We are live on ! Find out more
ITOT icon

iShares Core S&P Total US Stock Market ETF

871 hedge funds and large institutions have $24.7B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 333 increasing their positions, 272 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

904% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $1.18M

60% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 45

22% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 272

1% more funds holding

Funds holding: 860871 (+11)

2% more capital invested

Capital invested by funds: $24.3B → $24.7B (+$468M)

0.26% more ownership

Funds ownership: 60.65%60.91% (+0.26%)

6% less funds holding in top 10

Funds holding in top 10: 120113 (-7)

Holders
871
Holders Change
+11
Holders Change %
+1.28%
% of All Funds
15.25%
Holding in Top 10
113
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.83%
% of All Funds
1.98%
New
72
Increased
333
Reduced
272
Closed
45
Calls
$11.8M
Puts
$1.18M
Net Calls
+$10.6M
Net Calls Change
-$6.77M
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
576
McKinley Carter Wealth Services
West Virginia
$454K -$75.1K -743 -14%
CG
577
CFO4Life Group
Texas
$453K
MC
578
Moors & Cabot
Massachusetts
$446K -$99.3K -982 -18%
OPS
579
Orion Portfolio Solutions
Nebraska
$446K +$458K +4,529 New
FAM
580
Fenimore Asset Management
New York
$443K
SGI
581
Summit Global Investments
Utah
$443K +$80.9K +800 +22%
CCM
582
Coldstream Capital Management
Washington
$442K -$53.7K -531 -10%
HIA
583
Harbor Investment Advisory
Maryland
$437K +$40.7K +403 +10%
GFS
584
GYL Financial Synergies
Connecticut
$436K
AF
585
Advisornet Financial
Minnesota
$431K +$241K +2,385 +120%
MCA
586
Magnolia Capital Advisors
Mississippi
$430K -$910 -9 -0.2%
CDIA
587
Capital Directions Investment Advisors
Georgia
$428K +$70.7K +699 +19%
IAS
588
IMA Advisory Services
Colorado
$425K -$1.72K -17 -0.4%
JWCA
589
J.W. Coons Advisors
Ohio
$421K +$607 +6 +0.1%
Kayne Anderson Rudnick Investment Management
590
Kayne Anderson Rudnick Investment Management
California
$419K
QC
591
QCM Cayman
Texas
$417K +$32.3K +319 +8%
LWA
592
Lineweaver Wealth Advisors
Ohio
$415K -$3.24K -32 -0.8%
FWP
593
Falcon Wealth Planning
California
$411K +$422K +4,175 New
CST
594
Charles Schwab Trust
Nevada
$410K
PAS
595
Park Avenue Securities
New York
$410K +$86.2K +852 +26%
ATPW
596
Ashton Thomas Private Wealth
Arizona
$410K +$421K +4,164 New
AAMC
597
Asset Allocation & Management Company
Illinois
$408K
JWA
598
JFS Wealth Advisors
Pennsylvania
$407K -$56K -554 -12%
WPW
599
Waldron Private Wealth
Pennsylvania
$406K -$7.79K -77 -2%
GGS
600
Galvin Gaustad & Stein
Arizona
$400K +$5.46K +54 +1%

ITOT Hedge Fund Activity: Q3 2021 in Review

871 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2021, worth a combined $24.7B — up 1.9% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ITOT positions and 45 closed out — a net gain of 27 holders — while 333 added to existing stakes and 272 trimmed.

The largest buyer was Wells Fargo, adding an estimated $927M. The largest seller was Stifel Financial, cutting an estimated $106M.

  • 871 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2021, up from 860 in Q2 2021.
  • Funds reported $24.7B of iShares Core S&P Total US Stock Market ETF stock for Q3 2021, up 1.9% quarter-over-quarter.
  • 72 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2021 and 45 closed out, a net change of +27 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2021 was Wells Fargo, an estimated $927M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2021 was Stifel Financial, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2021.