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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
BFM
901
Broadview Financial Management
Wisconsin
-$213K -2,154 Closed
Principal Financial Group
902
Principal Financial Group
Iowa
-$212K -2,148 Closed
BFA
903
Bragg Financial Advisors
North Carolina
-$212K -2,146 Closed
TCA
904
Transcend Capital Advisors
New Jersey
-$212K -2,138 Closed
AWM
905
Aprio Wealth Management
Georgia
-$208K -2,105 Closed
PIG
906
Pantheon Investment Group
California
-$207K -2,095 Closed
LAM
907
LifePro Asset Management
California
-$202K -2,041 Closed
EBSAM
908
Eubel Brady & Suttman Asset Management
Ohio
-$142K -1,550 Closed
PWS
909
Paragon Wealth Strategies
Florida
-$143K -1,443 Closed
IWMWV
910
Ironwood Wealth Management (West Virginia)
West Virginia
-$64K -650 Closed
TCOV
911
Trust Company of Vermont
Vermont
-$42K -418 Closed
TI
912
tru Independence
Oregon
-$40K -410 Closed
RDWM
913
Red Door Wealth Management
Tennessee
-$33K -342 Closed
GT
914
Glenmede Trust
Pennsylvania
-$33K -336 Closed
JAWM
915
J. Arnold Wealth Management
Ohio
-$16K -162 Closed
CWP
916
Concord Wealth Partners
Virginia
-$8K -82 Closed
MAM
917
Meeder Asset Management
Ohio
-$5K -54 Closed
HFS
918
Hantz Financial Services
Michigan
-$3K -29 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.