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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
CCG
526
Cypress Capital Group
Florida
$818K +$185K +1,769 +30%
GWM
527
Greenhouse Wealth Management
Connecticut
$817K +$5.75K +55 +0.7%
SXL
528
Summit X LLC
Missouri
$817K +$46.7K +447 +6%
COCM
529
Charter Oak Capital Management
New Hampshire
$817K +$97.2K +930 +14%
AWM
530
Apollon Wealth Management
South Carolina
$804K +$114K +1,087 +17%
MOS
531
MGO One Seven
Ohio
$790K -$18.6K -178 -2%
MAS
532
Madden Advisory Services
Florida
$786K -$10.3K -99 -1%
SIA
533
Schechter Investment Advisors
Michigan
$786K +$768K +7,348 New
SCA
534
Stonebridge Capital Advisors
Minnesota
$783K -$20.5K -196 -3%
SWA
535
Strategies Wealth Advisors
Michigan
$781K +$763K +7,299 New
SF
536
Synovus Financial
Georgia
$774K -$1.25K -12 -0.2%
SPWM
537
Schrum Private Wealth Management
Florida
$772K +$754K +7,215 New
DIA
538
Dana Investment Advisors
Wisconsin
$769K +$183K +1,749 +32%
OIM
539
Opus Investment Management
Massachusetts
$768K
RPC
540
Rossmore Private Capital
Connecticut
$765K -$209K -2,000 -22%
BCA
541
Bay Colony Advisors
Massachusetts
$761K +$4.39K +42 +0.6%
AWM
542
Axxcess Wealth Management
California
$758K +$741K +7,090 New
DC
543
Davenport & Co
Virginia
$757K +$739K +7,074 New
CRWM
544
Castle Rock Wealth Management
California
$742K -$29.6K -283 -4%
PWM
545
Pinnacle Wealth Management
California
$741K +$724K +6,928 New
RCM
546
Regency Capital Management
Hawaii
$739K +$116K +1,110 +19%
IFG
547
Investors Financial Group
Minnesota
$739K +$190K +1,814 +36%
PG
548
Proffitt & Goodson
Tennessee
$737K -$49.3K -472 -6%
GIA
549
GHP Investment Advisors
Colorado
$735K
HWA
550
HCR Wealth Advisors
California
$734K

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.