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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
DADC
551
D.A. Davidson & Co
Montana
$1.57M -$19.9K -164 -1%
TFO
552
Tarbox Family Office
California
$1.55M -$126K -1,039 -8%
JSW
553
Journey Strategic Wealth
New Jersey
$1.55M +$1.49M +12,304 New
PCMC
554
Private Capital Management (Colorado)
Colorado
$1.54M -$2.63M -21,708 -64%
GFP
555
Gryphon Financial Partners
Ohio
$1.54M +$726 +6 +0%
MYIA
556
Mount Yale Investment Advisors
Colorado
$1.52M -$1.48M -12,213 -50%
HGA
557
Hobbs Group Advisors
South Carolina
$1.51M +$726 +6 +0.1%
MPCL
558
My Personal CFO LLC
Washington
$1.5M
PTB
559
Pioneer Trust Bank
Oregon
$1.49M -$216K -1,780 -13%
Fifth Third Bancorp
560
Fifth Third Bancorp
Ohio
$1.48M +$232K +1,917 +19%
CW
561
CIC Wealth
Maryland
$1.47M +$2.54K +21 +0.2%
SIA
562
Schechter Investment Advisors
Michigan
$1.45M -$50.5K -417 -3%
RSWA
563
Robinson Smith Wealth Advisors
Maine
$1.45M -$1.7K -14 -0.1%
BCA
564
Bay Colony Advisors
Massachusetts
$1.45M -$66.5K -549 -5%
WFAG
565
Wescott Financial Advisory Group
Pennsylvania
$1.45M -$331K -2,733 -19%
CIA
566
Compass Ion Advisors
Pennsylvania
$1.45M +$102K +846 +8%
WCG
567
Weaver Consulting Group
California
$1.44M +$50.2K +415 +4%
AAS
568
Ameritas Advisory Services
Nebraska
$1.44M -$471K -3,892 -25%
MWP
569
Meridian Wealth Partners
Pennsylvania
$1.43M -$39.7K -328 -3%
PFA
570
Professional Financial Advisors
Nebraska
$1.43M -$14K -116 -1%
HWM
571
Hemington Wealth Management
Virginia
$1.42M
SLWA
572
San Luis Wealth Advisors
California
$1.42M +$66.7K +551 +5%
BFA
573
Beacon Financial Advisory
Ohio
$1.42M +$31.5K +260 +2%
CWP
574
Cyndeo Wealth Partners
Florida
$1.41M +$1.36M +11,214 New
OC
575
Oppenheimer & Co
New York
$1.41M +$78.2K +646 +6%

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.