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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
LW
326
Libra Wealth
California
$3.26M +$4.44M +42,453 New
NFG
327
Nations Financial Group
Iowa
$3.25M +$941 +9 +0%
GT
328
Glenview Trust
Kentucky
$3.25M +$116K +1,108 +4%
CA
329
Claar Advisors
New York
$3.21M
OPWM
330
Oakwell Private Wealth Management
Texas
$3.16M +$107K +1,020 +4%
CA
331
Calton & Associates
Florida
$3.15M -$17.9M -170,975 -85%
Franklin Resources
332
Franklin Resources
California
$3.11M -$2.93K -28 -0.1%
GG
333
Gofen & Glossberg
Illinois
$3.09M +$31.5K +301 +1%
MBT
334
Montecito Bank & Trust
California
$3.06M -$152K -1,457 -5%
First Manhattan
335
First Manhattan
New York
$3.05M -$38.7K -370 -1%
SG
336
StoneX Group
New York
$3.04M +$119K +1,140 +4%
DWM
337
Dakota Wealth Management
Florida
$2.94M -$102K -974 -3%
USCWA
338
U.S. Capital Wealth Advisors
Texas
$2.92M +$2.86M +27,327 New
HSA
339
HBK Sorce Advisory
Pennsylvania
$2.92M +$318K +3,045 +13%
WANY
340
Wealthspire Advisors (New York)
New York
$2.87M -$173K -1,658 -6%
Wealth Enhancement Advisory Services
341
Wealth Enhancement Advisory Services
Minnesota
$2.85M +$732 +7 +0%
PA
342
PFG Advisors
Arizona
$2.84M +$465K +4,446 +20%
SHWM
343
Silicon Hills Wealth Management
Texas
$2.83M -$81.4K -779 -3%
CMS
344
Capital Market Strategies
Florida
$2.8M +$2.73M +26,143 New
SHFA
345
SC&H Financial Advisors
Maryland
$2.79M +$2.73M +26,127 New
BFEC
346
Benjamin F. Edwards & Company
Missouri
$2.78M +$290K +2,771 +12%
APA
347
American Portfolios Advisors
New York
$2.73M -$1.34M -12,773 -33%
PTB
348
Pioneer Trust Bank
Oregon
$2.67M -$209K -2,000 -7%
WCM
349
Windham Capital Management
Massachusetts
$2.65M
QCIG
350
Quad-Cities Investment Group
Iowa
$2.64M +$16.2K +155 +0.6%

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.