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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
SWA
676
SFMG Wealth Advisors
Texas
$913K +$10.9K +90 +1%
BCWM
677
Bartlett & Co Wealth Management
Ohio
$906K -$30.5K -252 -3%
GWMR
678
GC Wealth Management RIA
Massachusetts
$901K
VPP
679
Vertex Planning Partners
Illinois
$894K -$126K -1,039 -13%
AP
680
Atwood & Palmer
Missouri
$890K
WPW
681
Watershed Private Wealth
Illinois
$881K +$123K +1,017 +17%
VAS
682
Vestmark Advisory Solutions
Massachusetts
$872K +$1.82K +15 +0.2%
TI
683
Tidal Investments
Wisconsin
$868K +$1.82K +15 +0.2%
FWP
684
Falcon Wealth Planning
California
$861K -$79.1K -653 -9%
GIA
685
GHP Investment Advisors
Colorado
$860K +$484 +4 +0.1%
KL
686
KWMG LLC
Kansas
$856K -$4.72K -39 -0.6%
HWA
687
HCR Wealth Advisors
California
$848K
WP
688
WealthShield Partners
North Carolina
$839K +$5.21K +43 +0.6%
DIA
689
Dana Investment Advisors
Wisconsin
$835K
VC
690
Vicus Capital
Pennsylvania
$833K -$163K -1,346 -17%
MCCA
691
Mill Creek Capital Advisors
Pennsylvania
$831K +$801K +6,617 New
SF
692
Symphony Financial
Texas
$831K +$6.05K +50 +0.8%
SC
693
Soundwatch Capital
Connecticut
$830K +$568K +4,694 +246%
MW
694
MBL Wealth
North Carolina
$827K +$64.4K +532 +9%
BDFN
695
Bond & Devick Financial Network
Minnesota
$825K
First Manhattan
696
First Manhattan
New York
$822K
FWM
697
Foguth Wealth Management
Michigan
$821K -$531K -4,386 -40%
CWS
698
Cypress Wealth Services
California
$820K +$115K +953 +17%
RF
699
RHS Financial
California
$819K +$789K +6,521 New
PA
700
Procyon Advisors
Connecticut
$818K +$2.3K +19 +0.3%

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.