ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

1,050 hedge funds and large institutions have $24.3B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 368 increasing their positions, 412 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
-13
Holders Change %
-1.22%
% of All Funds
16.81%
Holding in Top 10
133
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.64%
% of All Funds
2.13%
New
78
Increased
368
Reduced
412
Closed
58
Calls
$11.8M
Puts
$2.3M
Net Calls
+$9.5M
Net Calls Change
+$293K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$255M
2
Cerity Partners
Cerity Partners
New York
$162M
3
Stifel Financial
Stifel Financial
Missouri
$267M
4
CS
Cisco Systems
California
$319M
5
OPS
Orion Portfolio Solutions
Nebraska
$40.8M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
BlackRock
BlackRock
New York
$3.61B
3
SWM
SigFig Wealth Management
California
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$59.4M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$1.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
751
Larson Financial Group
Missouri
$344K +$43.1K +476 +14%
SBH
752
Segall Bryant & Hamill
Illinois
$344K -$36.1K -399 -9%
CFB
753
Cullen/Frost Bankers
Texas
$343K +$51.8K +572 +18%
GFS
754
GYL Financial Synergies
Connecticut
$342K – – –
CIAS
755
Capital Investment Advisory Services
North Carolina
$342K -$8.15K -90 -2%
LWA
756
Lineweaver Wealth Advisors
Ohio
$342K +$1.27K +14 +0.4%
Neuberger Berman Group
757
Neuberger Berman Group
New York
$341K +$32.3K +357 +10%
LRIA
758
Leonard Rickey Investment Advisors
Washington
$341K -$32.3K -357 -9%
WFAG
759
Worth Financial Advisory Group
North Carolina
$341K -$340K -3,753 -50%
PIM
760
Parker Investment Management
California
$340K – – –
Kayne Anderson Rudnick Investment Management
761
Kayne Anderson Rudnick Investment Management
California
$338K – – –
NAM
762
NTV Asset Management
West Virginia
$336K – – –
CANC
763
Culbertson A N & Co
Virginia
$335K – – –
ONST
764
Old North State Trust
North Carolina
$334K +$128K +1,409 +62%
MWM
765
Marietta Wealth Management
Georgia
$334K +$1.63K +18 +0.5%
ANTB
766
AMG National Trust Bank
Colorado
$333K -$1.36K -15 -0.4%
VBFP
767
Valtinson Bruner Financial Planning
Minnesota
$330K -$4.53K -50 -1%
TPCW
768
TD Private Client Wealth
New York
$329K +$15K +166 +5%
LOPW
769
Live Oak Private Wealth
North Carolina
$329K +$83.8K +925 +34%
WHCI
770
W.H. Cornerstone Investments
Massachusetts
$327K +$1.72K +19 +0.5%
Prudential Financial
771
Prudential Financial
New Jersey
$326K +$64.5K +712 +25%
FFN
772
Focus Financial Network
Minnesota
$326K +$39.1K +432 +14%
KWM
773
Kaydan Wealth Management
Michigan
$322K +$32.8K +362 +11%
EAM
774
Evanson Asset Management
California
$321K -$10.2K -113 -3%
BFG
775
Barber Financial Group
Kansas
$320K +$1.27K +14 +0.4%
29 30
31
32 33