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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
SWM
876
Sanctuary Wealth Management
Idaho
-$4.82M -48,848 Closed
SPP
877
Single Point Partners
Massachusetts
-$4.7M -47,541 Closed
Millennium Management
878
Millennium Management
New York
-$3.55M -35,909 Closed
AWM
879
Accurate Wealth Management
Florida
-$3.5M -35,494 Closed
JWCA
880
J.W. Cole Advisors
Florida
-$2.47M -25,024 Closed
GWM
881
GSB Wealth Management
Connecticut
-$2.04M -20,660 Closed
PWM
882
PRW Wealth Management
Massachusetts
-$1.41M -14,262 Closed
Barclays
883
Barclays
United Kingdom
-$1.22M -12,360 Closed
SFS
884
Sowell Financial Services
Arkansas
-$1.03M -10,480 Closed
HR
885
Hayden Royal
North Carolina
-$829K -8,397 Closed
ACP
886
Aveo Capital Partners
Colorado
-$769K -7,790 Closed
OMC
887
Old Mission Capital
Illinois
-$701K -7,100 Closed
LFAS
888
Level Four Advisory Services
Texas
-$660K -6,685 Closed
FMI
889
Fiduciary Management Inc
Wisconsin
-$597K -6,040 Closed
W
890
Wealthquest
Ohio
-$528K -5,347 Closed
AWC
891
Abundance Wealth Counselors
Pennsylvania
-$448K -4,540 Closed
SW
892
SteelPeak Wealth
California
-$437K -4,423 Closed
Fisher Asset Management
893
Fisher Asset Management
Washington
-$358K -3,627 Closed
FEM
894
Fulcrum Equity Management
Texas
-$333K -3,368 Closed
RFN
895
RDA Financial Network
Iowa
-$318K -3,225 Closed
TCM
896
Telos Capital Management
California
-$302K -3,056 Closed
ARC
897
Advisor Resource Council
Texas
-$288K -2,915 Closed
MAG
898
MRA Advisory Group
New Jersey
-$278K -2,816 Closed
LDB
899
Lee, Danner & Bass
Tennessee
-$228K -2,308 Closed
PWP
900
Personal Wealth Partners
Minnesota
-$220K -2,229 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.