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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
NAM
626
NTV Asset Management
West Virginia
$353K +$363K +3,588 New
TVAMP
627
Tennessee Valley Asset Management Partners
Tennessee
$353K +$363K +3,588 New
AW
628
Alaethes Wealth
Nevada
$352K
SFM
629
Signet Financial Management
New Jersey
$352K +$361K +3,575 New
VFIC
630
Valley Forge Investment Consultants
Pennsylvania
$351K -$9.3K -92 -3%
SSB
631
Sandy Spring Bank
Maryland
$351K
EWA
632
Encompass Wealth Advisors
Oregon
$351K +$26.4K +261 +8%
1WA
633
180 Wealth Advisors
Washington
$350K -$37.9K -375 -10%
RC
634
RegentAtlantic Capital
New Jersey
$349K +$33K +326 +10%
PCA
635
Private Capital Advisors
Connecticut
$345K
CIBC Private Wealth Group
636
CIBC Private Wealth Group
Georgia
$345K +$91.5K +905 +35%
AA
637
AF Advisors
California
$344K
CTA
638
Chesley Taft & Associates
Illinois
$344K
MAS
639
Managed Account Services
Florida
$344K +$506 +5 +0.1%
LA
640
Latitude Advisors
Florida
$344K +$353K +3,495 New
WBC
641
West Branch Capital
Massachusetts
$343K +$16.3K +161 +5%
VWA
642
V Wealth Advisors
Kansas
$343K +$50.2K +496 +17%
EF
643
Empirical Finance
Pennsylvania
$342K
JC
644
JB Capital
Connecticut
$341K +$351K +3,470 New
MYIA
645
Mount Yale Investment Advisors
Colorado
$339K -$73.5K -727 -17%
BFG
646
Barber Financial Group
Kansas
$339K +$1.21K +12 +0.3%
PFA
647
Professional Financial Advisors
Nebraska
$334K -$20.6M -203,946 -98%
MCM
648
Maple Capital Management
Vermont
$334K +$343K +3,395 New
WQ
649
Wealth Quarterback
New Jersey
$330K -$106K -1,048 -24%
RW
650
Rede Wealth
Virginia
$328K -$7.08K -70 -2%

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.