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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
Deutsche Bank
576
Deutsche Bank
Germany
$666K
EPWM
577
Essex Private Wealth Management
Massachusetts
$654K -$13.5K -129 -2%
FLPIM
578
F.L. Putnam Investment Management
Massachusetts
$654K
PCWA
579
Pacific Capital Wealth Advisors
California
$654K
CCM
580
Carlson Capital Management
Minnesota
$653K -$98.8K -945 -13%
AWA
581
Arkadios Wealth Advisors
Georgia
$652K -$49.2K -471 -7%
BC
582
Bartlett & Co
Ohio
$648K -$209K -2,000 -25%
1IA
583
1834 Investment Advisors
Wisconsin
$648K -$941 -9 -0.1%
HW
584
Hancock Whitney
Mississippi
$648K +$57K +545 +10%
BCWM
585
Bartlett & Co Wealth Management
Ohio
$648K -$209K -2,000 -25%
MC
586
Moors & Cabot
Massachusetts
$644K +$154K +1,473 +32%
National Bank of Canada
587
National Bank of Canada
Quebec, Canada
$643K +$628K +6,005 New
AWM
588
Avior Wealth Management
Nebraska
$628K -$7.74K -74 -1%
GFP
589
Gryphon Financial Partners
Ohio
$626K +$836 +8 +0.1%
MFA
590
McClarren Financial Advisors
Pennsylvania
$625K +$2.19K +21 +0.4%
MCM
591
Mengis Capital Management
Oregon
$624K +$3.55K +34 +0.6%
EWS
592
Evergreen Wealth Solutions
Pennsylvania
$623K +$609K +5,828 New
CC
593
Cadinha & Co
Hawaii
$620K +$5.02K +48 +0.8%
RFA
594
Resurgent Financial Advisors
Georgia
$620K +$606K +5,800 New
CCM
595
Coldstream Capital Management
Washington
$613K +$102K +974 +20%
BF
596
BOK Financial
Oklahoma
$613K +$297K +2,840 +98%
SIC
597
Sigma Investment Counselors
Michigan
$599K +$77K +737 +15%
PGFC
598
Peapack-Gladstone Financial Corp
New Jersey
$593K +$307K +2,938 +112%
PD
599
Planning Directions
Pennsylvania
$592K -$12.3K -118 -2%
TSS
600
Two Sigma Securities
New York
$591K +$577K +5,521 New

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.