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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
EWA
776
Exencial Wealth Advisors
Oklahoma
$286K +$279K +2,673 New
LC
777
Lincoln Capital
Nebraska
$285K +$4.81K +46 +2%
GIM
778
Goelzer Investment Management
Indiana
$284K +$277K +2,652 New
MWM
779
Meridian Wealth Management
Kentucky
$282K +$275K +2,633 New
4WM
780
4J Wealth Management
Virginia
$281K -$16.2K -155 -6%
CAM
781
Cozad Asset Management
Illinois
$280K
DWA
782
Douglass Winthrop Advisors
New York
$279K -$30.5K -292 -10%
IIM
783
InTrack Investment Management
Vermont
$278K
PA
784
Planning Alternatives
Michigan
$278K +$314 +3 +0.1%
PS
785
Portfolio Solutions
Michigan
$274K
SFG
786
Summit Financial Group
West Virginia
$274K
PAS
787
Park Avenue Securities
New York
$273K -$168K -1,612 -39%
F
788
F3Logic
Minnesota
$272K +$314 +3 +0.1%
Bessemer Group
789
Bessemer Group
New Jersey
$265K -$257K -2,463 -50%
SB
790
Strategic Blueprint
Georgia
$265K +$18.2K +174 +8%
CF
791
Centaurus Financial
California
$263K -$36.4K -348 -12%
AWP
792
Abacus Wealth Partners
California
$263K -$5.33K -51 -2%
TYCC
793
Texas Yale Capital Corp
Florida
$262K +$105 +1 +0%
EVM
794
Eaton Vance Management
Massachusetts
$262K +$170K +1,623 +195%
LWP
795
Legacy Wealth Planning
Nevada
$261K -$264K -2,529 -51%
CA
796
CoreCap Advisors
Michigan
$258K +$253K +2,416 New
FAM
797
Flaharty Asset Management
Florida
$257K
SAM
798
Smithbridge Asset Management
Pennsylvania
$257K
SFM
799
Signet Financial Management
New Jersey
$251K -$128K -1,225 -34%
GWAG
800
Garrett Wealth Advisory Group
Texas
$251K -$44.8K -429 -15%

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.