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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
KL
501
KWMG LLC
Kansas
$672K
MIG
502
McGuire Investment Group
Rhode Island
$669K +$57.7K +571 +9%
IDA
503
Intelligence Driven Advisers
California
$667K -$19.2K -190 -3%
COCM
504
Charter Oak Capital Management
New Hampshire
$659K -$93.8K -928 -12%
IFWM
505
Institute for Wealth Management
Colorado
$659K +$6.47K +64 +1%
T
506
TrueFG
Texas
$653K +$20.9K +207 +3%
YU
507
Yale University
Connecticut
$651K
AWA
508
Arkadios Wealth Advisors
Georgia
$645K -$1.11M -10,932 -62%
MA
509
MBA Advisors
Pennsylvania
$643K +$47.6K +471 +8%
AO
510
Advisor OS
Illinois
$636K
AP
511
Advisor Partners
California
$635K -$7.89K -78 -1%
DWM
512
Doyle Wealth Management
Florida
$632K +$179K +1,769 +38%
AWM
513
Apollon Wealth Management
South Carolina
$632K +$650K +6,428 New
SF
514
Symphony Financial
Texas
$626K -$89.1K -881 -12%
BWA
515
Burt Wealth Advisors
Maryland
$625K
BIP
516
Bouvel Investment Partners
Pennsylvania
$623K -$10.5K -104 -2%
RTL
517
Red Tortoise LLC
Georgia
$616K +$783K +7,744 New
EPWM
518
Essex Private Wealth Management
Massachusetts
$614K +$7.18K +71 +1%
Deutsche Bank
519
Deutsche Bank
Germany
$613K -$3.4M -33,585 -84%
CWM
520
Capital Wealth Management
Rhode Island
$613K
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$608K +$537K +5,311 +608%
FLPIM
522
F.L. Putnam Investment Management
Massachusetts
$602K -$84K -831 -12%
PCWA
523
Pacific Capital Wealth Advisors
California
$602K
BA
524
Bellwether Advisors
Nebraska
$598K +$404 +4 +0.1%
1IA
525
1834 Investment Advisors
Wisconsin
$597K -$202 -2 -0%

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.