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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
GA
51
Goldstein Advisors
Wisconsin
$105M -$1.82M -15,072 -2%
JBA
52
Johnson Bixby & Associates
Washington
$105M -$28.6K -236 -0%
CA
53
Claar Advisors
New York
$104M +$2.54M +21,000 +3%
WAG
54
Winthrop Advisory Group
Massachusetts
$98.5M +$3M +24,743 +3%
RWP
55
Reliant Wealth Planning
Kentucky
$89.3M +$1.08M +8,884 +1%
SIM
56
Stratos Investment Management
Ohio
$86.5M +$13.4M +110,406 +19%
Macquarie Group
57
Macquarie Group
Australia
$85.9M +$1.61M +13,334 +2%
JIP
58
Jaffetilchin Investment Partners
Florida
$83.9M -$1.4M -11,565 -2%
ZF
59
Zhang Financial
Michigan
$83.9M -$2.4M -19,803 -3%
UWPG
60
Ullmann Wealth Partners Group
Florida
$82M +$148K +1,225 +0.2%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$81.4M +$3.75M +30,945 +5%
RJA
62
Raymond James & Associates
Florida
$80M +$780K +6,444 +1%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$78.7M +$3.6M +29,769 +5%
AA
64
Ancora Advisors
Ohio
$78.5M +$2.03M +16,761 +3%
SQA
65
Simon Quick Advisors
New Jersey
$70.8M -$367K -3,034 -0.5%
IOOF
66
Independent Order of Foresters
Ontario, Canada
$69M
CAM
67
Cresset Asset Management
Illinois
$68.5M +$1.49M +12,287 +2%
HWA
68
Heritage Wealth Advisors
Virginia
$66.9M -$90.9K -751 -0.1%
AIM
69
Allen Investment Management
New York
$66.7M
EWM
70
Executive Wealth Management
Michigan
$66.2M +$63.8M +526,910 New
MML Investors Services
71
MML Investors Services
Massachusetts
$63.8M +$782K +6,460 +1%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$63.6M +$7.28M +60,104 +13%
FWI
73
Facet Wealth Inc
Maryland
$62.8M -$189K -1,558 -0.3%
OBWP
74
O'Brien Wealth Partners
Massachusetts
$59.3M -$1.81M -14,937 -3%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$58.3M -$628K -5,191 -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.