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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
AWA
251
Amplius Wealth Advisors
Pennsylvania
$5.87M +$5.73M +54,826 New
DIM
252
Delta Investment Management
California
$5.74M -$998K -9,544 -15%
SF
253
Summit Financial
New Jersey
$5.73M +$54.6K +522 +1%
CWM
254
Congress Wealth Management
Massachusetts
$5.71M +$5.58M +53,430 New
SPP
255
Single Point Partners
Massachusetts
$5.71M +$5.58M +53,396 New
GIA
256
Gladstone Institutional Advisory
Florida
$5.71M -$130K -1,248 -2%
RK
257
Rather & Kittrell
Tennessee
$5.69M +$5.56M +53,183 New
LA
258
Lynch & Associates
Indiana
$5.68M +$64.5K +617 +1%
BHWM
259
Bar Harbor Wealth Management
New Hampshire
$5.56M
FEG
260
Fund Evaluation Group
Ohio
$5.53M +$5.4M +51,707 New
SWP
261
Stratos Wealth Partners
Ohio
$5.45M -$538K -5,144 -9%
GM
262
GeoWealth Management
Illinois
$5.4M +$4.96M +47,440 +1,583%
SWP
263
Summit Wealth Partners
Florida
$5.39M +$454K +4,340 +9%
RWP
264
Ridgecrest Wealth Partners
California
$5.37M +$482K +4,614 +10%
FCA
265
FinTrust Capital Advisors
South Carolina
$5.36M +$1.92M +18,351 +58%
SFG
266
Sowa Financial Group
Rhode Island
$5.04M -$128K -1,228 -3%
BWM
267
BlackDiamond Wealth Management
New York
$4.97M +$4.85M +46,425 New
CWA
268
Canvas Wealth Advisors
Kansas
$4.96M -$24.9K -238 -0.5%
FAAM
269
First Ascent Asset Management
Colorado
$4.76M +$107K +1,026 +2%
SFG
270
StrategIQ Financial Group
Indiana
$4.74M +$3.05M +29,179 +193%
SCA
271
Snowden Capital Advisors
New York
$4.73M -$14.6K -140 -0.3%
VCM
272
Vivaldi Capital Management
Illinois
$4.69M +$90.9K +870 +2%
MCM
273
MAI Capital Management
Ohio
$4.67M +$187K +1,785 +4%
BAM
274
Belpointe Asset Management
Nevada
$4.6M +$1.4M +13,383 +45%
FWCM
275
Ferguson Wellman Capital Management
Oregon
$4.56M

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.