ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

1,173 hedge funds and large institutions have $31.1B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 449 increasing their positions, 364 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,173
Holders Change
+104
Holders Change %
+9.73%
% of All Funds
17.2%
Holding in Top 10
158
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.86%
% of All Funds
2.32%
New
181
Increased
449
Reduced
364
Closed
57
Calls
$22M
Puts
$3.49M
Net Calls
+$18.5M
Net Calls Change
+$8.43M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.26B
2
BlackRock
BlackRock
New York
$4.4B
3
MFIM
Mesirow Financial Investment Management
Illinois
$96.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$453M
5
BSW
Buckingham Strategic Wealth
Missouri
$273M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$898M
2
Osaic Holdings
Osaic Holdings
Arizona
$171M
3
TLIC
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
Empower Advisory Group
Colorado
$228M
5
SW
SVB Wealth
Massachusetts
$40.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
776
Salem Investment Counselors
North Carolina
$482K +$21K +200 +5%
Koshinski Asset Management
777
Koshinski Asset Management
Illinois
$476K -$16.2M -153,568 -97%
WB
778
West Bancorporation
Iowa
$472K – – –
SPWM
779
Schrum Private Wealth Management
Florida
$471K -$325K -3,087 -41%
RA
780
Rodgers & Associates
Pennsylvania
$470K -$842 -8 -0.2%
RFA
781
Resurgent Financial Advisors
Georgia
$469K -$103K -976 -18%
Vanguard Group
782
Vanguard Group
Pennsylvania
$468K +$468K +4,449 New
CCM
783
Coldstream Capital Management
Washington
$467K -$28.3K -269 -6%
SC
784
Schiavi & Co
Delaware
$466K – – –
CD
785
Chapin Davis
Maryland
$466K -$24.6K -234 -5%
RA
786
Ruggaard & Associates
Ohio
$464K – – –
FOA
787
Five Oceans Advisors
California
$464K -$737 -7 -0.2%
SAW
788
Signal Advisors Wealth
Michigan
$460K +$460K +4,370 New
MSFS
789
Main Street Financial Solutions
Pennsylvania
$458K +$2K +19 +0.4%
EWA
790
Encompass Wealth Advisors
Oregon
$458K -$12.9K -123 -3%
CMBA
791
C.M. Bidwell & Associates
Hawaii
$454K – – –
PD
792
Planning Directions
Pennsylvania
$453K +$20.7K +197 +5%
FEM
793
Fulcrum Equity Management
Texas
$452K +$452K +4,293 New
CIBC Private Wealth Group
794
CIBC Private Wealth Group
Georgia
$452K -$61.2K -582 -12%
CIA
795
Capital Investment Advisors
Georgia
$451K +$451K +4,283 New
EC
796
Eaton-Cambridge
Arizona
$450K +$450K +4,276 New
MWM
797
Marietta Wealth Management
Georgia
$450K -$5.58K -53 -1%
NPF
798
Norris Perne & French
Michigan
$449K -$7.89K -75 -2%
MW
799
MBL Wealth
North Carolina
$440K +$41.3K +392 +10%
BWP
800
BSW Wealth Partners
Colorado
$440K +$40K +380 +10%
30 31
32
33 34