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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
Deutsche Bank
726
Deutsche Bank
Germany
$757K
GFS
727
GYL Financial Synergies
Connecticut
$753K
OWA
728
Outlook Wealth Advisors
Texas
$751K +$34.4K +284 +5%
HIA
729
Harbor Investment Advisory
Maryland
$749K +$18.8K +155 +3%
NRWA
730
North Ridge Wealth Advisors
Oregon
$748K -$24.9K -206 -3%
FWM
731
ForthRight Wealth Management
Georgia
$736K -$2.79K -23 -0.4%
DWM
732
Dopkins Wealth Management
New York
$733K -$1.17M -9,645 -62%
CPP
733
Capasso Planning Partners
South Carolina
$731K +$222K +1,831 +46%
Millennium Management
734
Millennium Management
New York
$729K -$1.25M -10,308 -64%
BI
735
Beckerman Institutional
New Jersey
$728K +$702K +5,798 New
KFC
736
Klingenstein Fields & Co
New York
$726K +$7.38K +61 +1%
GAB
737
German American Bancorp
Indiana
$726K
TFM
738
Trademark Financial Management
Minnesota
$724K -$55.1K -455 -7%
PMFA
739
Plante Moran Financial Advisors
Michigan
$723K +$84.7K +700 +14%
WP
740
WealthPLAN Partners
Nebraska
$723K -$19.4K -160 -3%
CCG
741
Cypress Capital Group
Florida
$720K -$248K -2,050 -26%
RA
742
Rodgers & Associates
Pennsylvania
$719K +$142K +1,175 +26%
GC
743
Gibson Capital
Pennsylvania
$718K -$4.6K -38 -0.7%
CPA
744
Clear Point Advisors
New York
$717K +$39.7K +328 +6%
BOPW
745
Brandywine Oak Private Wealth
Pennsylvania
$715K +$3.27K +27 +0.5%
KWM
746
Kaydan Wealth Management
Michigan
$713K +$15K +124 +2%
CTA
747
Chesley Taft & Associates
Illinois
$712K
PPP
748
Private Portfolio Partners
New Jersey
$710K +$685K +5,656 New
HIP
749
HUB Investment Partners
Texas
$710K -$26.9K -222 -4%
ATS
750
Ashton Thomas Securities
New York
$705K +$487K +4,019 +252%

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.