported $24.7B of iShares Core S&P Total US Stock Market ETF stock for Q3 2021, up 1.9% quarter-over-quarter.
  • 72 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2021 and 45 closed out, a net change of +27 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2021 was Wells Fargo, an estimated $927M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2021 was Stifel Financial, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2021.