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iShares Core S&P Total US Stock Market ETF

1,279 hedge funds and large institutions have $37B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 489 increasing their positions, 438 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

512% more call options, than puts

Call options by funds: $7.22M | Put options by funds: $1.18M

110% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 49

12% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 438

8% more capital invested

Capital invested by funds: $34.4B → $37B (+$2.64B)

3% more funds holding

Funds holding: 1,2411,279 (+38)

1% more funds holding in top 10

Funds holding in top 10: 151152 (+1)

0.38% less ownership

Funds ownership: 60.38%60% (-0.38%)

Holders
1,279
Holders Change
+38
Holders Change %
+3.06%
% of All Funds
18.37%
Holding in Top 10
152
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.66%
% of All Funds
2.18%
New
103
Increased
489
Reduced
438
Closed
49
Calls
$7.22M
Puts
$1.18M
Net Calls
+$6.04M
Net Calls Change
-$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
251
Investors Research Corp
Georgia
$9.28M -$52.5K -434 -0.6%
JE
252
JMAC Enterprises
Pennsylvania
$9.09M +$395K +3,266 +5%
KPWG
253
KFA Private Wealth Group
Virginia
$9.04M -$2.73M -22,522 -24%
EPP
254
ETF Portfolio Partners
Kansas
$9.02M -$4.46M -36,841 -34%
MCA
255
Magnolia Capital Advisors
Mississippi
$8.91M +$7.01M +57,881 +443%
AFS
256
Aft Forsyth & Sober
Florida
$8.87M -$100K -830 -1%
EW
257
Element Wealth
Mississippi
$8.68M +$173K +1,428 +2%
ISWM
258
Independent Solutions Wealth Management
New York
$8.63M -$1.25M -10,286 -13%
RW
259
Rede Wealth
Virginia
$8.53M -$678K -5,599 -8%
SWMG
260
Sard Wealth Management Group
Georgia
$8.46M -$91.4K -755 -1%
MWM
261
MorganRosel Wealth Management
Colorado
$8.42M +$675K +5,573 +9%
TCWA
262
Turtle Creek Wealth Advisors
Texas
$8.18M -$40.4K -334 -0.5%
PIMG
263
Patriot Investment Management Group
Tennessee
$8.13M -$78.6K -649 -1%
CTC
264
Central Trust Company
Missouri
$8.13M -$200K -1,656 -2%
SPC
265
Sigma Planning Corp
Michigan
$8.1M -$523K -4,317 -6%
SEM
266
Strategic Equity Management
Arizona
$7.95M +$2.38M +19,669 +45%
OIA
267
OneDigital Investment Advisors
Kansas
$7.88M +$1.76M +14,502 +30%
RBC
268
Roble Belko & Company
Pennsylvania
$7.86M +$7.51K +62 +0.1%
NGA
269
Naples Global Advisors
Florida
$7.84M +$13.1K +108 +0.2%
MWM
270
Modera Wealth Management
New Jersey
$7.84M -$23.5K -194 -0.3%
RIA
271
Regal Investment Advisors
Michigan
$7.83M -$17M -140,721 -69%
SFA
272
Source Financial Advisors
New York
$7.75M +$133K +1,096 +2%
RPGK
273
Retirement Planning Group (Kansas)
Kansas
$7.73M +$48.5K +401 +0.7%
MA
274
MONECO Advisors
Connecticut
$7.72M +$491K +4,057 +7%
WDL
275
Well Done LLC
Michigan
$7.59M +$104K +863 +1%

ITOT Hedge Fund Activity: Q3 2024 in Review

1,279 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2024, worth a combined $37B — up 7.7% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ITOT positions and 49 closed out — a net gain of 54 holders — while 489 added to existing stakes and 438 trimmed.

The largest buyer was Wells Fargo, adding an estimated $854M. The largest seller was Charles Schwab, exiting entirely with an estimated $865M sold.

  • 1,279 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2024, up from 1,241 in Q2 2024.
  • Funds reported $37B of iShares Core S&P Total US Stock Market ETF stock for Q3 2024, up 7.7% quarter-over-quarter.
  • 103 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2024 and 49 closed out, a net change of +54 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2024 was Wells Fargo, an estimated $854M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2024 was Charles Schwab, an estimated $865M sold.

Based on aggregated 13F filings for Q3 2024.