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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
OCM
701
One Capital Management
California
$815K +$27.7K +229 +4%
VAMG
702
Voisard Asset Management Group
Michigan
$815K +$337K +2,784 +75%
YU
703
Yale University
Connecticut
$812K +$783K +6,464 New
AssetMark Inc
704
AssetMark Inc
California
$808K +$173K +1,431 +29%
HI
705
Human Investing
Oregon
$803K -$6.78K -56 -0.9%
CPA
706
Capital Planning Advisors
California
$795K
AGWCA
707
Annis Gardner Whiting Capital Advisors
Florida
$791K +$338K +2,795 +80%
COCM
708
Charter Oak Capital Management
New Hampshire
$790K +$42.4K +350 +6%
SF
709
Synovus Financial
Georgia
$788K +$363 +3 +0%
SDWIA
710
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$787K -$11.1K -92 -1%
TW
711
Transform Wealth
Colorado
$786K
CA
712
CGN Advisors
Kansas
$785K +$327K +2,698 +76%
BL
713
Balentine LLC
Georgia
$784K
NJIM
714
Nabity-Jensen Investment Management
Nebraska
$782K -$24.7K -204 -3%
RCM
715
Raleigh Capital Management
North Carolina
$778K -$77.1K -637 -9%
T
716
TrueFG
Texas
$778K +$2.79K +23 +0.4%
DAS
717
Diversify Advisory Services
Utah
$776K -$192K -1,588 -21%
WTC
718
WhitTier Trust Company
Nevada
$772K +$77.6K +641 +12%
FLPIM
719
F.L. Putnam Investment Management
Massachusetts
$772K -$112K -923 -13%
USCWA
720
U.S. Capital Wealth Advisors
Texas
$770K +$742K +6,130 New
KFP
721
Keener Financial Planning
Texas
$770K -$89.3K -738 -11%
PPWP
722
Premier Path Wealth Partners
New Jersey
$768K +$132K +1,093 +22%
WAL
723
W Advisors LLC
Tennessee
$767K +$484 +4 +0.1%
BAM
724
Belpointe Asset Management
Nevada
$761K -$3.87K -32 -0.5%
NSAM
725
North Star Asset Management
Wisconsin
$758K +$9.08K +75 +1%

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.