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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
HI
326
Hudock Inc
Pennsylvania
$5.7M -$57.1K -472 -1%
PS
327
Principal Securities
Iowa
$5.61M +$15.7K +130 +0.3%
FWCM
328
Ferguson Wellman Capital Management
Oregon
$5.55M -$363 -3 -0%
TFCP
329
Twin Focus Capital Partners
Massachusetts
$5.53M +$87.7K +724 +2%
MFA
330
Morling Financial Advisors
California
$5.52M
NFG
331
Nations Financial Group
Iowa
$5.52M +$28.3K +234 +0.5%
SSWM
332
Sheets Smith Wealth Management
North Carolina
$5.46M -$45K -372 -0.8%
BOH
333
Bank of Hawaii
Hawaii
$5.43M -$521K -4,302 -9%
SPI
334
Sutton Place Investors
New York
$5.39M -$69.5K -574 -1%
FWP
335
FAS Wealth Partners
Kansas
$5.36M +$30.3K +250 +0.6%
National Bank of Canada
336
National Bank of Canada
Quebec, Canada
$5.36M +$3.94M +32,570 +324%
FPW
337
Flagship Private Wealth
Massachusetts
$5.33M +$154K +1,268 +3%
VCM
338
Vivaldi Capital Management
Illinois
$5.27M -$860K -7,100 -14%
JIC
339
Johnson Investment Counsel
Ohio
$5.25M +$675K +5,576 +15%
RCS
340
Retirement Capital Strategies
California
$5.24M -$215K -1,775 -4%
FCA
341
FinTrust Capital Advisors
South Carolina
$5.15M +$121 +1 +0%
MA
342
MBA Advisors
Pennsylvania
$5.06M -$3.6M -29,733 -42%
Franklin Resources
343
Franklin Resources
California
$5.04M -$67.2K -555 -1%
CWG
344
Cornerstone Wealth Group
North Carolina
$5.03M +$4.85M +40,050 New
BWM
345
BlackDiamond Wealth Management
New York
$4.96M -$166K -1,368 -4%
IAG
346
Investment Advisory Group
Massachusetts
$4.94M -$726 -6 -0%
SCA
347
Snowden Capital Advisors
New York
$4.93M +$189K +1,562 +4%
AWM
348
Accurate Wealth Management
Florida
$4.87M -$399K -3,298 -8%
CNBT
349
Canandaigua National Bank & Trust
New York
$4.84M +$4.66M +38,491 New
FWM
350
Fonville Wealth Management
Virginia
$4.8M

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.