ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

1,069 hedge funds and large institutions have $26B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 347 increasing their positions, 390 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
17.04%
Holding in Top 10
140
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.41%
% of All Funds
2.23%
New
64
Increased
347
Reduced
390
Closed
57
Calls
$11.3M
Puts
$1.24M
Net Calls
+$10.1M
Net Calls Change
-$3.58M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$886M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$234M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$118M
4
Wells Fargo
Wells Fargo
California
+$102M
5
Osaic Holdings
Osaic Holdings
Arizona
+$59.2M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$170M
2
LWM
LJI Wealth Management
Indiana
-$111M
3
AT
American Trust
Kentucky
-$56M
4
SW
SVB Wealth
Massachusetts
-$53.3M
5
EK
Evensky & Katz
Florida
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
551
Dopkins Wealth Management
New York
$934K +$934K +9,918 New
WWM
552
Wolff Wiese Magana
California
$928K – – –
FFA
553
Farther Finance Advisors
California
$923K +$439K +4,656 +90%
VC
554
Vicus Capital
Pennsylvania
$915K +$34.1K +362 +4%
MWM
555
Merriman Wealth Management
Washington
$914K – – –
TLA
556
Tanglewood Legacy Advisors
Texas
$913K – – –
CA
557
Corrado Advisors
New Jersey
$906K +$13.7K +145 +2%
CTB
558
Country Trust Bank
Illinois
$902K – – –
PFA
559
Pathway Financial Advisors
Vermont
$899K – – –
SWMP
560
Signature Wealth Management Partners
New Jersey
$898K +$127K +1,350 +16%
OWM
561
Orgel Wealth Management
Wisconsin
$896K – – –
OC
562
Oppenheimer & Co
New York
$886K +$2.07K +22 +0.2%
ST
563
Somerset Trust
Pennsylvania
$884K – – –
ACI
564
Alpha Cubed Investments
California
$881K -$73K -775 -8%
SIA
565
Schechter Investment Advisors
Michigan
$862K – – –
BAM
566
Belpointe Asset Management
Nevada
$861K -$20.6K -219 -2%
CCG
567
Cypress Capital Group
Florida
$859K -$49.9K -530 -5%
TI
568
Trexquant Investment
Connecticut
$849K -$216K -2,288 -20%
SAA
569
Southeast Asset Advisors
Georgia
$846K -$377 -4 -0%
MFWP
570
Mosaic Family Wealth Partners
Missouri
$843K -$71.9K -763 -8%
KWS
571
Keystone Wealth Services
California
$835K – – –
PAS
572
Park Avenue Securities
New York
$833K +$833K +8,848 New
AWE
573
Avidian Wealth Enterprises
Texas
$831K -$1.55M -16,429 -65%
SS
574
Sound Stewardship
Kansas
$827K -$3.67K -39 -0.4%
FWM
575
ForthRight Wealth Management
Georgia
$812K -$4.33K -46 -0.5%
21 22
23
24 25