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iShares Core S&P Total US Stock Market ETF

1,279 hedge funds and large institutions have $37B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 489 increasing their positions, 438 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

512% more call options, than puts

Call options by funds: $7.22M | Put options by funds: $1.18M

110% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 49

12% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 438

8% more capital invested

Capital invested by funds: $34.4B → $37B (+$2.64B)

3% more funds holding

Funds holding: 1,2411,279 (+38)

1% more funds holding in top 10

Funds holding in top 10: 151152 (+1)

0.38% less ownership

Funds ownership: 60.38%60% (-0.38%)

Holders
1,279
Holders Change
+38
Holders Change %
+3.06%
% of All Funds
18.37%
Holding in Top 10
152
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.66%
% of All Funds
2.18%
New
103
Increased
489
Reduced
438
Closed
49
Calls
$7.22M
Puts
$1.18M
Net Calls
+$6.04M
Net Calls Change
-$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
526
Vanguard Group
Pennsylvania
$1.75M +$146K +1,209 +9%
KPP
527
Kings Path Partners
Texas
$1.75M -$12.3K -102 -0.7%
TPCW
528
TD Private Client Wealth
New York
$1.74M +$624K +5,154 +59%
IWA
529
Icon Wealth Advisors
Texas
$1.74M +$2.18K +18 +0.1%
MSWM
530
McGlone Suttner Wealth Management
Wisconsin
$1.73M -$460K -3,803 -22%
PFA
531
Pinnacle Family Advisors
Missouri
$1.72M -$108K -890 -6%
KA
532
Klingman & Associates
New York
$1.72M -$428K -3,532 -20%
WMWM
533
Whitaker-Myers Wealth Managers
Ohio
$1.71M +$1.82K +15 +0.1%
JTWM
534
Jackson Thornton Wealth Management
Alabama
$1.71M +$731K +6,037 +80%
WIM
535
Westside Investment Management
California
$1.71M +$19.7K +163 +1%
TGAM
536
TBH Global Asset Management
Tennessee
$1.7M -$72.3K -597 -4%
WWM
537
WJ Wealth Management
Arizona
$1.69M -$22.8K -188 -1%
EWM
538
EPG Wealth Management
Georgia
$1.67M +$1.61M +13,307 New
FFP
539
FourThought Financial Partners
Florida
$1.67M
FCP
540
Fidelis Capital Partners
Florida
$1.66M -$637K -5,262 -29%
SC
541
Stephenson & Company
California
$1.66M
AWM
542
Abound Wealth Management
Tennessee
$1.65M -$18.3K -151 -1%
WIA
543
World Investment Advisors
California
$1.63M -$237K -1,961 -13%
LFAS
544
Level Four Advisory Services
Texas
$1.63M -$129K -1,068 -8%
BIP
545
Blueprint Investment Partners
North Carolina
$1.59M -$274K -2,264 -15%
DWP
546
Daymark Wealth Partners
Ohio
$1.59M -$369K -3,051 -19%
BWL
547
Bogart Wealth LLC
Virginia
$1.59M +$151K +1,250 +11%
SXL
548
Summit X LLC
Missouri
$1.58M -$226K -1,866 -12%
OAS
549
Optivise Advisory Services
Tennessee
$1.58M +$16.7K +138 +1%
FAM
550
Family Asset Management
South Carolina
$1.58M -$3.51K -29 -0.2%

ITOT Hedge Fund Activity: Q3 2024 in Review

1,279 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2024, worth a combined $37B — up 7.7% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ITOT positions and 49 closed out — a net gain of 54 holders — while 489 added to existing stakes and 438 trimmed.

The largest buyer was Wells Fargo, adding an estimated $854M. The largest seller was Charles Schwab, exiting entirely with an estimated $865M sold.

  • 1,279 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2024, up from 1,241 in Q2 2024.
  • Funds reported $37B of iShares Core S&P Total US Stock Market ETF stock for Q3 2024, up 7.7% quarter-over-quarter.
  • 103 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2024 and 49 closed out, a net change of +54 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2024 was Wells Fargo, an estimated $854M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2024 was Charles Schwab, an estimated $865M sold.

Based on aggregated 13F filings for Q3 2024.