ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

1,069 hedge funds and large institutions have $26B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 347 increasing their positions, 390 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
17.04%
Holding in Top 10
140
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.41%
% of All Funds
2.23%
New
64
Increased
347
Reduced
390
Closed
57
Calls
$11.3M
Puts
$1.24M
Net Calls
+$10.1M
Net Calls Change
-$3.58M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$887M
2
Empower Advisory Group
Empower Advisory Group
Colorado
$249M
3
Wealthfront Advisers
Wealthfront Advisers
California
$391M
4
Wells Fargo
Wells Fargo
California
$4.62B
5
Osaic Holdings
Osaic Holdings
Arizona
$209M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$124M
2
LWM
LJI Wealth Management
Indiana
$74.4M
3
AT
American Trust
Kentucky
$785K
4
SW
SVB Wealth
Massachusetts
$80.7M
5
EK
Evensky & Katz
Florida
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
676
Laird Norton Wetherby Wealth Management
California
$517K +$47.9K +509 +10%
GL
677
Graypoint LLC
New York
$517K -$225K -2,389 -30%
RMDI
678
R.M. Davis Inc
Maine
$513K -$21.2K -225 -4%
RFA
679
Resurgent Financial Advisors
Georgia
$512K -$21K -223 -4%
PG
680
Proffitt & Goodson
Tennessee
$510K -$19.1K -203 -4%
BC
681
Bartlett & Co
Ohio
$507K – – –
BCWM
682
Bartlett & Co Wealth Management
Ohio
$507K – – –
WP
683
WealthSpring Partners
California
$506K – – –
SCM
684
SOL Capital Management
Maryland
$503K – – –
HR
685
Howe & Rusling
New York
$500K -$10.8K -115 -2%
TFCP
686
Twin Focus Capital Partners
Massachusetts
$499K – – –
FFS
687
Founders Financial Securities
Maryland
$499K +$3.67K +39 +0.7%
EA
688
Efficient Advisors
Ohio
$497K -$45.7K -485 -8%
EWP
689
Elevation Wealth Partners
California
$497K -$1.13K -12 -0.2%
AIP
690
ARS Investment Partners
New York
$496K -$217K -2,300 -30%
1IA
691
1834 Investment Advisors
Wisconsin
$493K -$1.79K -19 -0.4%
HIA
692
Harbor Investment Advisory
Maryland
$487K +$3.3K +35 +0.7%
AWAG
693
ARS Wealth Advisors Group
Florida
$485K +$126K +1,337 +35%
TNA
694
True North Advisors
Texas
$484K – – –
WPW
695
Waldron Private Wealth
Pennsylvania
$483K +$5.39K +57 +1%
PMFA
696
Plante Moran Financial Advisors
Michigan
$481K – – –
GLA
697
Good Life Advisors
Pennsylvania
$481K -$9.8K -104 -2%
TC
698
Telemus Capital
Michigan
$480K – – –
RFC
699
Regions Financial Corp
Alabama
$471K -$25.4K -270 -5%
FC
700
Forte Capital
New York
$469K -$5.7M -60,553 -92%
26 27
28
29 30