We are live on ! Find out more
ITOT icon

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
AI
476
Accredited Investors
Minnesota
$2.19M +$881K +7,280 +72%
VFA
477
Valeo Financial Advisors
Indiana
$2.19M +$59.7K +493 +3%
AIC
478
Archer Investment Corporation
Indiana
$2.17M +$9.08K +75 +0.4%
PFM
479
Peak Financial Management
Massachusetts
$2.15M +$9.81K +81 +0.5%
RJT
480
Raymond James Trust
Florida
$2.15M +$104K +861 +5%
AWA
481
Alta Wealth Advisors
Massachusetts
$2.15M +$202K +1,670 +11%
CTWM
482
Cherry Tree Wealth Management
Minnesota
$2.15M -$22.2K -183 -1%
Financial Engines Advisors
483
Financial Engines Advisors
California
$2.14M +$127K +1,048 +7%
GWM
484
GSB Wealth Management
Connecticut
$2.12M -$40.1K -331 -2%
GA
485
Geller Advisors
New York
$2.11M +$1.09K +9 +0.1%
HC
486
Hamilton Capital
Ohio
$2.1M
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$2.1M +$48.5K +401 +2%
SHGA
488
Sand Hill Global Advisors
California
$2.09M -$59K -487 -3%
CPA
489
Cardiff Park Advisors
California
$2.09M +$18.6K +154 +0.9%
BF
490
Brooklyn FI
New York
$2.09M +$860K +7,105 +75%
AFG
491
Atomi Financial Group
New York
$2.08M +$573K +4,731 +40%
S
492
SignatureFD
Georgia
$2.07M +$363K +3,002 +22%
SC
493
Sinecera Capital
Texas
$2.06M
TP
494
Tranquility Partners
Tennessee
$2.03M -$28.6K -236 -1%
DWP
495
Destiny Wealth Partners
Florida
$2.02M
NW
496
NewEdge Wealth
Pennsylvania
$2.01M +$208K +1,714 +12%
KeyBank National Association
497
KeyBank National Association
Ohio
$2.01M +$31.4K +259 +2%
HPM
498
Hoxton Planning & Management
West Virginia
$2.01M +$238K +1,966 +14%
AWM
499
AE Wealth Management
Kansas
$1.99M -$65.1K -538 -3%
LFA
500
Lauterbach Financial Advisors
Texas
$1.99M +$118K +971 +7%

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.