iShares Core S&P Total US Stock Market ETF
ITOT
1,073 hedge funds and large institutions have $26B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 349 increasing their positions, 390 reducing their positions, and 57 closing their positions.
813% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $1.24M
14% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 57
0% less funds holding
Funds holding: 1,074 → 1,073 (-1)
0.71% less ownership
Funds ownership: 60.72% → 60.02% (-0.71%)
4% less capital invested
Capital invested by funds: $27B → $26B (-$1B)
1% less funds holding in top 10
Funds holding in top 10: 142 → 140 (-2)
11% less repeat investments, than reductions
Existing positions increased: 349 | Existing positions reduced: 390
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$924M |
| 2 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$244M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
+$123M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$106M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$61.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$177M |
| 2 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
-$116M |
| 3 |
AT
American Trust
Lexington,
Kentucky
|
-$58.5M |
| 4 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$55.6M |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$22.9M |
ITOT Hedge Fund Activity: Q3 2023 in Review
1,073 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2023, worth a combined $26B — down 3.7% from $27B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new ITOT positions and 57 closed out — a net gain of 8 holders — while 349 added to existing stakes and 390 trimmed.
The largest buyer was Charles Schwab, adding an estimated $924M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $177M.
- 1,073 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2023, down from 1,074 in Q2 2023.
- Funds reported $26B of iShares Core S&P Total US Stock Market ETF stock for Q3 2023, down 3.7% quarter-over-quarter.
- 65 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2023 and 57 closed out, a net change of +8 holders.
- The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2023 was Charles Schwab, an estimated $924M added.
- The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $177M sold.
Based on aggregated 13F filings for Q3 2023.