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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
SAM
276
Securian Asset Management
Minnesota
$4.49M
AI
277
Atria Investments
North Carolina
$4.44M +$4.34M +41,492 New
AWM
278
Altium Wealth Management
New York
$4.4M -$121K -1,157 -3%
Susquehanna International Group
279
Susquehanna International Group
Pennsylvania
$4.4M -$1.85M -17,695 -30%
BBHBI
280
B, B, H, & B Inc
Alabama
$4.36M +$220K +2,103 +5%
Cerity Partners
281
Cerity Partners
New York
$4.34M +$1.83M +17,518 +76%
SSWM
282
Sheets Smith Wealth Management
North Carolina
$4.32M -$42.6K -408 -1%
CPIG
283
Chicago Partners Investment Group
Illinois
$4.31M +$905K +8,662 +25%
AIM
284
Allen Investment Management
New York
$4.25M
SWM
285
SFG Wealth Management
Maryland
$4.24M +$4.14M +39,653 New
WMA
286
Wealth Management Associates
New Jersey
$4.2M -$51.3K -491 -1%
CIAS
287
CFS Investment Advisory Services
New Jersey
$4.19M -$213K -2,036 -5%
JP Morgan Chase
288
JP Morgan Chase
New York
$4.18M -$5.03M -48,139 -55%
SIA
289
Soltis Investment Advisors
Utah
$4.17M
CFA
290
Carroll Financial Associates
North Carolina
$4.15M +$838K +8,015 +26%
CPC
291
Consolidated Planning Corp
Georgia
$4.13M +$119K +1,136 +3%
CAL
292
Capital Advisors Ltd
Ohio
$4.13M +$728K +6,969 +22%
SPA
293
Sentinel Pension Advisors
Massachusetts
$4.09M +$147K +1,411 +4%
KPWS
294
Kestra Private Wealth Services
Texas
$4.07M +$43.5K +416 +1%
GF
295
Gries Financial
Ohio
$4.06M +$10.8K +103 +0.3%
SS
296
Sunbelt Securities
Texas
$4.05M -$456K -4,358 -10%
WWM
297
Western Wealth Management
Colorado
$4.02M +$3.92M +37,549 New
VFM
298
Vivid Financial Management
California
$4M -$100K -961 -3%
TWP
299
TFO Wealth Partners
Ohio
$3.97M -$63.9K -611 -2%
RCS
300
Retirement Capital Strategies
California
$3.96M +$3.87M +37,023 New

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.