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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
TNA
751
True North Advisors
Texas
$702K +$54.6K +451 +9%
Qube Research & Technologies (QRT)
752
Qube Research & Technologies (QRT)
United Kingdom
$700K -$630K -5,201 -48%
LNWWM
753
Laird Norton Wetherby Wealth Management
California
$694K
WIA
754
Wetzel Investment Advisors
Indiana
$694K +$11.6K +96 +2%
FFL
755
Financial Freedom LLC
Ohio
$693K +$1.09K +9 +0.2%
FAG
756
Financial Architects (Georgia)
Georgia
$691K
DA
757
Detalus Advisors
Missouri
$685K +$660K +5,449 New
CAM
758
Clark Asset Management
New Hampshire
$680K
WPW
759
Waldron Private Wealth
Pennsylvania
$673K -$1.33K -11 -0.2%
JWA
760
JFS Wealth Advisors
Pennsylvania
$670K +$33.7K +278 +5%
CCM
761
Coldstream Capital Management
Washington
$670K -$13.3K -110 -2%
RIA
762
Realta Investment Advisors
Delaware
$667K -$1.94M -16,005 -75%
OWA
763
One Wealth Advisors
California
$667K -$9.93K -82 -2%
CAI
764
Capital Advisors Inc
Oklahoma
$666K -$121K -996 -16%
RMDI
765
R.M. Davis Inc
Maine
$666K
CIA
766
Capital Investment Advisors
Georgia
$664K +$32.3K +267 +5%
SCM
767
SOL Capital Management
Maryland
$663K -$7.87K -65 -1%
CA
768
Calton & Associates
Florida
$661K -$67.7K -559 -10%
NIM
769
Northeast Investment Management
Massachusetts
$659K
SL
770
Salomon & Ludwin
Virginia
$654K +$63.3K +523 +11%
1IA
771
1834 Investment Advisors
Wisconsin
$651K -$121 -1 -0%
CCM
772
Carlson Capital Management
Minnesota
$651K -$94.8K -783 -13%
MSFS
773
Main Street Financial Solutions
Pennsylvania
$641K -$18K -149 -3%
TF
774
Tompkins Financial
New York
$638K
MCA
775
MSH Capital Advisors
Arizona
$633K +$484 +4 +0.1%

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.