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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
CG
801
CFO4Life Group
Texas
$578K
PCH
802
PGIM Custom Harvest
New Jersey
$577K +$556K +4,590 New
SIC
803
Salem Investment Counselors
North Carolina
$575K
NLP
804
Next Level Private
New York
$574K +$554K +4,572 New
SDJVC
805
St. Denis J. Villere & Co
Louisiana
$567K
BA
806
Bristlecone Advisors
Washington
$567K +$179K +1,477 +49%
ZIG
807
Zullo Investment Group
Pennsylvania
$567K -$2.42K -20 -0.4%
SCTC
808
Sanibel Captiva Trust Company
Florida
$566K -$242 -2 -0%
ECM
809
Evergreen Capital Management
Washington
$566K
BBPWM
810
Blue Bell Private Wealth Management
Pennsylvania
$564K -$74.2K -613 -12%
RFA
811
Resurgent Financial Advisors
Georgia
$564K
PWMG
812
Pinnacle Wealth Management Group
Michigan
$557K +$130K +1,075 +32%
AP
813
Adero Partners
California
$557K -$23.9K -197 -4%
SC
814
Schiavi & Co
Delaware
$557K
TIA
815
Traphagen Investment Advisors
New Jersey
$556K -$20.5K -169 -4%
MWM
816
Marietta Wealth Management
Georgia
$555K -$16.7K -138 -3%
EWP
817
Elevation Wealth Partners
California
$555K -$12K -99 -2%
RA
818
Ruggaard & Associates
Ohio
$555K +$242 +2 +0%
FOA
819
Five Oceans Advisors
California
$554K
CI
820
Cordant Inc
Oregon
$553K +$90.2K +745 +20%
CB
821
Commerce Bank
Missouri
$548K +$94.4K +780 +22%
CMBA
822
C.M. Bidwell & Associates
Hawaii
$542K
IAS
823
IMA Advisory Services
Colorado
$542K +$523K +4,317 New
WB
824
West Bancorporation
Iowa
$538K +$12.1K +100 +2%
PCS
825
Personal CFO Solutions
New Jersey
$533K +$11.9K +98 +2%

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.