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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
RFN
851
RDA Financial Network
Iowa
$210K +$206K +1,967 New
WJA
852
Willis Johnson & Associates
Texas
$209K -$13.5K -129 -6%
CL
853
CIM LLC
New York
$207K
ACM
854
Ayrshire Capital Management
Connecticut
$206K +$201K +1,923 New
DI
855
DAGCO Inc
Ohio
$206K +$201K +1,924 New
EWM
856
Empirical Wealth Management
Washington
$205K +$200K +1,918 New
WB
857
West Bancorporation
Iowa
$201K +$197K +1,883 New
FFA
858
Founders Financial Alliance
North Carolina
$200K -$55.9K -535 -22%
STA
859
Summit Trail Advisors
New York
$200K +$195K +1,867 New
HTC
860
Haverford Trust Company
Pennsylvania
$200K +$196K +1,871 New
RIM
861
Rockbridge Investment Management
New York
$199K
Qube Research & Technologies (QRT)
862
Qube Research & Technologies (QRT)
United Kingdom
$187K +$103K +987 +130%
CC
863
Corsicana & Co
Texas
$176K -$8.88K -85 -5%
FAG
864
Fortitude Advisory Group
Washington
$173K +$169K +1,619 New
SN
865
Sittner & Nelson
Oregon
$168K
Kayne Anderson Rudnick Investment Management
866
Kayne Anderson Rudnick Investment Management
California
$163K -$286K -2,735 -64%
IBOK
867
Independence Bank of Kentucky
Kentucky
$163K -$9.62K -92 -6%
BWL
868
Bogart Wealth LLC
Virginia
$162K -$71K -679 -31%
PB
869
Pinnacle Bancorp
Nebraska
$160K
GFPC
870
Global Financial Private Client
Florida
$160K
FMTCOCP
871
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$154K
TC
872
TAP Consulting
Missouri
$153K +$150K +1,434 New
SFC
873
SYM Financial Corp
Indiana
$150K -$124K -1,187 -46%
AAP
874
Arax Advisory Partners
Colorado
$147K -$10.6K -101 -7%
FDCDDQ
875
Federation des caisses Desjardins du Quebec
Quebec, Canada
$146K

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.