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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
SFG
701
Summit Financial Group
West Virginia
$252K
FFG
702
Frisch Financial Group
New York
$249K -$404 -4 -0.2%
F
703
F3Logic
Minnesota
$249K +$45.7K +452 +22%
AWP
704
Abacus Wealth Partners
California
$247K
PJSIMP
705
P.J. Schmidt Investment Management (PJS)
Wisconsin
$246K +$9.51K +94 +4%
WP
706
WealthShield Partners
North Carolina
$245K -$7.1M -70,235 -97%
TYCC
707
Texas Yale Capital Corp
Florida
$241K
FFA
708
Founders Financial Alliance
North Carolina
$237K -$18.3K -181 -7%
DC
709
Derby & Company
Massachusetts
$237K
SAM
710
Smithbridge Asset Management
Pennsylvania
$236K
FAM
711
Flaharty Asset Management
Florida
$236K +$243K +2,400 New
CA
712
Corrado Advisors
New Jersey
$233K +$239K +2,364 New
MSS
713
Mitchell Sinkler & Starr
Pennsylvania
$231K
TIA
714
Traphagen Investment Advisors
New Jersey
$231K -$1.92K -19 -0.8%
SFWA
715
Summit Financial Wealth Advisors
Louisiana
$230K -$8.6K -85 -4%
BWM
716
BCS Wealth Management
Tennessee
$229K
CL
717
CIM LLC
New York
$229K
SB
718
Strategic Blueprint
Georgia
$227K +$97.3K +962 +72%
ECM
719
Exchange Capital Management
Michigan
$226K -$3.54K -35 -1%
NC
720
NovaPoint Capital
Georgia
$225K
TC
721
Tacita Capital
Ontario, Canada
$225K
FANJ
722
Financial Architects (New Jersey)
New Jersey
$223K -$49.5K -490 -18%
RA
723
Rodgers & Associates
Pennsylvania
$223K
BRWM
724
B. Riley Wealth Management
Tennessee
$223K +$229K +2,267 New
OPCM
725
Osborne Partners Capital Management
California
$222K

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.