We are live on ! Find out more
ITOT icon

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
GWM
476
Greenhouse Wealth Management
Connecticut
$745K
SCA
477
Stonebridge Capital Advisors
Minnesota
$740K +$606K +5,995 +394%
MAS
478
Madden Advisory Services
Florida
$733K -$39.2K -388 -5%
DADC
479
D.A. Davidson & Co
Montana
$732K -$110K -1,084 -13%
EA
480
Elm Advisors
California
$729K
DAS
481
Dynamic Advisor Solutions
Arizona
$729K +$287K +2,843 +62%
FHA
482
Flagship Harbor Advisors
Massachusetts
$726K
PG
483
Proffitt & Goodson
Tennessee
$724K -$42.7K -422 -5%
AWMG
484
Alliance Wealth Management Group
New Jersey
$721K +$154K +1,525 +26%
NPF
485
Norris Perne & French
Michigan
$715K +$2.53K +25 +0.3%
PFS
486
Prospera Financial Services
Texas
$714K -$222K -2,192 -23%
PWM
487
PBMares Wealth Management
Virginia
$713K -$19.8K -196 -3%
SF
488
Synovus Financial
Georgia
$712K -$152K -1,507 -17%
SXL
489
Summit X LLC
Missouri
$709K -$26.3K -260 -3%
OIM
490
Opus Investment Management
Massachusetts
$706K
IWS
491
Insight Wealth Strategies
California
$699K -$75.3K -745 -9%
BCA
492
Bay Colony Advisors
Massachusetts
$696K -$43.9K -434 -6%
CCM
493
Carlson Capital Management
Minnesota
$693K +$103K +1,019 +17%
SHIM
494
Stone House Investment Management
Pennsylvania
$687K
S
495
SignatureFD
Georgia
$685K -$147K -1,456 -17%
FOA
496
Five Oceans Advisors
California
$677K +$696K +6,881 New
GIA
497
GHP Investment Advisors
Colorado
$676K
CFG
498
Cooper Financial Group
California
$676K +$263K +2,601 +61%
HWA
499
HCR Wealth Advisors
California
$675K
EA
500
Efficient Advisors
Ohio
$673K -$49.9K -493 -7%

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.