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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
AIM
251
Allen Investment Management
New York
$3.91M +$49.6K +491 +1%
WMA
252
Wealth Management Associates
New Jersey
$3.91M +$69.8K +690 +2%
CTC
253
Central Trust Company
Missouri
$3.86M +$1.15M +11,407 +41%
SIA
254
Soltis Investment Advisors
Utah
$3.83M
BBHBI
255
B, B, H, & B Inc
Alabama
$3.8M -$1.67M -16,486 -30%
TWP
256
TFO Wealth Partners
Ohio
$3.79M -$120K -1,182 -3%
VFM
257
Vivid Financial Management
California
$3.77M -$53K -524 -1%
APA
258
American Portfolios Advisors
New York
$3.77M +$270K +2,666 +7%
CPIG
259
Chicago Partners Investment Group
Illinois
$3.73M +$1.4M +13,848 +65%
GF
260
Gries Financial
Ohio
$3.72M
KPWS
261
Kestra Private Wealth Services
Texas
$3.7M +$357K +3,530 +10%
CPC
262
Consolidated Planning Corp
Georgia
$3.69M
SPA
263
Sentinel Pension Advisors
Massachusetts
$3.63M -$46.6K -461 -1%
FCIM
264
Fairview Capital Investment Management
California
$3.58M -$12.1K -120 -0.3%
WWM
265
Windsor Wealth Management
Indiana
$3.56M +$45.6K +451 +1%
AAM
266
Autus Asset Management
Arizona
$3.54M -$100K -990 -3%
NCM
267
New Capital Management
Texas
$3.5M +$3.56M +35,168 New
EFS
268
Essex Financial Services
Connecticut
$3.43M +$748K +7,395 +27%
ABC
269
Associated Banc-Corp
Wisconsin
$3.37M -$93.3K -923 -3%
PFM
270
Phillips Financial Management
Indiana
$3.27M +$118K +1,171 +4%
Lazard Asset Management
271
Lazard Asset Management
New York
$3.23M
WDL
272
Well Done LLC
Michigan
$3.21M +$161K +1,595 +5%
NI
273
NYL Investors
New York
$3.21M +$91K +900 +3%
PFA
274
Pinnacle Family Advisors
Missouri
$3.2M -$82.6K -817 -2%
HIM
275
Hanlon Investment Management
New Jersey
$3.17M

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.