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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
CSWM
576
Cassady Schiller Wealth Management
Ohio
$1.41M -$4.84K -40 -0.4%
IAN
577
Integrated Advisors Network
Texas
$1.4M -$6.05K -50 -0.4%
AA
578
Axiom Advisory
California
$1.39M +$1.38M +11,427 New
CFIA
579
Cantor Fitzgerald Investment Advisors
New York
$1.38M +$1.33M +10,980 New
HI
580
Harbour Investments
Wisconsin
$1.37M -$10.4K -86 -0.8%
LA
581
Legacy Advisors
Pennsylvania
$1.37M
CAM
582
Clarity Asset Management
Iowa
$1.36M +$4.96K +41 +0.4%
KA
583
Kovack Advisors
Florida
$1.36M -$1.02M -8,441 -44%
WP
584
Westmount Partners
California
$1.33M -$68.6K -567 -5%
SAG
585
SageView Advisory Group
California
$1.33M -$331K -2,734 -21%
SB
586
Strategic Blueprint
Georgia
$1.33M +$778K +6,429 +155%
ACA
587
Aptus Capital Advisors
Alabama
$1.33M -$5.71M -47,149 -82%
FCI
588
Financial Counselors Inc
Kansas
$1.32M +$201K +1,660 +19%
CCFM
589
Clear Creek Financial Management
Washington
$1.31M -$16.9K -140 -1%
CFA
590
Cahill Financial Advisors
Minnesota
$1.3M +$1.57K +13 +0.1%
MSA
591
Marino Stram & Associates
Massachusetts
$1.29M
SFG
592
Sovereign Financial Group
Connecticut
$1.28M -$5.21K -43 -0.4%
DW30
593
Drucker Wealth 3.0
New Jersey
$1.28M -$64.8K -535 -5%
CWM
594
Cahaba Wealth Management
Georgia
$1.28M -$196K -1,621 -14%
GS
595
GTS Securities
New York
$1.27M +$1.22M +10,100 New
TLA
596
Tanglewood Legacy Advisors
Texas
$1.26M +$4.24K +35 +0.3%
SWM
597
Sugarloaf Wealth Management
Georgia
$1.26M +$13.9K +115 +1%
IFA
598
Index Fund Advisors
California
$1.26M -$2.91K -24 -0.2%
BF
599
BOK Financial
Oklahoma
$1.25M +$9.08K +75 +0.8%
FIA
600
Foundations Investment Advisors
Arizona
$1.24M +$45.8K +378 +4%

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.