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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
BTWM
826
Brass Tax Wealth Management
Ohio
$528K
SSB
827
Sandy Spring Bank
Maryland
$526K
HG
828
Harbor Group
New Hampshire
$526K +$261K +2,157 +106%
NPF
829
Norris Perne & French
Michigan
$524K -$1.57M -12,953 -76%
EC
830
Eaton-Cambridge
Arizona
$524K
RPC
831
Rossmore Private Capital
Connecticut
$521K
AAMC
832
Asset Allocation & Management Company
Illinois
$520K
EWM
833
Empirical Wealth Management
Washington
$520K +$97.8K +808 +24%
GWA
834
Geometric Wealth Advisors
District of Columbia
$519K +$29.9K +247 +6%
EL
835
EQ LLC
Washington
$512K
EGWAG
836
Elwood & Goetz Wealth Advisory Group
Georgia
$511K +$605 +5 +0.1%
HWP
837
Hibernia Wealth Partners
Louisiana
$511K +$1.21K +10 +0.2%
NRG
838
Nemes Rush Group
Michigan
$511K -$275K -2,275 -34%
TCM
839
Tradewinds Capital Management
Washington
$510K +$121 +1 +0%
TFA
840
Trinity Financial Advisors
Ohio
$509K -$397K -3,276 -47%
AFG
841
ABLE Financial Group
Arizona
$505K +$256K +2,117 +111%
CFG
842
Citizens Financial Group
Rhode Island
$505K +$486K +4,017 New
SSW
843
Stone Summit Wealth
Florida
$503K -$7.51K -62 -2%
LFG
844
Larson Financial Group
Missouri
$498K -$21.6K -178 -4%
FPCP
845
Fort Point Capital Partners
California
$495K
BA
846
Ballew Advisors
Mississippi
$493K +$472K +3,901 New
AFP
847
Ausdal Financial Partners
Iowa
$492K +$474K +3,919 New
BMCM
848
Bryn Mawr Capital Management
Pennsylvania
$490K
NAM
849
NTV Asset Management
West Virginia
$487K +$8.47K +70 +2%
NG
850
Norden Group
Utah
$482K +$231K +1,905 +99%

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.