ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

1,071 hedge funds and large institutions have $27B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 378 increasing their positions, 411 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+21
Holders Change %
+2%
% of All Funds
16.89%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
2.24%
New
66
Increased
378
Reduced
411
Closed
39
Calls
$14.7M
Puts
$1.04M
Net Calls
+$13.6M
Net Calls Change
+$4.15M

Top Buyers

1
SWM
SigFig Wealth Management
California
$359M
2
RCG
Rock Creek Group
District of Columbia
$156M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$349M
4
BSW
Buckingham Strategic Wealth
Missouri
$157M
5
Cerity Partners
Cerity Partners
New York
$223M

Top Sellers

1
SW
SVB Wealth
Massachusetts
$139M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$1.45B
3
Wells Fargo
Wells Fargo
California
$4.69B
4
Betterment LLC
Betterment LLC
New York
$1.31B
5
CAM
Cresset Asset Management
Illinois
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
501
Choreo LLC
Illinois
$1.34M -$8.71K -89 -0.6%
S
502
SignatureFD
Georgia
$1.33M +$71K +726 +6%
SLWA
503
San Luis Wealth Advisors
California
$1.32M +$154K +1,576 +13%
KA
504
Klingman & Associates
New York
$1.31M +$34.9K +357 +3%
FFP
505
FourThought Financial Partners
Florida
$1.3M – – –
FC
506
Financial Consulate
Maryland
$1.29M – – –
DI
507
DFPG Investments
Utah
$1.28M +$982K +9,742 +330%
RJT
508
Raymond James Trust
Florida
$1.28M -$203K -2,079 -14%
MWP
509
Meridian Wealth Partners
Pennsylvania
$1.26M -$1.96K -20 -0.2%
National Bank of Canada
510
National Bank of Canada
Quebec, Canada
$1.23M +$154K +1,573 +14%
Renaissance Technologies
511
Renaissance Technologies
New York
$1.21M +$929K +9,500 +328%
T
512
TRUADVICE
Florida
$1.21M +$224K +2,274 +23%
GFP
513
Gryphon Financial Partners
Ohio
$1.2M +$391 +4 +0%
CSWM
514
Cassady Schiller Wealth Management
Ohio
$1.2M – – –
OCM
515
Objective Capital Management
Ohio
$1.19M +$881 +9 +0.1%
WCFA
516
Walkner Condon Financial Advisors
Wisconsin
$1.19M +$1.27K +13 +0.1%
Fifth Third Bancorp
517
Fifth Third Bancorp
Ohio
$1.18M -$345K -3,528 -23%
DADC
518
D.A. Davidson & Co
Montana
$1.17M +$26.8K +274 +2%
MPCL
519
My Personal CFO LLC
Washington
$1.17M – – –
AA
520
Advisory Alpha
Michigan
$1.17M +$12.8K +131 +1%
TSS
521
Two Sigma Securities
New York
$1.17M +$1.17M +11,947 New
CWM
522
Cahaba Wealth Management
Georgia
$1.16M -$32.9K -336 -3%
AWM
523
Abound Wealth Management
Tennessee
$1.15M -$2.84K -29 -0.2%
CA
524
Centerpoint Advisors
Massachusetts
$1.13M -$50K -511 -4%
LA
525
Legacy Advisors
Pennsylvania
$1.13M – – –
19 20
21
22 23