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iShares Core S&P Total US Stock Market ETF

994 hedge funds and large institutions have $28.8B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 371 increasing their positions, 270 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 40

80% more call options, than puts

Call options by funds: $11M | Put options by funds: $6.11M

37% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 270

19% more funds holding in top 10

Funds holding in top 10: 113135 (+22)

16% more capital invested

Capital invested by funds: $24.7B → $28.8B (+$4.04B)

14% more funds holding

Funds holding: 871994 (+123)

0.93% more ownership

Funds ownership: 60.91%61.84% (+0.93%)

Holders
994
Holders Change
+123
Holders Change %
+14.12%
% of All Funds
15.3%
Holding in Top 10
135
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+19.47%
% of All Funds
2.08%
New
177
Increased
371
Reduced
270
Closed
40
Calls
$11M
Puts
$6.11M
Net Calls
+$4.9M
Net Calls Change
-$5.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
51
Macquarie Group
Australia
$72.1M
EPM
52
Elm Partners Management
Pennsylvania
$70.4M -$369K -3,531 -0.5%
UWPG
53
Ullmann Wealth Partners Group
Florida
$69.9M +$1.71M +16,367 +3%
HWM
54
HB Wealth Management
Georgia
$69.7M +$68.1M +651,079 New
TPWA
55
TRUE Private Wealth Advisors
Oregon
$67.5M +$2.15M +20,543 +3%
BCI
56
Brinker Capital Investments
Pennsylvania
$66.6M -$6.91M -66,142 -10%
JBA
57
Johnson Bixby & Associates
Washington
$65M +$2.88M +27,574 +5%
FQ
58
First Quadrant
California
$64.7M -$2.38M -22,780 -4%
PCIA
59
Prime Capital Investment Advisors
Kansas
$62.5M -$157K -1,499 -0.3%
PP
60
Pegasus Partners
Wisconsin
$62.3M +$15.5M +147,817 +34%
EWM
61
Executive Wealth Management
Michigan
$61.2M -$228K -2,183 -0.4%
RWP
62
Reliant Wealth Planning
Kentucky
$61.1M -$1.1M -10,505 -2%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$60.7M +$4.2M +40,137 +8%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$59.9M +$3.31M +31,644 +6%
BCM
65
Brookstone Capital Management
Illinois
$58.6M +$6.58M +62,928 +13%
AWM
66
AE Wealth Management
Kansas
$57.9M +$32.4M +309,634 +134%
RJA
67
Raymond James & Associates
Florida
$57.5M +$2.16M +20,631 +4%
AA
68
Ancora Advisors
Ohio
$54.2M +$2.74M +26,244 +5%
IAA
69
Ironsides Asset Advisors
North Carolina
$52M +$349K +3,342 +0.7%
WAG
70
Winthrop Advisory Group
Massachusetts
$51.1M +$3.32M +31,802 +7%
PFO
71
Pathstone Family Office
New Jersey
$50.8M +$349K +3,343 +0.7%
MML Investors Services
72
MML Investors Services
Massachusetts
$50.5M -$702K -6,716 -1%
UCFA
73
United Capital Financial Advisors
Texas
$50.1M -$1.82M -17,418 -4%
PAMG
74
Patton Albertson Miller Group
Tennessee
$48.2M +$37.6K +360 +0.1%
MWM
75
Mission Wealth Management
California
$47.8M +$508K +4,857 +1%

ITOT Hedge Fund Activity: Q4 2021 in Review

994 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2021, worth a combined $28.8B — up 16% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new ITOT positions and 40 closed out — a net gain of 137 holders — while 371 added to existing stakes and 270 trimmed.

The largest buyer was Wells Fargo, adding an estimated $256M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $123M.

  • 994 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2021, up from 871 in Q3 2021.
  • Funds reported $28.8B of iShares Core S&P Total US Stock Market ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 177 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2021 and 40 closed out, a net change of +137 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2021 was Wells Fargo, an estimated $256M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.