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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
CMS
401
Capital Market Strategies
Florida
$3.32M +$24.3K +201 +0.8%
TFM
402
TFC Financial Management
Massachusetts
$3.31M -$5.81K -48 -0.2%
JIC
403
Joel Isaacson & Co
New York
$3.28M +$29.3K +242 +0.9%
MFG
404
Merit Financial Group
Georgia
$3.27M -$1.96M -16,155 -38%
NEWAS
405
N.E.W. Advisory Services
Wisconsin
$3.24M +$498K +4,113 +19%
CFO
406
Callan Family Office
Pennsylvania
$3.22M +$129K +1,065 +4%
CIA
407
Choate Investment Advisors
Massachusetts
$3.22M -$12.1K -100 -0.4%
BPWM
408
Badgley Phelps Wealth Managers
Washington
$3.2M +$123K +1,012 +4%
AWM
409
Avior Wealth Management
Nebraska
$3.16M -$922K -7,613 -23%
SMA
410
Sage Mountain Advisors
Georgia
$3.16M -$28.5K -235 -0.9%
PAS
411
Park Avenue Securities
New York
$3.15M -$138K -1,139 -4%
Brown Advisory
412
Brown Advisory
Maryland
$3.14M +$183K +1,514 +6%
CPC
413
Consolidated Planning Corp
Georgia
$3.13M
SMWM
414
Silvia McColl Wealth Management
California
$3.12M
JFG
415
Jefferies Financial Group
New York
$3.09M +$605 +5 +0%
RCM
416
Regency Capital Management
Hawaii
$3.06M +$1.89M +15,582 +177%
WAP
417
Wealthcare Advisory Partners
Pennsylvania
$3.05M -$364K -3,006 -11%
SIC
418
Samalin Investment Counsel
New York
$3.02M -$17.4K -144 -0.6%
TIAA Trust, National Association
419
TIAA Trust, National Association
North Carolina
$3M +$210K +1,737 +8%
RFG
420
RFP Financial Group
Georgia
$2.97M +$43.8K +362 +2%
SI
421
Stephens Inc
Arkansas
$2.95M
AL
422
Aspiriant LLC
California
$2.93M
QPWM
423
Quadrant Private Wealth Management
Pennsylvania
$2.91M -$48.8K -403 -2%
MMA
424
Miracle Mile Advisors
California
$2.9M -$699K -5,777 -20%
GA
425
GSG Advisors
New Jersey
$2.9M +$1.06M +8,748 +60%

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.