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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
FAIM
451
Financial Advocates Investment Management
Washington
$2.58M +$184K +1,519 +11%
TA
452
TKG Advisors
Indiana
$2.57M +$121 +1 +0%
CCWM
453
Correct Capital Wealth Management
Missouri
$2.57M +$936K +7,732 +61%
GPWA
454
Great Point Wealth Advisors
Massachusetts
$2.55M -$28.1K -232 -1%
IAS
455
Insigneo Advisory Services
Florida
$2.54M +$2.54K +21 +0.1%
AWM
456
Apollon Wealth Management
South Carolina
$2.54M -$314K -2,597 -11%
FNBTCON
457
First National Bank & Trust Co of Newtown
Pennsylvania
$2.5M -$98.7K -815 -4%
QCIG
458
Quad-Cities Investment Group
Iowa
$2.49M -$4.84K -40 -0.2%
TWA
459
Talisman Wealth Advisors
New Jersey
$2.49M -$112K -927 -4%
MA
460
Mutual Advisors
Nebraska
$2.45M +$61.4K +507 +3%
VCM
461
Virtue Capital Management
Tennessee
$2.4M -$525K -4,333 -18%
CFP
462
Cascade Financial Partners
California
$2.4M -$39.1K -323 -2%
MFA
463
Mayflower Financial Advisors
Massachusetts
$2.38M +$58.4K +482 +3%
ZIC
464
ZWJ Investment Counsel
Georgia
$2.33M +$19.4K +160 +0.9%
M&T Bank
465
M&T Bank
New York
$2.32M
SFG
466
Sage Financial Group
Pennsylvania
$2.3M +$121 +1 +0%
EW
467
Evoke Wealth
California
$2.29M +$2.2M +18,191 New
CIA
468
Concurrent Investment Advisors
Florida
$2.28M +$167K +1,378 +8%
GP
469
Greenline Partners
New York
$2.27M -$240K -1,983 -10%
PP
470
Prosperity Planning
Missouri
$2.25M -$184K -1,523 -8%
TWG
471
The Wealth Group
Minnesota
$2.22M -$45.8K -378 -2%
SPWM
472
Schrum Private Wealth Management
Florida
$2.2M +$619K +5,110 +41%
SFG
473
Sowa Financial Group
Rhode Island
$2.2M -$109K -897 -5%
CA
474
Claro Advisors
Massachusetts
$2.2M +$136K +1,124 +7%
ABC
475
Associated Banc-Corp
Wisconsin
$2.2M -$164K -1,356 -7%

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.