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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
BBHC
876
Brown Brothers Harriman & Co
New York
$440K
PCA
877
Private Capital Advisors
Connecticut
$440K
MOS
878
MGO One Seven
Ohio
$436K +$60.3K +498 +17%
WBC
879
West Branch Capital
Massachusetts
$435K +$484 +4 +0.1%
TWC
880
TD Waterhouse Canada
Ontario, Canada
$434K +$49K +405 +13%
FFG
881
Fortem Financial Group
California
$431K
MCM
882
Mengis Capital Management
Oregon
$430K -$6.9K -57 -2%
MWM
883
Meridian Wealth Management
Kentucky
$430K +$414K +3,419 New
ANTB
884
AMG National Trust Bank
Colorado
$428K -$810K -6,692 -66%
SFS
885
Security Financial Services
Indiana
$428K +$412K +3,406 New
AT
886
Arlington Trust
Alabama
$426K +$48.8K +403 +13%
LRWA
887
Long Run Wealth Advisors
New York
$425K +$196K +1,621 +92%
AA
888
AF Advisors
California
$424K
CA
889
CoreCap Advisors
Michigan
$422K +$406K +3,357 New
AAM
890
Aureus Asset Management
Massachusetts
$417K -$44.8K -370 -10%
RFP
891
RCS Financial Planning
Maryland
$417K +$402K +3,323 New
RC
892
Roundview Capital
New Jersey
$414K +$67.9K +561 +21%
CFGA
893
Cambridge Financial Group (Arizona)
Arizona
$412K -$363 -3 -0.1%
SVWAG
894
Sound View Wealth Advisors Group
Georgia
$412K +$397K +3,276 New
PG
895
Proffitt & Goodson
Tennessee
$409K -$90.6K -748 -19%
VCP
896
Verus Capital Partners
Arizona
$409K +$3.03K +25 +0.8%
DWM
897
Denver Wealth Management
Colorado
$406K +$1.45K +12 +0.4%
GIM
898
Goelzer Investment Management
Indiana
$403K -$120K -990 -24%
CAM
899
Creekmur Asset Management
Illinois
$402K +$75.4K +623 +24%
FMN
900
Financial Management Network
California
$401K -$4.36K -36 -1%

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.