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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
AAP
376
Arax Advisory Partners
Colorado
$4.03M -$54K -446 -1%
KAM
377
Kraft Asset Management
Tennessee
$4.02M -$279K -2,306 -7%
Legacy Financial Group (Iowa)
378
Legacy Financial Group (Iowa)
Iowa
$3.99M +$92.5K +764 +2%
PTC
379
Private Trust Company
Ohio
$3.97M -$17.9K -148 -0.5%
SIC
380
Sigma Investment Counselors
Michigan
$3.97M +$111K +919 +3%
GEA
381
Glen Eagle Advisors
New Jersey
$3.92M -$38.4K -317 -1%
TWP
382
TFO Wealth Partners
Ohio
$3.92M +$27.2K +225 +0.7%
MBT
383
Montecito Bank & Trust
California
$3.82M -$145K -1,201 -4%
IC
384
IEQ Capital
California
$3.81M +$428K +3,535 +13%
Citigroup
385
Citigroup
New York
$3.79M +$319K +2,633 +10%
PFS
386
Prospera Financial Services
Texas
$3.79M +$373K +3,082 +11%
CIAS
387
CFS Investment Advisory Services
New Jersey
$3.75M +$191K +1,581 +6%
HIM
388
Hanlon Investment Management
New Jersey
$3.73M
MWM
389
Modern Wealth Management
Kansas
$3.69M +$363K +2,995 +11%
GIA
390
Gladstone Institutional Advisory
Florida
$3.67M +$20.7K +171 +0.6%
SPA
391
Sentinel Pension Advisors
Massachusetts
$3.65M -$619K -5,113 -15%
WPC
392
Wedmont Private Capital
Pennsylvania
$3.64M -$9.08K -75 -0.3%
Bessemer Group
393
Bessemer Group
New Jersey
$3.6M +$59.4K +491 +2%
CFG
394
Carr Financial Group
Massachusetts
$3.58M +$534K +4,411 +18%
SIAS
395
Summit Investment Advisory Services
Minnesota
$3.51M +$3.38M +27,951 New
DPI
396
Diversified Portfolios Inc
Michigan
$3.51M +$341K +2,820 +11%
FAM
397
Forte Asset Management
New York
$3.45M +$13K +107 +0.4%
SFS
398
Symphony Financial Services
Ohio
$3.41M -$605 -5 -0%
GJIA
399
Glass Jacobson Investment Advisors
Maryland
$3.36M -$41.4K -342 -1%
PA
400
PFG Advisors
Arizona
$3.32M -$37.7K -311 -1%

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.