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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
RDFA
626
Ritter Daniher Financial Advisory
Ohio
$533K +$139K +1,328 +36%
FCI
627
Financial Counselors Inc
Kansas
$525K
FPCP
628
Fort Point Capital Partners
California
$514K +$94.2K +901 +23%
AWM
629
Alterna Wealth Management
Texas
$514K +$502K +4,801 New
CFAM
630
Center For Asset Management
Florida
$514K +$502K +4,805 New
XF
631
XML Financial
Maryland
$509K
SIC
632
Salem Investment Counselors
North Carolina
$504K +$3.14K +30 +0.6%
LJHT
633
Laurie J. Hall Trustee
$503K
MCM
634
Maple Capital Management
Vermont
$502K +$136K +1,300 +38%
LWP
635
Laurel Wealth Planning
Minnesota
$499K -$513K -4,906 -51%
WP
636
WealthPLAN Partners
Nebraska
$494K -$18.6K -178 -4%
CG
637
CFO4Life Group
Texas
$492K
LFA
638
Lauterbach Financial Advisors
Texas
$485K +$474K +4,534 New
FAM
639
Fenimore Asset Management
New York
$481K
WPW
640
Waldron Private Wealth
Pennsylvania
$478K +$36.1K +345 +8%
Prudential Financial
641
Prudential Financial
New Jersey
$475K -$8.15K -78 -2%
HIA
642
Harbor Investment Advisory
Maryland
$475K -$314 -3 -0.1%
GFS
643
GYL Financial Synergies
Connecticut
$474K
BDFN
644
Bond & Devick Financial Network
Minnesota
$472K -$25.2K -241 -5%
CDIA
645
Capital Directions Investment Advisors
Georgia
$466K
CMBA
646
C.M. Bidwell & Associates
Hawaii
$466K +$318K +3,044 +232%
MCA
647
Magnolia Capital Advisors
Mississippi
$464K -$3.03K -29 -0.7%
IAS
648
IMA Advisory Services
Colorado
$462K
DAS
649
Dynamic Advisor Solutions
Arizona
$461K -$324K -3,097 -42%
MSFS
650
Main Street Financial Solutions
Pennsylvania
$460K +$38.6K +369 +9%

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.