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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
MPCL
451
My Personal CFO LLC
Washington
$1.31M +$1.28M +12,223 New
SFS
452
Sowell Financial Services
Arkansas
$1.3M +$1.27M +12,143 New
TW
453
Transform Wealth
Colorado
$1.29M -$67K -641 -5%
WCFA
454
Walkner Condon Financial Advisors
Wisconsin
$1.28M +$193K +1,846 +18%
MGIA
455
Moneta Group Investment Advisors
Missouri
$1.26M -$732 -7 -0.1%
Brown Advisory
456
Brown Advisory
Maryland
$1.25M +$83.9K +803 +7%
CWA
457
Clarus Wealth Advisors
Arizona
$1.25M -$1.14M -10,864 -48%
AA
458
Advisory Alpha
Michigan
$1.25M -$5.33K -51 -0.4%
GL
459
Graypoint LLC
New York
$1.25M
OSAM
460
O'Shaughnessy Asset Management
Connecticut
$1.25M
CWS
461
Cypress Wealth Services
California
$1.24M -$111K -1,062 -8%
VFA
462
Valeo Financial Advisors
Indiana
$1.24M +$13.4K +128 +1%
BFC
463
Blue Fin Capital
Rhode Island
$1.24M +$75.7K +724 +7%
FCM
464
Fourpath Capital Management
Oklahoma
$1.24M +$1.21M +11,559 New
MGIA
465
Matthew Goff Investment Advisor
Texas
$1.23M +$1.57K +15 +0.1%
CFD
466
Creative Financial Designs
Indiana
$1.22M +$177K +1,693 +17%
CA
467
Clearstead Advisors
Ohio
$1.21M +$40.7K +389 +4%
CAM
468
Concorde Asset Management
Michigan
$1.21M -$168K -1,611 -12%
PFPT
469
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.18M +$545K +5,217 +89%
SC
470
Savant Capital
Illinois
$1.17M -$20.6K -197 -2%
FWM
471
ForthRight Wealth Management
Georgia
$1.17M -$57.2K -547 -5%
CFA
472
Cahill Financial Advisors
Minnesota
$1.15M -$108K -1,033 -9%
PPW
473
Pinnacle Private Wealth
Massachusetts
$1.14M +$1.11M +10,641 New
WOSD
474
WFA of San Diego
California
$1.14M -$56.5K -541 -5%
ACI
475
Alpha Cubed Investments
California
$1.13M -$150K -1,434 -12%

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.