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iShares Core S&P Total US Stock Market ETF

994 hedge funds and large institutions have $28.8B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 371 increasing their positions, 270 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 40

80% more call options, than puts

Call options by funds: $11M | Put options by funds: $6.11M

37% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 270

19% more funds holding in top 10

Funds holding in top 10: 113135 (+22)

16% more capital invested

Capital invested by funds: $24.7B → $28.8B (+$4.04B)

14% more funds holding

Funds holding: 871994 (+123)

0.93% more ownership

Funds ownership: 60.91%61.84% (+0.93%)

Holders
994
Holders Change
+123
Holders Change %
+14.12%
% of All Funds
15.3%
Holding in Top 10
135
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+19.47%
% of All Funds
2.08%
New
177
Increased
371
Reduced
270
Closed
40
Calls
$11M
Puts
$6.11M
Net Calls
+$4.9M
Net Calls Change
-$5.72M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
Modera Wealth Management
New Jersey
$1.54M
FTUS
427
Flow Traders U.S.
New York
$1.53M -$4.06M -38,831 -73%
IWP
428
Icon Wealth Partners
Texas
$1.52M
PP
429
Palladium Partners
Virginia
$1.51M +$51.7K +495 +4%
CA
430
Centerpoint Advisors
Massachusetts
$1.49M -$178K -1,702 -11%
EWM
431
EPG Wealth Management
Georgia
$1.49M -$14.5K -139 -1%
CPO
432
Cerity Partners OCIO
New York
$1.48M -$603K -5,768 -29%
JF
433
JSF Financial
California
$1.48M -$8.57K -82 -0.6%
LWM
434
Laidlaw Wealth Management
New York
$1.48M +$1.44M +13,806 New
MWP
435
Meridian Wealth Partners
Pennsylvania
$1.48M +$1.15K +11 +0.1%
LNC
436
Lincoln National Corp
Pennsylvania
$1.47M -$4.7K -45 -0.3%
QPWM
437
Quadrant Private Wealth Management
Pennsylvania
$1.44M +$606K +5,795 +76%
WIA
438
World Investment Advisors
California
$1.43M +$498K +4,767 +50%
PIMG
439
Patriot Investment Management Group
Tennessee
$1.43M +$18.7K +179 +1%
PFM
440
Peak Financial Management
Massachusetts
$1.43M +$40.7K +389 +3%
SIC
441
Samalin Investment Counsel
New York
$1.42M +$70.9K +678 +5%
DADC
442
D.A. Davidson & Co
Montana
$1.42M +$612K +5,852 +79%
FF
443
FourThought Financial
Florida
$1.42M
AF
444
Advisornet Financial
Minnesota
$1.41M +$922K +8,818 +201%
ARC
445
Advisor Resource Council
Texas
$1.38M +$1.35M +12,870 New
WAL
446
W Advisors LLC
Tennessee
$1.37M +$1.34M +12,781 New
IAN
447
Integrated Advisors Network
Texas
$1.34M -$179K -1,710 -12%
CSWM
448
Cassady Schiller Wealth Management
Ohio
$1.33M +$1.3M +12,443 New
MWM
449
Merriman Wealth Management
Washington
$1.33M
LFAS
450
Level Four Advisory Services
Texas
$1.32M +$1.29M +12,321 New

ITOT Hedge Fund Activity: Q4 2021 in Review

994 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2021, worth a combined $28.8B — up 16% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new ITOT positions and 40 closed out — a net gain of 137 holders — while 371 added to existing stakes and 270 trimmed.

The largest buyer was Wells Fargo, adding an estimated $256M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $123M.

  • 994 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2021, up from 871 in Q3 2021.
  • Funds reported $28.8B of iShares Core S&P Total US Stock Market ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 177 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2021 and 40 closed out, a net change of +137 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2021 was Wells Fargo, an estimated $256M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.