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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
CGFA
751
Colton Groome Financial Advisors
North Carolina
$320K -$11.2K -107 -3%
FA
752
FC Advisory
Pennsylvania
$319K +$25.5K +244 +9%
ACP
753
Aveo Capital Partners
Colorado
$315K +$308K +2,947 New
OBWG
754
Onyx Bridge Wealth Group
New York
$314K +$13.7K +131 +5%
MWPCG
755
Measured Wealth Private Client Group
New Hampshire
$312K
TCM
756
Tandem Capital Management
New Jersey
$309K +$18.3K +175 +6%
FCFC
757
First Commonwealth Financial Corp
Pennsylvania
$308K -$909K -8,697 -75%
SC
758
Seldon Capital
California
$308K +$301K +2,876 New
LAS
759
Lloyd Advisory Services
Georgia
$307K +$300K +2,872 New
MIAS
760
Mason Investment Advisory Services
Virginia
$306K
IA
761
IFG Advisory
Georgia
$306K
TFS
762
TrustCore Financial Services
Tennessee
$306K +$1.78K +17 +0.6%
CIC
763
Carnegie Investment Counsel
Ohio
$303K +$21.4K +205 +8%
CA
764
Continuum Advisory
Idaho
$303K +$296K +2,836 New
BWM
765
Birchcreek Wealth Management
Ohio
$301K +$7.94K +76 +3%
TI
766
Tidal Investments
Wisconsin
$301K +$294K +2,817 New
TCM
767
Telos Capital Management
California
$300K +$294K +2,808 New
MW
768
Marcum Wealth
Ohio
$298K -$7.74K -74 -3%
QCG
769
Quadrant Capital Group
Ohio
$297K +$279K +2,665 +2,358%
SC
770
Schiavi & Co
Delaware
$296K
MWM
771
McNaughton Wealth Management
California
$295K +$2.72K +26 +0.9%
H
772
HoyleCohen
California
$294K
MWM
773
Marietta Wealth Management
Georgia
$294K +$6.06K +58 +2%
FIM
774
Fernwood Investment Management
Massachusetts
$290K +$4.5K +43 +2%
BRM
775
Boston Research & Management
Massachusetts
$287K +$281K +2,684 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.