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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
AWA
276
Amplius Wealth Advisors
Pennsylvania
$7.5M -$384K -3,169 -5%
GBT
277
Grove Bank & Trust
Florida
$7.47M +$14K +116 +0.2%
Envestnet Portfolio Solutions
278
Envestnet Portfolio Solutions
Illinois
$7.44M -$136K -1,127 -2%
SC
279
Savant Capital
Illinois
$7.43M +$4.04M +33,405 +130%
SWP
280
Summit Wealth Partners
Florida
$7.38M +$911K +7,521 +15%
DACG
281
Donor Advised Charitable Giving
California
$7.38M +$26.4K +218 +0.4%
FFBTD
282
First Financial Bank - Trust Division
Ohio
$7.32M -$17.2K -142 -0.2%
HR
283
Hardy Reed
Mississippi
$7.31M -$10.3K -85 -0.1%
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$7.3M +$475K +3,922 +7%
JMFC
285
J.M. Forbes & Co
Massachusetts
$7.29M -$8.84K -73 -0.1%
FMP
286
Financial Management Professionals
Texas
$7.29M -$118K -978 -2%
FTS
287
Fifth Third Securities
Ohio
$7.2M -$1.08M -8,914 -13%
GRP
288
Global Retirement Partners
California
$7.19M +$75.9K +627 +1%
CWM
289
Certus Wealth Management
California
$7.16M -$3.89M -32,138 -36%
LA
290
Lynch & Associates
Indiana
$7.14M -$95.9K -792 -1%
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
$7.03M -$4.28M -35,389 -39%
STA
292
Summit Trail Advisors
New York
$7M +$3.41M +28,161 +102%
MGIA
293
Matthew Goff Investment Advisor
Texas
$6.94M +$1.12M +9,292 +20%
HCM
294
Hollencrest Capital Management
California
$6.87M -$64.9K -536 -1%
NPT
295
National Philanthropic Trust
Pennsylvania
$6.87M -$64.9K -536 -1%
RWP
296
Ridgecrest Wealth Partners
California
$6.82M -$114K -939 -2%
BHWM
297
Bar Harbor Wealth Management
New Hampshire
$6.81M
KPWS
298
Kestra Private Wealth Services
Texas
$6.81M -$3.36M -27,794 -34%
IF
299
Ironwood Financial
Arizona
$6.59M +$259K +2,141 +4%
GWM
300
Grand Wealth Management
Michigan
$6.54M -$519K -4,284 -8%

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.