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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
PI
351
Parkside Investments
Illinois
$1.97M -$200K -1,981 -9%
WH
352
Whitcomb & Hess
Ohio
$1.96M -$91.8K -908 -4%
PP
353
Prosperity Planning
Missouri
$1.94M +$1.52K +15 +0.1%
CPO
354
Cerity Partners OCIO
New York
$1.93M -$607 -6 -0%
FC
355
Financial Consulate
Maryland
$1.93M
IF
356
Ironwood Financial
Arizona
$1.91M +$38.1K +377 +2%
VC
357
Vicus Capital
Pennsylvania
$1.9M -$457K -4,517 -19%
JIC
358
Joel Isaacson & Co
New York
$1.9M
NCM
359
Northwest Capital Management
Oregon
$1.82M +$3.03K +30 +0.2%
OFG
360
Oxford Financial Group
Indiana
$1.8M +$2.73K +27 +0.1%
SAM
361
Satovsky Asset Management
New York
$1.79M +$195K +1,933 +12%
NFG
362
Next Financial Group
Texas
$1.77M -$47.4K -469 -3%
EW
363
Evoke Wealth
California
$1.75M +$101 +1 +0%
HC
364
Hamilton Capital
Ohio
$1.74M
CP
365
Capital Planning
Washington
$1.7M +$268K +2,655 +18%
IC
366
Inverness Counsel
New York
$1.7M
IWN
367
Independent Wealth Network
Iowa
$1.68M +$1.59M +15,721 New
APSP
368
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.67M -$645K -6,378 -27%
DWP
369
Destiny Wealth Partners
Florida
$1.66M
CWM
370
Cahaba Wealth Management
Georgia
$1.64M -$438K -4,329 -21%
TP
371
Tranquility Partners
Tennessee
$1.62M +$64.1K +634 +4%
AIC
372
Archer Investment Corporation
Indiana
$1.57M -$16.9K -167 -1%
KOMWMG
373
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.56M -$11M -108,425 -87%
HIP
374
HUB Investment Partners
Texas
$1.55M +$199K +1,965 +14%
CA
375
Centerpoint Advisors
Massachusetts
$1.54M +$51.7K +511 +3%

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.