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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
AWAG
526
ARS Wealth Advisors Group
Florida
$597K +$614K +6,068 New
AWM
527
Avior Wealth Management
Nebraska
$585K -$4.45K -44 -0.7%
PWM
528
Perigon Wealth Management
California
$580K +$21.9K +217 +4%
Neuberger Berman Group
529
Neuberger Berman Group
New York
$579K -$162K -1,600 -21%
CCG
530
Cypress Capital Group
Florida
$579K
PFPT
531
Pinnacle Financial Partners (Tennessee)
Tennessee
$575K
GFP
532
Gryphon Financial Partners
Ohio
$575K +$6.88K +68 +1%
MFA
533
McClarren Financial Advisors
Pennsylvania
$572K +$2.23K +22 +0.4%
RCM
534
Regency Capital Management
Hawaii
$570K +$22.9K +226 +4%
MCM
535
Mengis Capital Management
Oregon
$570K +$29.3K +290 +5%
EWA
536
EP Wealth Advisors
California
$570K +$107K +1,059 +22%
CC
537
Cadinha & Co
Hawaii
$566K
SBH
538
Segall Bryant & Hamill
Illinois
$562K +$193K +1,908 +50%
PD
539
Planning Directions
Pennsylvania
$556K -$8.49K -84 -1%
HW
540
Hancock Whitney
Mississippi
$542K +$109K +1,074 +24%
WP
541
WealthPLAN Partners
Nebraska
$539K -$57.7K -571 -10%
AFP
542
Ausdal Financial Partners
Iowa
$539K -$10K -99 -2%
DIA
543
Dana Investment Advisors
Wisconsin
$535K +$147K +1,451 +36%
RIG
544
Roosevelt Investment Group
New York
$529K -$66.6K -659 -11%
CCMD
545
Cypress Capital Management (Delaware)
Delaware
$528K
BFG
546
Beacon Financial Group
Texas
$525K
SCM
547
SOL Capital Management
Maryland
$523K
KM
548
Kalos Management
Georgia
$521K +$102K +1,012 +26%
KFC
549
Klingenstein Fields & Co
New York
$514K
FNC
550
First National Corp
Massachusetts
$513K -$49.9K -493 -9%

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.