We are live on ! Find out more
ITOT icon

iShares Core S&P Total US Stock Market ETF

1,241 hedge funds and large institutions have $34.4B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 447 increasing their positions, 432 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,643% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $653K

48% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 75

6% more capital invested

Capital invested by funds: $32.6B → $34.4B (+$1.81B)

1% more funds holding

Funds holding: 1,2241,241 (+17)

3% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 432

0.31% more ownership

Funds ownership: 60.06%60.38% (+0.31%)

6% less funds holding in top 10

Funds holding in top 10: 160151 (-9)

Holders
1,241
Holders Change
+17
Holders Change %
+1.39%
% of All Funds
17.92%
Holding in Top 10
151
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.63%
% of All Funds
2.18%
New
111
Increased
447
Reduced
432
Closed
75
Calls
$11.4M
Puts
$653K
Net Calls
+$10.7M
Net Calls Change
-$45.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Allworth Financial
California
$201M -$5.01M -43,613 -3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$198M -$2M -17,442 -1%
PCIA
28
Prime Capital Investment Advisors
Kansas
$189M -$12.7M -110,636 -7%
TCM
29
TD Capital Management
Tennessee
$186M -$1.8M -15,647 -1%
Osaic Holdings
30
Osaic Holdings
Arizona
$185M -$1.91M -16,680 -1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$172M +$5.84M +50,892 +4%
PP
32
Pegasus Partners
Wisconsin
$169M +$13.2M +114,776 +9%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$160M +$12.4M +108,226 +9%
RCG
34
Rock Creek Group
District of Columbia
$159M -$31.4M -273,435 -17%
JP Morgan Chase
35
JP Morgan Chase
New York
$157M +$18.5M +161,326 +14%
EK
36
Evensky & Katz
Florida
$150M +$6.84M +59,601 +5%
UBS Group
37
UBS Group
Switzerland
$141M -$14.8M -128,989 -10%
KFAA
38
Klaas Financial Asset Advisors
Illinois
$141M +$26.1M +227,238 +24%
CCA
39
Cobblestone Capital Advisors
New York
$130M -$2.63M -22,916 -2%
Mariner
40
Mariner
Kansas
$130M +$39.5K +344 +0%
EPM
41
Elm Partners Management
Pennsylvania
$125M -$3.16M -27,566 -3%
HighTower Advisors
42
HighTower Advisors
Illinois
$123M -$3.26M -28,423 -3%
MFIM
43
Mesirow Financial Investment Management
Illinois
$117M +$1.54M +13,376 +1%
HWM
44
HB Wealth Management
Georgia
$116M +$17.7M +153,835 +19%
KWM
45
Kingsview Wealth Management
Oregon
$116M +$9.41M +82,031 +9%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$109M +$86.5K +754 +0.1%
LWM
47
LJI Wealth Management
Indiana
$106M +$5.7M +49,704 +6%
TLFA
48
True Link Financial Advisors
California
$102M +$933K +8,125 +1%
GA
49
Goldstein Advisors
Wisconsin
$102M +$2.79M +24,280 +3%
WCP
50
Wick Capital Partners
Pennsylvania
$99.5M +$96.1M +837,460 New

ITOT Hedge Fund Activity: Q2 2024 in Review

1,241 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2024, worth a combined $34.4B — up 5.6% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ITOT positions and 75 closed out — a net gain of 36 holders — while 447 added to existing stakes and 432 trimmed.

The largest buyer was BlackRock, adding an estimated $608M. The largest seller was Disciplina Capital Management, cutting an estimated $99.5M.

  • 1,241 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2024, up from 1,224 in Q1 2024.
  • Funds reported $34.4B of iShares Core S&P Total US Stock Market ETF stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 111 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2024 and 75 closed out, a net change of +36 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2024 was BlackRock, an estimated $608M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2024 was Disciplina Capital Management, an estimated $99.5M sold.

Based on aggregated 13F filings for Q2 2024.