We are live on ! Find out more
ITOT icon

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
IRC
301
Investors Research Corp
Georgia
$3.94M +$1.01M +9,633 +35%
ACA
302
Ackerman Capital Advisors
Texas
$3.93M +$951K +9,098 +33%
FCIM
303
Fairview Capital Investment Management
California
$3.89M -$2.61K -25 -0.1%
AAM
304
Autus Asset Management
Arizona
$3.83M -$21.2K -203 -0.6%
CIBC World Market
305
CIBC World Market
Ontario, Canada
$3.82M +$803K +7,684 +27%
WDL
306
Well Done LLC
Michigan
$3.81M +$311K +2,974 +9%
PFM
307
Phillips Financial Management
Indiana
$3.77M +$214K +2,047 +6%
WWM
308
Windsor Wealth Management
Indiana
$3.76M -$72.4K -693 -2%
NCM
309
New Capital Management
Texas
$3.76M
EWM
310
Endowment Wealth Management
Wisconsin
$3.72M +$3.63M +34,766 New
PNC Financial Services Group
311
PNC Financial Services Group
Pennsylvania
$3.65M +$273K +2,616 +8%
ABC
312
Associated Banc-Corp
Wisconsin
$3.59M -$76.4K -731 -2%
HI
313
Hudock Inc
Pennsylvania
$3.57M +$186K +1,777 +6%
Bank of Montreal
314
Bank of Montreal
Ontario, Canada
$3.56M -$1.38M -13,187 -29%
Lazard Asset Management
315
Lazard Asset Management
New York
$3.52M
NI
316
NYL Investors
New York
$3.51M +$20.9K +200 +0.6%
HIM
317
Hanlon Investment Management
New Jersey
$3.45M
Natixis Advisors
318
Natixis Advisors
Massachusetts
$3.44M +$522K +4,997 +18%
IAG
319
Investment Advisory Group
Massachusetts
$3.42M +$3.54M +33,912 New
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$3.42M +$2.27M +21,733 +213%
BWA
321
Bordeaux Wealth Advisors
California
$3.39M
EFS
322
Essex Financial Services
Connecticut
$3.36M -$357K -3,415 -10%
VPW
323
Vericrest Private Wealth
Pennsylvania
$3.35M +$3.28M +31,353 New
JIC
324
Johnson Investment Counsel
Ohio
$3.29M +$156K +1,495 +5%
FFA
325
First Foundation Advisors
California
$3.26M -$41.8K -400 -1%

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.