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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
UBS Group
26
UBS Group
Switzerland
$146M -$32.3M -319,233 -18%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$135M +$6.44M +63,717 +5%
BP
28
Ballentine Partners
Massachusetts
$127M -$641K -6,341 -0.5%
VA
29
Valmark Advisers
Ohio
$115M +$4.1M +40,542 +4%
AF
30
Allworth Financial
California
$112M -$504K -4,985 -0.4%
AC
31
Allstate Corporation
Illinois
$107M -$8.39M -82,990 -7%
CI
32
Cigna Investments
Connecticut
$102M -$3.2M -31,656 -3%
DCM
33
Disciplina Capital Management
Tennessee
$101M +$39.1M +386,782 +61%
CCA
34
Cobblestone Capital Advisors
New York
$99.1M +$2.59M +25,653 +3%
OBWP
35
O'Brien Wealth Partners
Massachusetts
$94.9M +$353K +3,488 +0.4%
HighTower Advisors
36
HighTower Advisors
Illinois
$94.3M +$5.51M +54,535 +6%
PCA
37
Personal Capital Advisors
California
$89.1M +$79.2M +783,480 +644%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$81.3M -$2.47M -24,458 -3%
HWA
39
Heritage Wealth Advisors
Virginia
$79.9M -$459K -4,535 -0.6%
KFAA
40
Klaas Financial Asset Advisors
Illinois
$75.3M +$3.31M +32,734 +4%
Mariner
41
Mariner
Kansas
$75.1M +$40.6M +401,257 +111%
DPIM
42
Duff & Phelps Investment Management
Illinois
$74.5M
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$74.4M +$5.07M +50,186 +7%
EK
44
Evensky & Katz
Florida
$73.6M +$6.98M +69,038 +10%
BCI
45
Brinker Capital Investments
Pennsylvania
$68M
IOOF
46
Independent Order of Foresters
Ontario, Canada
$66.3M -$76M -751,607 -53%
Macquarie Group
47
Macquarie Group
Australia
$66.3M -$76M -751,607 -53%
JIP
48
Jaffetilchin Investment Partners
Florida
$66.1M -$66M -652,455 -49%
EPM
49
Elm Partners Management
Pennsylvania
$65.1M -$246K -2,428 -0.4%
LFA
50
Legacy Financial Advisors
Kentucky
$64.9M -$533K -5,270 -0.8%

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.