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iShares Core S&P Total US Stock Market ETF
ITOT

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: 113 → 135 (+22)

16% more capital invested

Capital invested by funds: $24.7B → $28.8B (+$4.04B)

14% more funds holding

Funds holding: 871 → 994 (+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

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$256M
2
BlackRock
BlackRock
New York
+$246M
3
PCA
Personal Capital Advisors
California
+$67.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$65.5M
5
DCM
Disciplina Capital Management
Tennessee
+$64.5M

Top Sellers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
-$123M
2
MFRM
Milliman Financial Risk Management
Illinois
-$107M
3
Stifel Financial
Stifel Financial
Missouri
-$74.8M
4
E
Ergoteles
New York
-$43.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$41.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
26
Disciplina Capital Management
Tennessee
$175M +$64.5M +616,845 +60%
UBS Group
27
UBS Group
Switzerland
$171M +$11.7M +112,146 +8%
NB
28
Norinchukin Bank
Japan
$169M – – –
PCA
29
Personal Capital Advisors
California
$167M +$67.9M +649,381 +72%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$154M +$6.81M +65,176 +5%
BP
31
Ballentine Partners
Massachusetts
$147M +$8.89M +85,039 +7%
AF
32
Allworth Financial
California
$138M +$15.8M +151,113 +13%
VA
33
Valmark Advisers
Ohio
$132M +$7.13M +68,205 +6%
Creative Planning
34
Creative Planning
Kansas
$114M +$50.2M +480,729 +82%
CI
35
Cigna Investments
Connecticut
$109M -$2.38M -22,780 -2%
CCA
36
Cobblestone Capital Advisors
New York
$107M -$1.15M -10,973 -1%
HighTower Advisors
37
HighTower Advisors
Illinois
$103M +$90K +861 +0.1%
OBWP
38
O'Brien Wealth Partners
Massachusetts
$95.5M -$1.15M -11,002 -1%
AC
39
Allstate Corporation
Illinois
$92.6M -$22.8M -218,390 -20%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$92.1M +$3.58M +34,292 +4%
EK
41
Evensky & Katz
Florida
$87.5M +$7.33M +70,113 +9%
HWA
42
Heritage Wealth Advisors
Virginia
$86.7M -$141K -1,345 -0.2%
Mariner
43
Mariner
Kansas
$85.7M +$3.99M +38,203 +5%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$85.4M +$4.38M +41,949 +6%
KFAA
45
Klaas Financial Asset Advisors
Illinois
$84.8M +$2.83M +27,051 +4%
DPIM
46
Duff & Phelps Investment Management
Illinois
$81M – – –
LPT
47
Legacy Private Trust
Wisconsin
$80.8M +$21.5M +205,565 +37%
JIP
48
Jaffetilchin Investment Partners
Florida
$73.8M +$1.87M +17,844 +3%
LFA
49
Legacy Financial Advisors
Kentucky
$72.4M +$1.78M +17,024 +3%
IOOF
50
Independent Order of Foresters
Ontario, Canada
$72.1M – – –
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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.