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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
GWSG
851
GPS Wealth Strategies Group
Colorado
$11K
QCG
852
Quadrant Capital Group
Ohio
$11K +$2.02K +20 +22%
GI
853
Gradient Investments
Minnesota
$10K -$5.16K -51 -34%
CPWM
854
Cypress Point Wealth Management
Texas
$9K +$9.2K +91 New
WLPWM
855
Walled Lake Planning & Wealth Management
Illinois
$8K
TRCT
856
Tower Research Capital (TRC)
New York
$6K -$57.1K -565 -91%
BWP
857
Baldwin Wealth Partners
Massachusetts
$6K
BFC
858
Bedel Financial Consulting
Indiana
$6K +$5.66K +56 New
AIA
859
Arcadia Investment Advisors
Idaho
$5.61K
LF
860
Lee Financial
Texas
$5K
ACA
861
Aptus Capital Advisors
Alabama
$3K
GKWIM
862
Gerber Kawasaki Wealth & Investment Management
California
$3K +$303 +3 New
BIA
863
Bell Investment Advisors
California
$3K +$3.13K +31 New
TAM
864
Townsend Asset Management
North Carolina
$3K +$3.54K +35 New
HF
865
Halpern Financial
Virginia
$2.46K +$2.53K +25 New
CAAS
866
Capital Asset Advisory Services
Michigan
$2K
CIA
867
Cascade Investment Advisors
Oregon
$1.97K
TAM
868
Tucker Asset Management
Colorado
$1.26K
Simplex Trading
869
Simplex Trading
Illinois
$1K
SPWG
870
Sage Private Wealth Group
Illinois
$1K +$1.21K +12 New
GTAM
871
Global Trust Asset Management
Florida
$1K +$1.52K +15 New
WIM
872
Westside Investment Management
California
$875 +$129K +1,272 +17%
BBHC
873
Brown Brothers Harriman & Co
New York
$197
GCA
874
Genesee Capital Advisors
New York
-$65.6M -664,461 Closed
IA
875
IAM Advisory
Pennsylvania
-$65.6M -664,461 Closed

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.