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

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$139M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$1.45B
3
Wells Fargo
3
Wells Fargo
California
$4.69B
4
Betterment LLC
4
Betterment LLC
New York
$1.31B
5
CAM
5
Cresset Asset Management
Illinois
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
526
EP Wealth Advisors
California
$1.12M +$916K +18,538 +440%
WIM
527
Westside Investment Management
California
$1.12M +$4.21K +43 +0.4%
FPCG
528
Fort Pitt Capital Group
Pennsylvania
$1.11M -$99.2K -1,014 -8%
TI
529
Trexquant Investment
Connecticut
$1.11M +$644K +6,579 +139%
MAM
530
Milestone Asset Management
Pennsylvania
$1.1M -$683K -6,984 -38%
HIP
531
HUB Investment Partners
Texas
$1.09M +$128K +1,309 +13%
WCG
532
Weaver Consulting Group
California
$1.09M -$90.3K -923 -8%
SXL
533
Summit X LLC
Missouri
$1.08M +$205K +2,089 +23%
VPP
534
Vertex Planning Partners
Illinois
$1.07M -$33.1K -338 -3%
MG
535
Mather Group
Illinois
$1.06M +$208K +2,122 +24%
OWA
536
Outlook Wealth Advisors
Texas
$1.06M -$15.9K -163 -1%
RCM
537
Regency Capital Management
Hawaii
$1.05M -$61.6K -630 -6%
AWM
538
Axxcess Wealth Management
California
$1.05M +$16.7K +171 +2%
SFS
539
Sowell Financial Services
Arkansas
$1.05M +$342K +3,498 +48%
BCA
540
Bay Colony Advisors
Massachusetts
$1.05M -$8.12K -83 -0.8%
ZIM
541
Zacks Investment Management
Illinois
$1.04M +$3.23K +33 +0.3%
BWL
542
Bogart Wealth LLC
Virginia
$1.04M +$11.3K +116 +1%
CA
543
Claro Advisors
Massachusetts
$1.03M +$63.8K +652 +7%
CW
544
CIC Wealth
Maryland
$1.02M +$193K +1,970 +23%
WS
545
Wedbush Securities
California
$1.02M +$71.8K +734 +8%
AI
546
Accredited Investors
Minnesota
$1.01M +$783 +8 +0.1%
MSA
547
Marino Stram & Associates
Massachusetts
$1.01M – – –
IFA
548
Index Fund Advisors
California
$1.01M – – –
AP
549
Atwood & Palmer
Missouri
$1M +$1M +10,251 New
AWA
550
Alta Wealth Advisors
Massachusetts
$1,000K -$13.3K -136 -1%
20 21
22
23 24