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iShares Core S&P Total US Stock Market ETF

994 hedge funds and large institutions have $28.8B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 371 increasing their positions, 270 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 40

80% more call options, than puts

Call options by funds: $11M | Put options by funds: $6.11M

37% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 270

19% more funds holding in top 10

Funds holding in top 10: 113135 (+22)

16% more capital invested

Capital invested by funds: $24.7B → $28.8B (+$4.04B)

14% more funds holding

Funds holding: 871994 (+123)

0.93% more ownership

Funds ownership: 60.91%61.84% (+0.93%)

Holders
994
Holders Change
+123
Holders Change %
+14.12%
% of All Funds
15.3%
Holding in Top 10
135
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+19.47%
% of All Funds
2.08%
New
177
Increased
371
Reduced
270
Closed
40
Calls
$11M
Puts
$6.11M
Net Calls
+$4.9M
Net Calls Change
-$5.72M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
501
Mather Group
Illinois
$944K +$68.3K +653 +8%
KA
502
Klingman & Associates
New York
$943K +$1.57K +15 +0.2%
OC
503
Oppenheimer & Co
New York
$932K -$6.69K -64 -0.7%
WCG
504
Weaver Consulting Group
California
$927K -$3.45K -33 -0.4%
SC
505
Soundwatch Capital
Connecticut
$906K
PPP
506
Private Portfolio Partners
New Jersey
$897K +$14.7K +141 +2%
CA
507
Claro Advisors
Massachusetts
$895K -$39K -373 -4%
TF
508
TimeScale Financial
Massachusetts
$888K +$6.38K +61 +0.7%
Toronto Dominion Bank
509
Toronto Dominion Bank
Ontario, Canada
$885K +$865K +8,277 New
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$873K +$207K +1,976 +32%
WCWM
511
Willow Creek Wealth Management
California
$872K
MM
512
Meridian Management
Arkansas
$867K
AWM
513
Accurate Wealth Management
Florida
$863K +$850K +8,135 New
CWC
514
Carolinas Wealth Consulting
North Carolina
$857K -$3.87K -37 -0.5%
WS
515
Wedbush Securities
California
$855K -$44.3K -424 -5%
WA
516
Waverly Advisors
Alabama
$846K -$6.38K -61 -0.7%
GLA
517
Good Life Advisors
Pennsylvania
$846K -$1.88K -18 -0.2%
AAS
518
Ameritas Advisory Services
Nebraska
$845K +$826K +7,899 New
WCM
519
Windsor Capital Management
Arizona
$843K +$523 +5 +0.1%
Millennium Management
520
Millennium Management
New York
$836K +$817K +7,817 New
FAIM
521
Financial Advocates Investment Management
Washington
$830K -$1.49M -14,256 -63%
EA
522
Elm Advisors
California
$823K +$29.3K +280 +4%
CSIC
523
Clifford Swan Investment Counsel
California
$822K
AWMG
524
Alliance Wealth Management Group
New Jersey
$819K +$35.9K +343 +5%
SWMP
525
Signature Wealth Management Partners
New Jersey
$818K +$6.69K +64 +0.8%

ITOT Hedge Fund Activity: Q4 2021 in Review

994 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2021, worth a combined $28.8B — up 16% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new ITOT positions and 40 closed out — a net gain of 137 holders — while 371 added to existing stakes and 270 trimmed.

The largest buyer was Wells Fargo, adding an estimated $256M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $123M.

  • 994 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2021, up from 871 in Q3 2021.
  • Funds reported $28.8B of iShares Core S&P Total US Stock Market ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 177 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2021 and 40 closed out, a net change of +137 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2021 was Wells Fargo, an estimated $256M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.