ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

1,173 hedge funds and large institutions have $31.1B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 449 increasing their positions, 364 reducing their positions, and 57 closing their positions.

Holders
1,173
Holders Change
+104
Holders Change %
+9.73%
% of All Funds
17.2%
Holding in Top 10
158
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.86%
% of All Funds
2.32%
New
181
Increased
449
Reduced
364
Closed
57
Calls
$22M
Puts
$3.49M
Net Calls
+$18.5M
Net Calls Change
+$8.43M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.26B
2
BlackRock
2
BlackRock
New York
$4.4B
3
MFIM
3
Mesirow Financial Investment Management
Illinois
$96.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$453M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$273M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$898M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$171M
3
TLIC
3
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$228M
5
SW
5
SVB Wealth
Massachusetts
$40.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FNBTCON
451
First National Bank & Trust Co of Newtown
Pennsylvania
$2.16M 20,560 +190 +0.9%
ABC
452
Associated Banc-Corp
Wisconsin
$2.16M 20,534 +756 +4%
MGIA
453
Moneta Group Investment Advisors
Missouri
$2.16M 20,499 +12,979 +173%
TA
454
TKG Advisors
Indiana
$2.16M 20,482 +3 +0%
NEWAS
455
N.E.W. Advisory Services
Wisconsin
$2.15M 20,470 +586 +3%
QCIG
456
Quad-Cities Investment Group
Iowa
$2.11M 20,162 +214 +1%
KOMWMG
457
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.11M 20,073 -1,104 -5%
SWM
458
Spire Wealth Management
Virginia
$2.11M 19,863 +3,887 +24%
SC
459
Sinecera Capital
Texas
$2.11M 20,031 -1,805 -8%
RWM
460
Ritholtz Wealth Management
New York
$2.11M 20,028 +950 +5%
ZIC
461
ZWJ Investment Counsel
Georgia
$2.09M 19,862 -56 -0.3%
MFA
462
Mayflower Financial Advisors
Massachusetts
$2.07M 19,707 +234 +1%
CFO
463
Callan Family Office
Pennsylvania
$2.07M 19,669 -871 -4%
MWM
464
Maltin Wealth Management
New Jersey
$2.07M 19,644 -442 -2%
VFA
465
Valeo Financial Advisors
Indiana
$2.06M 19,622 +226 +1%
PP
466
Prosperity Planning
Missouri
$2.06M 19,601 -96 -0.5%
FA
467
Fiduciary Alliance
South Carolina
$2.05M 19,525 -390 -2%
LNC
468
Lincoln National Corp
Pennsylvania
$2.05M 19,463 -513 -3%
AWM
469
Adams Wealth Management
Utah
$2.04M 19,425 -9,280 -32%
BIP
470
Blueprint Investment Partners
North Carolina
$2.01M 19,065 +207 +1%
IAS
471
Insigneo Advisory Services
Florida
$2M 19,024 -958 -5%
FMII
472
Farmers & Merchants Investments Inc
Nebraska
$2M 18,981 +4 +0%
AWMG
473
Alliance Wealth Management Group
New Jersey
$1.97M 18,729 +18,729 New
AWA
474
Aaron Wealth Advisors
Illinois
$1.96M 18,617 +5 +0%
RLWM
475
RF&L Wealth Management
Massachusetts
$1.95M 18,554 -1,028 -5%
17 18
19
20 21