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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
GPA
651
Garrison Point Advisors
California
$325K -$2.12K -21 -0.6%
GSWM
652
Golden State Wealth Management
California
$321K +$34.5K +341 +12%
ANTB
653
AMG National Trust Bank
Colorado
$317K -$149K -1,474 -31%
WCM
654
Wallace Capital Management
Texas
$315K +$324K +3,201 New
EL
655
EQ LLC
Washington
$314K
NB
656
Nicolet Bankshares
Wisconsin
$313K -$3.54K -35 -1%
APW
657
Aurora Private Wealth
New Jersey
$313K
CMO
658
Covenant Multifamily Offices
Texas
$309K -$4.04K -40 -1%
LF
659
Lantz Financial
Illinois
$308K
AssetMark Inc
660
AssetMark Inc
California
$307K -$25.8M -255,283 -99%
EA
661
Ellsworth Advisors
Ohio
$306K
CFS
662
CRA Financial Services
New Jersey
$306K +$40.5K +401 +15%
CGFA
663
Colton Groome Financial Advisors
North Carolina
$305K -$99.7K -986 -24%
AUB
664
Atlantic Union Bankshares
Virginia
$305K
ECM
665
Evergreen Capital Management
Washington
$305K
LFG
666
Larson Financial Group
Missouri
$296K +$238K +2,356 +359%
GM
667
GeoWealth Management
Illinois
$295K +$303K +2,996 New
EP
668
Eudaimonia Partners
Tennessee
$293K +$1.21K +12 +0.4%
YIH
669
Y-Intercept (HK)
Hong Kong
$288K +$296K +2,927 New
MWPCG
670
Measured Wealth Private Client Group
New Hampshire
$287K
OBWG
671
Onyx Bridge Wealth Group
New York
$286K +$282K +2,787 New
DWA
672
Douglass Winthrop Advisors
New York
$285K
BF
673
BOK Financial
Oklahoma
$284K +$292K +2,885 New
MW
674
Marcum Wealth
Ohio
$282K +$289K +2,862 New
MIAS
675
Mason Investment Advisory Services
Virginia
$282K

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.