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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
IA
676
IFG Advisory
Georgia
$281K
FFA
677
Fragasso Financial Advisors
Pennsylvania
$280K +$16.3K +161 +6%
TFS
678
TrustCore Financial Services
Tennessee
$279K
CF
679
Centaurus Financial
California
$276K +$284K +2,806 New
MWM
680
McNaughton Wealth Management
California
$275K
IIM
681
InTrack Investment Management
Vermont
$274K
GWAG
682
Garrett Wealth Advisory Group
Texas
$273K -$27.6K -273 -9%
4WM
683
4J Wealth Management
Virginia
$273K
FMW
684
Farr Miller & Washington
District of Columbia
$272K -$104K -1,032 -27%
SC
685
Schiavi & Co
Delaware
$272K
H
686
HoyleCohen
California
$271K +$278K +2,752 New
FA
687
FC Advisory
Pennsylvania
$270K -$7.58K -75 -3%
KPW
688
Kore Private Wealth
New York
$270K +$23.2K +229 +9%
BWM
689
Birchcreek Wealth Management
Ohio
$269K +$8.8K +87 +3%
BG
690
Benedetti & Gucer
Georgia
$267K -$27.6K -273 -9%
TCM
691
Tandem Capital Management
New Jersey
$267K +$20.2K +200 +8%
MWM
692
Marietta Wealth Management
Georgia
$265K +$12.6K +125 +5%
FIM
693
Fernwood Investment Management
Massachusetts
$262K
CIC
694
Carnegie Investment Counsel
Ohio
$258K -$80.9K -800 -23%
CAM
695
Cozad Asset Management
Illinois
$258K
LC
696
Lincoln Capital
Nebraska
$257K -$15.4K -152 -5%
PGFC
697
Peapack-Gladstone Financial Corp
New Jersey
$257K +$6.27K +62 +2%
PA
698
Planning Alternatives
Michigan
$255K +$10.5K +104 +4%
SFC
699
SYM Financial Corp
Indiana
$255K +$262K +2,592 New
PS
700
Portfolio Solutions
Michigan
$252K

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.