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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
WCM
301
Wealthcare Capital Management
Virginia
$6.53M -$901K -7,438 -13%
PFA
302
Pettinga Financial Advisors
Indiana
$6.5M -$484 -4 -0%
HWM
303
Hassell Wealth Management
Louisiana
$6.46M +$73.6K +608 +1%
WHG
304
Westwood Holdings Group
Texas
$6.4M
FCIM
305
Fairview Capital Investment Management
California
$6.4M -$23.6K -195 -0.4%
ST
306
Smithfield Trust
Pennsylvania
$6.37M +$4.98M +41,125 +429%
CP
307
Capital Planning
Washington
$6.32M -$16.5K -136 -0.3%
AAG
308
Avalon Advisory Group
Pennsylvania
$6.32M -$98.4K -813 -2%
HSA
309
HBK Sorce Advisory
Pennsylvania
$6.31M -$554K -4,576 -8%
EWM
310
Endowment Wealth Management
Wisconsin
$6.28M +$12.3K +102 +0.2%
TSWM
311
Tyler-Stone Wealth Management
Ohio
$6.27M +$2.97M +24,495 +96%
DA
312
Doliver Advisors
Texas
$6.24M -$300K -2,482 -5%
SCM
313
SCS Capital Management
Massachusetts
$6.21M
CA
314
Claris Advisors
Missouri
$6.15M +$984K +8,128 +20%
FHC
315
First Heartland Consultants
Missouri
$6.13M -$335K -2,766 -5%
CPIG
316
Chicago Partners Investment Group
Illinois
$6.09M -$152K -1,254 -3%
PI
317
PFG Investments
New York
$6.07M +$4.35M +35,971 +291%
GM
318
GeoWealth Management
Illinois
$6.06M +$246K +2,035 +4%
DIA
319
Davidson Investment Advisors
Montana
$5.98M +$5.76M +47,609 New
GA
320
Gateway Advisory
New Jersey
$5.96M -$62.5K -516 -1%
CFGS
321
Concourse Financial Group Securities
Alabama
$5.91M -$2.02M -16,703 -26%
DAS
322
Dynamic Advisor Solutions
Arizona
$5.82M -$30.3K -250 -0.5%
TFGT
323
TS Financial Group (TSFG)
Illinois
$5.79M +$90.7K +749 +2%
JF
324
JSF Financial
California
$5.78M -$203K -1,674 -4%
QCM
325
Quantinno Capital Management
New York
$5.73M +$3.98M +32,860 +257%

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.