We are live on ! Find out more
ITOT icon

iShares Core S&P Total US Stock Market ETF

871 hedge funds and large institutions have $24.7B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 333 increasing their positions, 272 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

904% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $1.18M

60% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 45

22% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 272

1% more funds holding

Funds holding: 860871 (+11)

2% more capital invested

Capital invested by funds: $24.3B → $24.7B (+$468M)

0.26% more ownership

Funds ownership: 60.65%60.91% (+0.26%)

6% less funds holding in top 10

Funds holding in top 10: 120113 (-7)

Holders
871
Holders Change
+11
Holders Change %
+1.28%
% of All Funds
15.25%
Holding in Top 10
113
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.83%
% of All Funds
1.98%
New
72
Increased
333
Reduced
272
Closed
45
Calls
$11.8M
Puts
$1.18M
Net Calls
+$10.6M
Net Calls Change
-$6.77M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
826
Cullen/Frost Bankers
Texas
$30K +$30.3K +300 New
AWA
827
Artemis Wealth Advisors
New York
$29.6K -$9.2K -91 -23%
LWA
828
Lenox Wealth Advisors
New York
$27K +$27.7K +274 New
LWANC
829
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K
NSIM
830
North Star Investment Management
Illinois
$25K +$25.3K +250 New
TPCW
831
TD Private Client Wealth
New York
$23.7K -$2.93K -29 -11%
FRA
832
Front Row Advisors
California
$22K
BCA
833
Berman Capital Advisors
Georgia
$21K -$29.9M -295,526 -100%
LDFR
834
Lehman & Derafelo Financial Resources
Pennsylvania
$21K
KFI
835
Key Financial Inc
Pennsylvania
$20K
EIP
836
Ellis Investment Partners
Pennsylvania
$20K +$101 +1 +0.5%
MCM
837
Manchester Capital Management
Vermont
$20K +$20.2K +200 New
ME
838
McIlrath & Eck
Washington
$18K
RF
839
Robbins Farley
New Hampshire
$18K +$4.75K +47 +34%
LS
840
Leelyn Smith
Illinois
$17K -$14.4K -142 -45%
MA
841
MCF Advisors
Kentucky
$17K
IPW
842
IronBridge Private Wealth
Texas
$16K
LWA
843
Lowe Wealth Advisors
Maryland
$16K
Vontobel Holding
844
Vontobel Holding
Switzerland
$15K +$15.2K +150 New
APWA
845
Atlas Private Wealth Advisors
New Jersey
$14K
NFSG
846
Newbridge Financial Services Group
Florida
$14K +$2.12K +21 +18%
CI
847
CX Institutional
Indiana
$13K
RMC
848
Resources Management Corp
Connecticut
$13K
MPCG
849
Matrix Private Capital Group
New York
$13K +$101 +1 +0.8%
APC
850
Aspire Private Capital
North Carolina
$11K

ITOT Hedge Fund Activity: Q3 2021 in Review

871 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2021, worth a combined $24.7B — up 1.9% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ITOT positions and 45 closed out — a net gain of 27 holders — while 333 added to existing stakes and 272 trimmed.

The largest buyer was Wells Fargo, adding an estimated $927M. The largest seller was Stifel Financial, cutting an estimated $106M.

  • 871 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2021, up from 860 in Q2 2021.
  • Funds reported $24.7B of iShares Core S&P Total US Stock Market ETF stock for Q3 2021, up 1.9% quarter-over-quarter.
  • 72 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2021 and 45 closed out, a net change of +27 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2021 was Wells Fargo, an estimated $927M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2021 was Stifel Financial, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2021.