ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

1,050 hedge funds and large institutions have $24.3B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 368 increasing their positions, 412 reducing their positions, and 58 closing their positions.

Holders
1,050
Holders Change
-13
Holders Change %
-1.22%
% of All Funds
16.81%
Holding in Top 10
133
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.64%
% of All Funds
2.13%
New
78
Increased
368
Reduced
412
Closed
58
Calls
$11.8M
Puts
$2.3M
Net Calls
+$9.5M
Net Calls Change
+$293K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$255M
2
Cerity Partners
2
Cerity Partners
New York
$162M
3
Stifel Financial
3
Stifel Financial
Missouri
$267M
4
CS
4
Cisco Systems
California
$319M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$40.8M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
BlackRock
2
BlackRock
New York
$3.61B
3
SWM
3
SigFig Wealth Management
California
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$59.4M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.42B
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$139M 1,533,363 +44,486 +3%
UBS Group
27
UBS Group
Switzerland
$128M 1,410,822 -166,437 -11%
Mariner
28
Mariner
Kansas
$119M 1,317,547 +37,777 +3%
EK
29
Evensky & Katz
Florida
$117M 1,293,266 +382,572 +42%
DCM
30
Disciplina Capital Management
Tennessee
$108M 1,193,632 +31,359 +3%
PP
31
Pegasus Partners
Wisconsin
$102M 1,131,895 +16,873 +2%
CCA
32
Cobblestone Capital Advisors
New York
$98.1M 1,083,614 +8,478 +0.8%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$96.6M 1,066,412 +86,348 +9%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$95.5M 1,054,855 -23,706 -2%
BSW
35
Buckingham Strategic Wealth
Missouri
$94.2M 1,111,433 – –
RCG
36
Rock Creek Group
District of Columbia
$88.7M 901,921 -78,230 -8%
OBWP
37
O'Brien Wealth Partners
Massachusetts
$88.2M 973,641 -19,180 -2%
KFAA
38
Klaas Financial Asset Advisors
Illinois
$87.8M 969,297 +28,560 +3%
HighTower Advisors
39
HighTower Advisors
Illinois
$81M 894,347 -35,289 -4%
LFA
40
Legacy Financial Advisors
Kentucky
$79.5M 878,469 +14,960 +2%
HWM
41
HB Wealth Management
Georgia
$76.1M 839,989 -32,157 -4%
GA
42
Goldstein Advisors
Wisconsin
$72.4M 799,646 +157,143 +24%
DPIM
43
Duff & Phelps Investment Management
Illinois
$68.6M 757,615 – –
CAM
44
Cresset Asset Management
Illinois
$67.1M 740,567 +1,364 +0.2%
LWM
45
LJI Wealth Management
Indiana
$66.1M 730,132 +47,108 +7%
UWPG
46
Ullmann Wealth Partners Group
Florida
$65.5M 723,563 -7,206 -1%
JBA
47
Johnson Bixby & Associates
Washington
$64.6M 713,487 +105,583 +17%
ZF
48
Zhang Financial
Michigan
$62M 685,187 +8,640 +1%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$60.9M 672,078 +85,206 +15%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$59.4M 655,836 -1,264,858 -66%
1
2
3 4 5