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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
Neuberger Berman Group
676
Neuberger Berman Group
New York
$405K -$219K -2,100 -36%
VBFP
677
Valtinson Bruner Financial Planning
Minnesota
$405K -$4.08K -39 -1%
PIM
678
Parker Investment Management
California
$403K +$4.91K +47 +1%
SIS
679
SVB Investment Services
Utah
$400K -$143K -1,366 -27%
NSIM
680
North Star Investment Management
Illinois
$399K +$364K +3,480 +1,392%
BTWM
681
Baker Tilly Wealth Management
Wisconsin
$396K
HT
682
HighTower Trust
Texas
$396K +$386K +3,697 New
CANC
683
Culbertson A N & Co
Virginia
$395K -$116K -1,110 -23%
SMA
684
Sage Mountain Advisors
Georgia
$395K
BWM
685
BNC Wealth Management
Oregon
$394K +$385K +3,683 New
IB
686
Intrust Bank
Kansas
$393K +$384K +3,672 New
MCWS
687
McKinley Carter Wealth Services
West Virginia
$391K -$100K -958 -21%
ECG
688
Edge Capital Group
Georgia
$391K
TCM
689
Tradewinds Capital Management
Washington
$388K
FFG
690
Frisch Financial Group
New York
$387K +$131K +1,258 +50%
WFA
691
Wellspring Financial Advisors
Ohio
$386K -$2.4K -23 -0.6%
CWM
692
Campbell Wealth Management
Virginia
$386K
CCA
693
Childress Capital Advisors
Texas
$385K
NAM
694
NTV Asset Management
West Virginia
$384K
PA
695
Procyon Advisors
Connecticut
$383K -$12.3K -118 -3%
RC
696
RegentAtlantic Capital
New Jersey
$383K +$3.35K +32 +0.9%
AW
697
Alaethes Wealth
Nevada
$382K -$523 -5 -0.1%
EWA
698
Encompass Wealth Advisors
Oregon
$382K
LA
699
Latitude Advisors
Florida
$381K +$6.48K +62 +2%
CTA
700
Colonial Trust Advisors
South Carolina
$378K -$5.85K -56 -2%

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.