ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

1,071 hedge funds and large institutions have $27B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 378 increasing their positions, 411 reducing their positions, and 39 closing their positions.

Holders
1,071
Holders Change
+21
Holders Change %
+2%
% of All Funds
16.89%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
2.24%
New
66
Increased
378
Reduced
411
Closed
39
Calls
$14.7M
Puts
$1.04M
Net Calls
+$13.6M
Net Calls Change
+$4.15M

Top Buyers

1
SWM
1
SigFig Wealth Management
California
$359M
2
RCG
2
Rock Creek Group
District of Columbia
$156M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$349M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$157M
5
Cerity Partners
5
Cerity Partners
New York
$223M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$139M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$1.45B
3
Wells Fargo
3
Wells Fargo
California
$4.69B
4
Betterment LLC
4
Betterment LLC
New York
$1.31B
5
CAM
5
Cresset Asset Management
Illinois
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
351
Spire Wealth Management
Virginia
$2.95M 30,158 -270 -0.9%
CPC
352
Consolidated Planning Corp
Georgia
$2.94M 30,037 -863 -3%
EWM
353
Endowment Wealth Management
Wisconsin
$2.93M 29,918 +107 +0.4%
TGAM
354
TBH Global Asset Management
Tennessee
$2.91M 29,741 -4,221 -12%
OIA
355
OneDigital Investment Advisors
Kansas
$2.91M 29,709 -111 -0.4%
CIAS
356
CFS Investment Advisory Services
New Jersey
$2.87M 29,288 +29,288 New
AWM
357
Adams Wealth Management
Utah
$2.83M 28,962 -2,524 -8%
PA
358
PFG Advisors
Arizona
$2.82M 28,848 +228 +0.8%
WWM
359
Windsor Wealth Management
Indiana
$2.81M 28,721 -3,658 -11%
WPC
360
Wedmont Private Capital
Pennsylvania
$2.81M 28,277 +3,751 +15%
CP
361
Capital Planning
Washington
$2.81M 28,677 -245 -0.8%
WWM
362
Western Wealth Management
Colorado
$2.78M 28,423 -920 -3%
AWM
363
Apollon Wealth Management
South Carolina
$2.77M 28,304 -2,376 -8%
SIAS
364
Summit Investment Advisory Services
Minnesota
$2.72M 27,841 -144 -0.5%
PNC Financial Services Group
365
PNC Financial Services Group
Pennsylvania
$2.71M 27,737 -1,868 -6%
RA
366
RFG Advisory
Alabama
$2.71M 27,699 -4,016 -13%
TFO
367
Tarbox Family Office
California
$2.7M 27,608 -1,042 -4%
STA
368
Summit Trail Advisors
New York
$2.7M 27,595 – –
C
369
Certuity
Florida
$2.67M 27,274 +2,119 +8%
VFP
370
Verus Financial Partners
Virginia
$2.66M 26,435 +77 +0.3%
TFM
371
TFC Financial Management
Massachusetts
$2.66M 27,151 +1,247 +5%
BCPWM
372
Bradley & Co Private Wealth Management
Florida
$2.65M 27,034 – –
CFG
373
Carr Financial Group
Massachusetts
$2.64M 26,979 +378 +1%
FAM
374
Forte Asset Management
New York
$2.63M 26,890 -107 -0.4%
IWM
375
IHT Wealth Management
Illinois
$2.63M 26,878 -13,552 -34%
13 14
15
16 17