We are live on ! Find out more
ITOT icon

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
MIG
551
McGuire Investment Group
Rhode Island
$733K +$5.33K +51 +0.7%
KL
552
KWMG LLC
Kansas
$731K
MA
553
MBA Advisors
Pennsylvania
$730K +$30.8K +295 +5%
RCM
554
Raleigh Capital Management
North Carolina
$725K +$708K +6,774 New
S
555
SignatureFD
Georgia
$722K -$22.2K -212 -3%
IFWM
556
Institute for Wealth Management
Colorado
$721K +$4.81K +46 +0.7%
ESB
557
Essex Savings Bank
Connecticut
$717K +$202K +1,932 +40%
SWA
558
SFMG Wealth Advisors
Texas
$714K -$98K -938 -12%
FOA
559
Five Oceans Advisors
California
$705K -$30K -287 -4%
AWAG
560
ARS Wealth Advisors Group
Florida
$705K +$55.1K +527 +9%
EWA
561
EP Wealth Advisors
California
$703K +$81.4K +779 +13%
YU
562
Yale University
Connecticut
$702K -$5.23K -50 -0.8%
Wolverine Trading
563
Wolverine Trading
Illinois
$694K +$676K +6,471 New
AO
564
Advisor OS
Illinois
$692K
DWM
565
Doyle Wealth Management
Florida
$691K +$3.66K +35 +0.5%
SF
566
Symphony Financial
Texas
$687K +$8.57K +82 +1%
BIP
567
Bouvel Investment Partners
Pennsylvania
$683K +$4.7K +45 +0.7%
FHA
568
Flagship Harbor Advisors
Massachusetts
$682K -$102K -974 -13%
PWM
569
PBMares Wealth Management
Virginia
$681K -$91.9K -879 -12%
BWA
570
Burt Wealth Advisors
Maryland
$679K
T
571
TrueFG
Texas
$672K +$5.64K +54 +0.9%
MCC
572
Money Concepts Capital
Florida
$672K +$657K +6,281 New
EA
573
Efficient Advisors
Ohio
$671K -$59.8K -572 -8%
AP
574
Advisor Partners
California
$667K -$22.9K -219 -3%
CWM
575
Capital Wealth Management
Rhode Island
$666K

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.