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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
NA
726
Nottingham Advisors
New York
$221K -$3.44K -34 -1%
BFO
727
Boston Family Office
Massachusetts
$221K
GC
728
Grimes & Company
Massachusetts
$218K +$10.8K +107 +5%
OL
729
Optas LLC
Texas
$217K +$223K +2,202 New
SFA
730
Semmax Financial Advisors
North Carolina
$216K
FMN
731
Financial Management Network
California
$216K +$101 +1 +0%
RMAM
732
Raab & Moskowitz Asset Management
New Jersey
$215K
IC
733
IEQ Capital
California
$215K +$101 +1 +0%
BWL
734
Bogart Wealth LLC
Virginia
$215K +$1.42K +14 +0.6%
RFA
735
Reilly Financial Advisors
California
$214K +$4.25K +42 +2%
CFG
736
Citizens Financial Group
Rhode Island
$208K
GW
737
GW & Wade
Massachusetts
$208K +$607 +6 +0.3%
Charles Schwab
738
Charles Schwab
California
$207K -$111K -1,100 -34%
MFW
739
Meristem Family Wealth
Minnesota
$207K +$1.62K +16 +0.8%
RWM
740
Reston Wealth Management
Virginia
$207K +$213K +2,102 New
CFS
741
Cannon Financial Strategists
Georgia
$205K +$211K +2,088 New
MCM
742
Mattern Capital Management
Colorado
$205K
HSWM
743
Hubbell Strickland Wealth Management
Louisiana
$205K +$303 +3 +0.1%
WJA
744
Willis Johnson & Associates
Texas
$205K +$607 +6 +0.3%
Comerica Bank
745
Comerica Bank
Texas
$204K -$64.6K -639 -25%
I
746
INVST
Indiana
$204K
ISB
747
Iowa State Bank
Iowa
$204K
PCMC
748
Private Capital Management (Colorado)
Colorado
$203K +$208K +2,059 New
CWM
749
Cranbrook Wealth Management
Michigan
$202K -$1.42K -14 -0.7%
OWM
750
Opes Wealth Management
California
$200K -$2.83K -28 -1%

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.