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iShares Core S&P Total US Stock Market ETF

871 hedge funds and large institutions have $24.7B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 333 increasing their positions, 272 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

904% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $1.18M

60% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 45

22% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 272

1% more funds holding

Funds holding: 860871 (+11)

2% more capital invested

Capital invested by funds: $24.3B → $24.7B (+$468M)

0.26% more ownership

Funds ownership: 60.65%60.91% (+0.26%)

6% less funds holding in top 10

Funds holding in top 10: 120113 (-7)

Holders
871
Holders Change
+11
Holders Change %
+1.28%
% of All Funds
15.25%
Holding in Top 10
113
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.83%
% of All Funds
1.98%
New
72
Increased
333
Reduced
272
Closed
45
Calls
$11.8M
Puts
$1.18M
Net Calls
+$10.6M
Net Calls Change
-$6.77M
Name Holding Trade Value Shares
Change
Change in
Stake
RPCA
776
Running Point Capital Advisors
California
$92K
SAM
777
Strategic Asset Management
Minnesota
$90K +$91K +900 New
EBA
778
Eagle Bay Advisors
New York
$88K +$91K +900 New
PAI
779
Pittenger & Anderson Inc
Nebraska
$86K +$4.55K +45 +5%
PMFA
780
Plante Moran Financial Advisors
Michigan
$82K
EVM
781
Eaton Vance Management
Massachusetts
$82K +$43.6K +431 +108%
CICI
782
Capital Investment Counsel Inc
North Carolina
$81K -$43K -425 -34%
FP
783
Financial Perspectives
Minnesota
$79.5K +$303 +3 +0.4%
Qube Research & Technologies (QRT)
784
Qube Research & Technologies (QRT)
United Kingdom
$75K -$1.12M -11,093 -94%
SMG
785
Spectrum Management Group
Indiana
$75K -$77.5K -766 -50%
PO
786
Private Ocean
California
$75K
PCFFS
787
Pacific Center for Financial Services
California
$73K
CB
788
CNB Bank
Pennsylvania
$70K
DI
789
Disciplined Investments
Oklahoma
$65K
Citigroup
790
Citigroup
New York
$64K -$218K -2,159 -77%
CWA
791
Clearview Wealth Advisors
Oregon
$64K -$6.07K -60 -8%
PAIM
792
Punch & Associates Investment Management
Minnesota
$64K
VNA
793
Valley National Advisers
Pennsylvania
$64K +$3.44K +34 +6%
AL
794
ADE LLC
Maryland
$61K
FFA
795
Freedman Financial Associates
Massachusetts
$61K
RG
796
Retirement Group
California
$61K
CG
797
Cutler Group
California
$59K +$60.7K +600 New
CH
798
Canton Hathaway
Rhode Island
$58K
DWA
799
Delos Wealth Advisors
Texas
$58K
LWM
800
Liberty Wealth Management
California
$56K +$303 +3 +0.5%

ITOT Hedge Fund Activity: Q3 2021 in Review

871 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2021, worth a combined $24.7B — up 1.9% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ITOT positions and 45 closed out — a net gain of 27 holders — while 333 added to existing stakes and 272 trimmed.

The largest buyer was Wells Fargo, adding an estimated $927M. The largest seller was Stifel Financial, cutting an estimated $106M.

  • 871 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2021, up from 860 in Q2 2021.
  • Funds reported $24.7B of iShares Core S&P Total US Stock Market ETF stock for Q3 2021, up 1.9% quarter-over-quarter.
  • 72 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2021 and 45 closed out, a net change of +27 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2021 was Wells Fargo, an estimated $927M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2021 was Stifel Financial, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2021.