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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
RJFSA
26
Raymond James Financial Services Advisors
Florida
$207M +$36.6M +302,024 +22%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$202M -$7.73M -63,880 -4%
Osaic Holdings
28
Osaic Holdings
Arizona
$198M +$2.21M +18,244 +1%
PCIA
29
Prime Capital Investment Advisors
Kansas
$196M -$3.97M -32,764 -2%
TCM
30
TD Capital Management
Tennessee
$192M -$4.83M -39,887 -3%
PP
31
Pegasus Partners
Wisconsin
$183M +$3.23M +26,695 +2%
EK
32
Evensky & Katz
Florida
$167M +$8.07M +66,636 +5%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$167M -$14.6M -120,853 -8%
JP Morgan Chase
34
JP Morgan Chase
New York
$164M -$2.15M -17,749 -1%
EPM
35
Elm Partners Management
Pennsylvania
$151M +$17.9M +148,134 +14%
KFAA
36
Klaas Financial Asset Advisors
Illinois
$150M +$1.34M +11,042 +0.9%
UBS Group
37
UBS Group
Switzerland
$147M -$2.4M -19,812 -2%
Mariner
38
Mariner
Kansas
$139M +$1.79M +14,760 +1%
CCA
39
Cobblestone Capital Advisors
New York
$139M +$1.06M +8,730 +0.8%
RCG
40
Rock Creek Group
District of Columbia
$138M -$29M -239,561 -18%
KWM
41
Kingsview Wealth Management
Oregon
$134M +$11.2M +92,425 +9%
HighTower Advisors
42
HighTower Advisors
Illinois
$133M +$2.37M +19,547 +2%
MFIM
43
Mesirow Financial Investment Management
Illinois
$126M +$2.08M +17,152 +2%
HWM
44
HB Wealth Management
Georgia
$120M -$2.49M -20,526 -2%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$116M -$109K -904 -0.1%
TLFA
46
True Link Financial Advisors
California
$115M +$6.85M +56,614 +7%
LWM
47
LJI Wealth Management
Indiana
$115M +$2.17M +17,885 +2%
DCM
48
Disciplina Capital Management
Tennessee
$113M +$92.1M +760,653 +545%
WCP
49
Wick Capital Partners
Pennsylvania
$110M +$5.08M +41,959 +5%
PCIG
50
Partners Capital Investment Group
Massachusetts
$110M +$4.91M +40,545 +5%

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.