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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
APW
726
Aurora Private Wealth
New Jersey
$342K +$2.4K +23 +0.7%
NB
727
Nicolet Bankshares
Wisconsin
$341K
RF
728
Resolute Financial
Massachusetts
$341K +$333K +3,186 New
LFG
729
Larson Financial Group
Missouri
$336K +$13.4K +128 +4%
LF
730
Lantz Financial
Illinois
$335K
DWM
731
Drive Wealth Management
Utah
$334K +$326K +3,118 New
DWM
732
Denver Wealth Management
Colorado
$334K +$326K +3,120 New
RW
733
Rede Wealth
Virginia
$333K -$23.7K -227 -7%
EA
734
Ellsworth Advisors
Ohio
$333K
CA
735
Corrado Advisors
New Jersey
$333K +$78.5K +751 +32%
TVAMP
736
Tennessee Valley Asset Management Partners
Tennessee
$332K -$50.3K -481 -13%
AUB
737
Atlantic Union Bankshares
Virginia
$332K
ECM
738
Evergreen Capital Management
Washington
$332K
WP
739
WealthShield Partners
North Carolina
$332K +$64.3K +615 +25%
EFA
740
Evernest Financial Advisors
Indiana
$331K +$314K +3,000 New
CFS
741
CRA Financial Services
New Jersey
$330K -$3.14K -30 -1%
FFA
742
Fragasso Financial Advisors
Pennsylvania
$329K +$24.1K +231 +8%
CIBC Private Wealth Group
743
CIBC Private Wealth Group
Georgia
$326K -$48.7K -466 -13%
KPW
744
Kore Private Wealth
New York
$326K +$32.3K +309 +11%
IC
745
IEQ Capital
California
$326K +$90.1K +862 +40%
EL
746
EQ LLC
Washington
$325K -$16.9K -162 -5%
1WA
747
180 Wealth Advisors
Washington
$322K -$14.1K -135 -4%
PCMC
748
Private Capital Management (Colorado)
Colorado
$322K +$99.8K +955 +46%
VWA
749
V Wealth Advisors
Kansas
$321K -$51K -488 -14%
SC
750
Saiph Capital
New Jersey
$321K +$314K +3,000 New

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.