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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
KFS
651
Kelly Financial Services
Massachusetts
$460K +$449K +4,296 New
CM
652
Columbus Macro
Pennsylvania
$458K -$57.4K -549 -11%
JWCA
653
J.W. Coons Advisors
Ohio
$457K +$627 +6 +0.1%
VFIC
654
Valley Forge Investment Consultants
Pennsylvania
$455K +$72K +689 +19%
LWA
655
Lineweaver Wealth Advisors
Ohio
$453K +$1.57K +15 +0.4%
CAG
656
Csenge Advisory Group
Florida
$453K +$62.5K +598 +15%
JWA
657
JFS Wealth Advisors
Pennsylvania
$450K +$7.32K +70 +2%
MYIA
658
Mount Yale Investment Advisors
Colorado
$449K +$78.9K +755 +22%
FWP
659
Falcon Wealth Planning
California
$447K +$732 +7 +0.2%
CST
660
Charles Schwab Trust
Nevada
$446K
AAMC
661
Asset Allocation & Management Company
Illinois
$443K
B
662
Bridgeworth
Alabama
$433K
SGI
663
Summit Global Investments
Utah
$431K -$49.1K -470 -10%
AC
664
Apella Capital
Connecticut
$430K
TWC
665
TD Waterhouse Canada
Ontario, Canada
$426K +$415K +3,966 New
LWA
666
Lenox Wealth Advisors
New York
$425K +$386K +3,695 +1,349%
WCM
667
WealthBridge Capital Management
Ohio
$421K +$1.15K +11 +0.3%
DWM
668
Destination Wealth Management
California
$417K +$408K +3,901 New
LRIA
669
Leonard Rickey Investment Advisors
Washington
$416K +$1.25K +12 +0.3%
GGS
670
Galvin Gaustad & Stein
Arizona
$414K -$20.2K -193 -5%
CIAS
671
Capital Investment Advisory Services
North Carolina
$414K +$9.41K +90 +2%
RFG
672
Range Financial Group
Oregon
$414K +$13.2K +126 +3%
BL
673
Balentine LLC
Georgia
$413K
NEGWA
674
New England Guild Wealth Advisors
Connecticut
$407K
OC
675
Oakworth Capital
Alabama
$407K

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.