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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
MGIA
426
Moneta Group Investment Advisors
Missouri
$2.87M -$216K -1,788 -7%
BFA
427
Buttonwood Financial Advisors
Maryland
$2.87M +$18.3K +151 +0.7%
TF
428
Tenon Financial
New Jersey
$2.83M
TC
429
TownSquare Capital
Utah
$2.83M -$43.3K -358 -2%
AWMG
430
Alliance Wealth Management Group
New Jersey
$2.83M +$187K +1,543 +7%
BRWA
431
B. Riley Wealth Advisors
Florida
$2.82M -$95.6K -790 -3%
SHFA
432
SC&H Financial Advisors
Maryland
$2.81M +$1.21K +10 +0%
KFS
433
Kelly Financial Services
Massachusetts
$2.79M -$23.9K -197 -0.9%
AF
434
Advisornet Financial
Minnesota
$2.76M +$219K +1,805 +9%
OFG
435
Oxford Financial Group
Indiana
$2.73M -$2.06K -17 -0.1%
GF
436
Gries Financial
Ohio
$2.7M -$13.4K -111 -0.5%
FA
437
Fiduciary Alliance
South Carolina
$2.69M +$73.5K +607 +3%
Natixis Advisors
438
Natixis Advisors
Massachusetts
$2.69M +$341K +2,820 +15%
RWM
439
Ritholtz Wealth Management
New York
$2.67M +$194K +1,601 +8%
AWA
440
Aaron Wealth Advisors
Illinois
$2.67M +$536K +4,424 +26%
SFG
441
Snider Financial Group
Washington
$2.66M +$47.9K +396 +2%
AM
442
AGF Management
Ontario, Canada
$2.66M
RLWM
443
RF&L Wealth Management
Massachusetts
$2.66M -$23.6K -195 -0.9%
PFM
444
Phillips Financial Management
Indiana
$2.62M +$120K +990 +5%
SWP
445
ShoreHaven Wealth Partners
New Jersey
$2.62M +$629K +5,195 +33%
IWM
446
IHT Wealth Management
Illinois
$2.62M +$100K +827 +4%
AWM
447
Able Wealth Management
New Jersey
$2.62M -$4.6K -38 -0.2%
EWA
448
EP Wealth Advisors
California
$2.62M +$328K +2,710 +15%
MWM
449
Maltin Wealth Management
New Jersey
$2.6M -$8.84K -73 -0.4%
NB
450
Northwest Bancshares
Pennsylvania
$2.6M -$9.93K -82 -0.4%

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.