We are live on ! Find out more
ITOT icon

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
HB
51
Homrich & Berg
Georgia
$64.6M -$814K -8,049 -1%
UWPG
52
Ullmann Wealth Partners Group
Florida
$62.7M +$4.14M +40,908 +7%
FQ
53
First Quadrant
California
$61.7M -$1.42M -14,046 -2%
TPWA
54
TRUE Private Wealth Advisors
Oregon
$60.1M -$13.8M -136,761 -18%
Creative Planning
55
Creative Planning
Kansas
$57.7M +$1.95M +19,268 +3%
PCIA
56
Prime Capital Investment Advisors
Kansas
$57.7M -$4.33M -42,816 -7%
RWP
57
Reliant Wealth Planning
Kentucky
$57.2M -$590K -5,830 -1%
JBA
58
Johnson Bixby & Associates
Washington
$57.1M +$1.06M +10,509 +2%
EWM
59
Executive Wealth Management
Michigan
$56.5M -$1.68M -16,637 -3%
LPT
60
Legacy Private Trust
Wisconsin
$54.1M +$15.9M +157,656 +40%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$52M +$3.62M +35,786 +7%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$51.9M -$2.12M -20,959 -4%
RJA
63
Raymond James & Associates
Florida
$50.9M +$917K +9,072 +2%
BCM
64
Brookstone Capital Management
Illinois
$49.7M +$2.47M +24,463 +5%
UCFA
65
United Capital Financial Advisors
Texas
$47.8M -$928K -9,176 -2%
IAA
66
Ironsides Asset Advisors
North Carolina
$47.5M
AA
67
Ancora Advisors
Ohio
$47.3M +$2.39M +23,653 +5%
MML Investors Services
68
MML Investors Services
Massachusetts
$47.1M +$1.45M +14,351 +3%
PFO
69
Pathstone Family Office
New Jersey
$46.4M
PAMG
70
Patton Albertson Miller Group
Tennessee
$44.3M -$71.3K -705 -0.2%
WAG
71
Winthrop Advisory Group
Massachusetts
$43.8M +$2.87M +28,400 +7%
MWM
72
Mission Wealth Management
California
$43.5M -$5.55M -54,853 -11%
E
73
Ergoteles
New York
$43.5M +$41.4M +409,609 +1,335%
PP
74
Pegasus Partners
Wisconsin
$42.8M +$23M +227,652 +110%
TI
75
Truepoint Inc
Ohio
$41.4M -$2.69M -26,576 -6%

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.