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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
AWAG
776
ARS Wealth Advisors Group
Florida
$632K -$96.4K -796 -14%
CIG
777
Cullen Investment Group
Louisiana
$623K +$14K +116 +2%
SRCM
778
Signature Resources Capital Management
California
$619K -$62.5K -516 -9%
SWA
779
Strategies Wealth Advisors
Michigan
$615K -$88.4K -730 -13%
VCA
780
Verdence Capital Advisors
Maryland
$614K -$605 -5 -0.1%
PIA
781
Panoramic Investment Advisors
Colorado
$613K +$591K +4,883 New
GAM
782
Gemmer Asset Management
California
$613K
XF
783
XML Financial
Maryland
$611K -$1.21K -10 -0.2%
CCA
784
Cadent Capital Advisors
Oklahoma
$606K +$1.09K +9 +0.2%
HR
785
Howe & Rusling
New York
$605K -$6.54K -54 -1%
AWA
786
Arete Wealth Advisors
Illinois
$599K -$58.4K -482 -9%
ACI
787
Alpha Cubed Investments
California
$595K -$13.9K -115 -2%
PCM
788
Prelude Capital Management
New York
$594K +$573K +4,729 New
CA
789
Continuum Advisory
Idaho
$593K +$223K +1,844 +68%
TVAMP
790
Tennessee Valley Asset Management Partners
Tennessee
$593K -$847 -7 -0.1%
LJHT
791
Laurie J. Hall Trustee
$591K
KWA
792
Kingswood Wealth Advisors
California
$585K +$115K +949 +26%
CCA
793
Carrera Capital Advisors
Michigan
$584K +$562K +4,646 New
HP
794
Hilltop Partners
Indiana
$582K +$1.21K +10 +0.2%
CD
795
Chapin Davis
Maryland
$580K +$50.8K +420 +10%
VWA
796
VERITY Wealth Advisors
United States
$580K -$29.4K -243 -5%
AC
797
AWM Capital
Arizona
$579K
FA
798
Financial Alternatives
California
$579K
ZF
799
Zega Financial
Florida
$579K -$4.48K -37 -0.8%
TWM
800
Thrive Wealth Management
Pennsylvania
$579K +$2.54K +21 +0.5%

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.