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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
MSS
801
Mitchell Sinkler & Starr
Pennsylvania
$251K
SFWA
802
Summit Financial Wealth Advisors
Louisiana
$251K
FMN
803
Financial Management Network
California
$250K +$13K +124 +6%
ONST
804
Old North State Trust
North Carolina
$250K +$244K +2,337 New
BWM
805
BCS Wealth Management
Tennessee
$249K
TIA
806
Traphagen Investment Advisors
New Jersey
$247K -$4.18K -40 -2%
NC
807
NovaPoint Capital
Georgia
$245K
EF
808
Empirical Finance
Pennsylvania
$244K -$125K -1,193 -34%
TC
809
Tacita Capital
Ontario, Canada
$244K
BMM
810
Buffington Mohr McNeal
Idaho
$243K +$237K +2,268 New
BRWM
811
B. Riley Wealth Management
Tennessee
$242K
OPCM
812
Osborne Partners Capital Management
California
$242K
BFO
813
Boston Family Office
Massachusetts
$241K
NA
814
Nottingham Advisors
New York
$241K
DL
815
DOHJ LLC
Washington
$239K +$234K +2,236 New
RIA
816
Richwood Investment Advisors
Ohio
$239K +$234K +2,236 New
GWS
817
Glassman Wealth Services
Virginia
$238K +$233K +2,228 New
OL
818
Optas LLC
Texas
$236K
SFA
819
Semmax Financial Advisors
North Carolina
$235K
RA
820
Rodgers & Associates
Pennsylvania
$233K -$10.1K -97 -4%
RMAM
821
Raab & Moskowitz Asset Management
New Jersey
$233K
CIA
822
Caerus Investment Advisors
Texas
$233K +$228K +2,182 New
C
823
CEDRUS
Colorado
$232K +$227K +2,172 New
RFA
824
Reilly Financial Advisors
California
$232K -$1.67K -16 -0.7%
GWA
825
Geometric Wealth Advisors
District of Columbia
$230K +$225K +2,151 New

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.