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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
PIAS
651
PCA Investment Advisory Services
Ohio
$998K +$847 +7 +0.1%
W
652
WealthCollab
Washington
$996K -$47.1K -389 -5%
CCT
653
Capital City Trust
Florida
$989K +$21.4K +177 +2%
CIBC World Market
654
CIBC World Market
Ontario, Canada
$987K -$3.6M -29,766 -79%
Neuberger Berman Group
655
Neuberger Berman Group
New York
$983K -$2.66K -22 -0.3%
WCWM
656
Willow Creek Wealth Management
California
$981K -$35.4K -292 -4%
PPW
657
Pasadena Private Wealth
California
$972K +$33.4K +276 +4%
BIP
658
Bouvel Investment Partners
Pennsylvania
$969K -$42.5K -351 -4%
TCBWMS
659
Texas Capital Bank Wealth Management Services
Texas
$968K
GL
660
Graypoint LLC
New York
$967K +$254K +2,099 +37%
CSIC
661
Clifford Swan Investment Counsel
California
$965K
ECG
662
Edge Capital Group
Georgia
$962K +$19.3K +159 +2%
MCC
663
Money Concepts Capital
Florida
$959K -$2.66K -22 -0.3%
TCA
664
Transcend Capital Advisors
New Jersey
$955K +$16.1K +133 +2%
KWS
665
Keystone Wealth Services
California
$948K -$124K -1,027 -12%
SAW
666
Signal Advisors Wealth
Michigan
$944K +$910K +7,515 New
PWM
667
PBMares Wealth Management
Virginia
$943K -$13.4K -111 -1%
WCM
668
Windsor Capital Management
Arizona
$941K +$1.33K +11 +0.1%
EFH
669
Eaton Financial Holdings
Florida
$936K +$902K +7,450 New
SS
670
Sound Stewardship
Kansas
$935K -$65.3K -539 -7%
CWC
671
Carolinas Wealth Consulting
North Carolina
$933K -$27.6K -228 -3%
SWA
672
Stratos Wealth Advisors
Ohio
$929K +$125K +1,036 +16%
PCWA
673
Pacific Capital Wealth Advisors
California
$924K
MAS
674
Madden Advisory Services
Florida
$923K +$17.7K +146 +2%
GWAG
675
Garrett Wealth Advisory Group
Texas
$916K +$201K +1,661 +29%

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.