We are live on ! Find out more
ITOT icon

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
EWA
851
Encompass Wealth Advisors
Oregon
$480K -$2.18K -18 -0.5%
CPSC
852
Carl P. Sherr & Co
Massachusetts
$480K
RWM
853
Reston Wealth Management
Virginia
$476K +$1.7K +14 +0.4%
PD
854
Planning Directions
Pennsylvania
$474K -$56.5K -467 -11%
LPAM
855
Lodestar Private Asset Management
California
$473K +$61.7K +510 +16%
CIAS
856
Capital Investment Advisory Services
North Carolina
$472K -$5.57K -46 -1%
CIBC Private Wealth Group
857
CIBC Private Wealth Group
Georgia
$467K -$254K -2,094 -36%
WHCI
858
W.H. Cornerstone Investments
Massachusetts
$465K +$1.7K +14 +0.4%
WCM
859
WealthBridge Capital Management
Ohio
$465K +$726 +6 +0.2%
CANC
860
Culbertson A N & Co
Virginia
$464K
AGC
861
Aspen Grove Capital
Colorado
$461K +$242 +2 +0.1%
SAF
862
Smith Anglin Financial
Texas
$461K +$220K +1,819 +98%
OIA
863
Optimum Investment Advisors
Illinois
$461K +$44.3K +366 +11%
MW
864
Marcum Wealth
Ohio
$460K
MWM
865
McNaughton Wealth Management
California
$458K +$363 +3 +0.1%
VBFP
866
Valtinson Bruner Financial Planning
Minnesota
$456K
TW
867
TritonPoint Wealth
Maryland
$449K -$5.45K -45 -1%
FFN
868
Focus Financial Network
Minnesota
$448K +$726 +6 +0.2%
EAM
869
Evanson Asset Management
California
$447K
PGFC
870
Peapack-Gladstone Financial Corp
New Jersey
$446K
WFA
871
Wellspring Financial Advisors
Ohio
$446K +$1.57K +13 +0.4%
JWCA
872
J.W. Coons Advisors
Ohio
$443K +$605 +5 +0.1%
LRIA
873
Leonard Rickey Investment Advisors
Washington
$443K +$4.6K +38 +1%
HW
874
Hancock Whitney
Mississippi
$441K
KF
875
KKM Financial
Illinois
$441K

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.