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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
WANY
301
Wealthspire Advisors (New York)
New York
$2.8M -$152K -1,504 -5%
Legacy Financial Group (Iowa)
302
Legacy Financial Group (Iowa)
Iowa
$2.77M -$248K -2,457 -8%
NA
303
NewEdge Advisors
Louisiana
$2.76M +$477K +4,714 +20%
CIBC World Market
304
CIBC World Market
Ontario, Canada
$2.75M +$301K +2,975 +12%
ACA
305
Ackerman Capital Advisors
Texas
$2.72M +$2.79M +27,620 New
SG
306
StoneX Group
New York
$2.69M +$351K +3,472 +15%
IRC
307
Investors Research Corp
Georgia
$2.68M +$633K +6,261 +30%
SHWM
308
Silicon Hills Wealth Management
Texas
$2.68M +$45.6K +451 +2%
Natixis Advisors
309
Natixis Advisors
Massachusetts
$2.67M +$604K +5,969 +28%
PTB
310
Pioneer Trust Bank
Oregon
$2.66M +$506K +5,000 +23%
GRP
311
Global Retirement Partners
California
$2.55M +$65.2K +645 +3%
LC
312
LCNB Corp
Ohio
$2.45M -$839K -8,300 -25%
WCM
313
Windham Capital Management
Massachusetts
$2.44M
QCIG
314
Quad-Cities Investment Group
Iowa
$2.41M +$139K +1,377 +6%
C
315
Certuity
Florida
$2.39M +$1.74M +17,215 +242%
HSA
316
HBK Sorce Advisory
Pennsylvania
$2.39M -$3.84M -37,975 -61%
BCPWM
317
Bradley & Co Private Wealth Management
Florida
$2.38M
TGAM
318
TBH Global Asset Management
Tennessee
$2.37M +$19.1K +189 +0.8%
CF
319
Clarity Financial
Texas
$2.33M +$1.05M +10,355 +78%
NB
320
Northwest Bancshares
Pennsylvania
$2.32M -$41.9K -414 -2%
MAP
321
Milestone Advisory Partners
North Carolina
$2.3M -$17.9K -177 -0.8%
US Bancorp
322
US Bancorp
Minnesota
$2.29M +$187K +1,846 +9%
TF
323
TIAA FSB
Florida
$2.29M +$13.2K +131 +0.6%
BFEC
324
Benjamin F. Edwards & Company
Missouri
$2.29M -$64.3K -636 -3%
KCA
325
Karn Couzens & Associates
Connecticut
$2.27M +$94.8K +938 +4%

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.