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iShares Core S&P Total US Stock Market ETF

871 hedge funds and large institutions have $24.7B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 333 increasing their positions, 272 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

904% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $1.18M

60% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 45

22% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 272

1% more funds holding

Funds holding: 860871 (+11)

2% more capital invested

Capital invested by funds: $24.3B → $24.7B (+$468M)

0.26% more ownership

Funds ownership: 60.65%60.91% (+0.26%)

6% less funds holding in top 10

Funds holding in top 10: 120113 (-7)

Holders
871
Holders Change
+11
Holders Change %
+1.28%
% of All Funds
15.25%
Holding in Top 10
113
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.83%
% of All Funds
1.98%
New
72
Increased
333
Reduced
272
Closed
45
Calls
$11.8M
Puts
$1.18M
Net Calls
+$10.6M
Net Calls Change
-$6.77M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
451
Klingman & Associates
New York
$865K +$21.8K +216 +3%
OC
452
Oppenheimer & Co
New York
$863K -$20.6K -204 -2%
CA
453
Claro Advisors
Massachusetts
$860K -$27.5K -272 -3%
WCG
454
Weaver Consulting Group
California
$855K +$506 +5 +0.1%
CRWM
455
Castle Rock Wealth Management
California
$846K +$11.1K +110 +1%
SC
456
Soundwatch Capital
Connecticut
$833K +$544K +5,377 +174%
WS
457
Wedbush Securities
California
$828K -$84.1K -832 -9%
TF
458
TimeScale Financial
Massachusetts
$811K
PPP
459
Private Portfolio Partners
New Jersey
$811K -$63.2K -625 -7%
CSIC
460
Clifford Swan Investment Counsel
California
$810K
BW
461
Bison Wealth
Georgia
$804K -$1.11M -10,981 -57%
MG
462
Mather Group
Illinois
$804K +$1.31K +13 +0.2%
WCWM
463
Willow Creek Wealth Management
California
$802K
MM
464
Meridian Management
Arkansas
$797K
MOS
465
MGO One Seven
Ohio
$793K -$607 -6 -0.1%
BC
466
Bartlett & Co
Ohio
$793K +$38.5K +381 +5%
BCWM
467
Bartlett & Co Wealth Management
Ohio
$793K +$38.5K +381 +5%
CWC
468
Carolinas Wealth Consulting
North Carolina
$792K -$10.2K -101 -1%
GLA
469
Good Life Advisors
Pennsylvania
$780K -$47.3K -468 -6%
WCM
470
Windsor Capital Management
Arizona
$775K -$55.8K -552 -7%
AIC
471
Ameritas Investment Company
Nebraska
$768K +$52.3K +517 +7%
QPWM
472
Quadrant Private Wealth Management
Pennsylvania
$753K +$119K +1,179 +18%
SWA
473
SFMG Wealth Advisors
Texas
$749K +$94.8K +938 +14%
SWMP
474
Signature Wealth Management Partners
New Jersey
$746K +$39.3K +389 +5%
WAP
475
Wealthcare Advisory Partners
Pennsylvania
$746K +$57.9K +573 +8%

ITOT Hedge Fund Activity: Q3 2021 in Review

871 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2021, worth a combined $24.7B — up 1.9% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ITOT positions and 45 closed out — a net gain of 27 holders — while 333 added to existing stakes and 272 trimmed.

The largest buyer was Wells Fargo, adding an estimated $927M. The largest seller was Stifel Financial, cutting an estimated $106M.

  • 871 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2021, up from 860 in Q2 2021.
  • Funds reported $24.7B of iShares Core S&P Total US Stock Market ETF stock for Q3 2021, up 1.9% quarter-over-quarter.
  • 72 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2021 and 45 closed out, a net change of +27 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2021 was Wells Fargo, an estimated $927M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2021 was Stifel Financial, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2021.