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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
VIP
326
Viewpoint Investment Partners
Alberta, Canada
$2.27M
Cerity Partners
327
Cerity Partners
New York
$2.26M +$97.6K +965 +4%
DE
328
Day & Ennis
Georgia
$2.25M +$39.4K +390 +2%
CWA
329
Clarus Wealth Advisors
Arizona
$2.25M +$144K +1,426 +7%
LI
330
LVZ Inc
Michigan
$2.23M +$81.6K +807 +4%
IFG
331
Independent Financial Group
California
$2.23M +$179K +1,774 +8%
BFA
332
Beacon Financial Advisory
Ohio
$2.23M +$155K +1,535 +7%
FAIM
333
Financial Advocates Investment Management
Washington
$2.23M +$193K +1,904 +9%
RIA
334
Realta Investment Advisors
Delaware
$2.22M +$33K +326 +1%
MFA
335
Mayflower Financial Advisors
Massachusetts
$2.2M -$62.6K -619 -3%
HWM
336
Hemington Wealth Management
Virginia
$2.19M -$55.8K -552 -2%
GEA
337
Glen Eagle Advisors
New Jersey
$2.18M +$421K +4,165 +23%
AL
338
Aspiriant LLC
California
$2.18M -$17.5K -173 -0.8%
PA
339
PFG Advisors
Arizona
$2.18M +$1.5M +14,856 +204%
OIA
340
OneDigital Investment Advisors
Kansas
$2.18M +$22.1K +219 +1%
WFA
341
Wade Financial Advisory
California
$2.17M -$18K -178 -0.8%
FNBTCON
342
First National Bank & Trust Co of Newtown
Pennsylvania
$2.16M
MWM
343
Maltin Wealth Management
New Jersey
$2.13M +$70.9K +701 +3%
ZIC
344
ZWJ Investment Counsel
Georgia
$2.09M -$28.4K -281 -1%
VPIM
345
Vanguard Personalized Indexing Management
California
$2.08M
KA
346
Kovack Advisors
Florida
$2.07M -$44.7K -442 -2%
AW
347
ACG Wealth
Georgia
$2.03M -$12.2K -121 -0.6%
SI
348
Stephens Inc
Arkansas
$2.03M +$2.08M +20,603 New
FC
349
Ferris Capital
Massachusetts
$2.01M +$1.91M +18,904 New
FPCG
350
Fort Pitt Capital Group
Pennsylvania
$1.97M -$2.48M -24,560 -55%

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.