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iShares Core S&P Total US Stock Market ETF

994 hedge funds and large institutions have $28.8B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 371 increasing their positions, 270 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 40

80% more call options, than puts

Call options by funds: $11M | Put options by funds: $6.11M

37% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 270

19% more funds holding in top 10

Funds holding in top 10: 113135 (+22)

16% more capital invested

Capital invested by funds: $24.7B → $28.8B (+$4.04B)

14% more funds holding

Funds holding: 871994 (+123)

0.93% more ownership

Funds ownership: 60.91%61.84% (+0.93%)

Holders
994
Holders Change
+123
Holders Change %
+14.12%
% of All Funds
15.3%
Holding in Top 10
135
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+19.47%
% of All Funds
2.08%
New
177
Increased
371
Reduced
270
Closed
40
Calls
$11M
Puts
$6.11M
Net Calls
+$4.9M
Net Calls Change
-$5.72M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Adams Wealth Management
Utah
$7.35M +$511K +4,885 +8%
SPIA
227
Steward Partners Investment Advisory
New York
$7.28M -$9.72K -93 -0.1%
CWA
228
Centennial Wealth Advisory
Michigan
$7.23M +$7.07M +67,605 New
BIP
229
Blueprint Investment Partners
North Carolina
$7.21M +$851K +8,142 +14%
CGA
230
Crescent Grove Advisors
Illinois
$7.13M +$686K +6,561 +11%
GVAG
231
Great Valley Advisor Group
Delaware
$7.11M +$1.03M +9,871 +17%
FWP
232
FAS Wealth Partners
Kansas
$7.08M -$73.1K -699 -1%
GWM
233
Grand Wealth Management
Michigan
$7.03M +$6.86M +65,679 New
MA
234
MONECO Advisors
Connecticut
$6.88M -$34.1K -326 -0.5%
JMPWA
235
JP Morgan Private Wealth Advisors
California
$6.76M +$210K +2,006 +3%
CPIA
236
Cornell Pochily Investment Advisors
New York
$6.72M +$400K +3,824 +6%
CW
237
CreativeOne Wealth
Kansas
$6.63M +$3.46M +33,144 +115%
TFGT
238
TS Financial Group (TSFG)
Illinois
$6.62M -$117K -1,123 -2%
RHBC
239
R.H. Bluestein & Co
Michigan
$6.6M +$39.2K +375 +0.6%
NA
240
NewEdge Advisors
Louisiana
$6.55M +$3.48M +33,250 +119%
FFBTD
241
First Financial Bank - Trust Division
Ohio
$6.54M -$579K -5,538 -8%
Luther King Capital Management (LKCM)
242
Luther King Capital Management (LKCM)
Texas
$6.53M
GBT
243
Grove Bank & Trust
Florida
$6.52M
AssetMark Inc
244
AssetMark Inc
California
$6.43M +$5.96M +57,036 +1,829%
BAM
245
Baldrige Asset Management
Pennsylvania
$6.25M -$255K -2,441 -4%
PP
246
PrairieView Partners
Minnesota
$5.97M -$207K -1,977 -3%
FPW
247
Flagship Private Wealth
Massachusetts
$5.97M -$85.8K -821 -1%
BRWA
248
B. Riley Wealth Advisors
Florida
$5.92M -$35.6K -341 -0.6%
IWM
249
IHT Wealth Management
Illinois
$5.9M -$308K -2,947 -5%
GAG
250
GM Advisory Group
New York
$5.89M +$2.56M +24,488 +80%

ITOT Hedge Fund Activity: Q4 2021 in Review

994 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2021, worth a combined $28.8B — up 16% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new ITOT positions and 40 closed out — a net gain of 137 holders — while 371 added to existing stakes and 270 trimmed.

The largest buyer was Wells Fargo, adding an estimated $256M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $123M.

  • 994 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2021, up from 871 in Q3 2021.
  • Funds reported $28.8B of iShares Core S&P Total US Stock Market ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 177 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2021 and 40 closed out, a net change of +137 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2021 was Wells Fargo, an estimated $256M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.