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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
SBL
901
Sargent Bickham Lagudis
Colorado
$71K +$19.1K +183 +38%
CWA
902
Clearview Wealth Advisors
Oregon
$70K
PAIM
903
Punch & Associates Investment Management
Minnesota
$70K
VNA
904
Valley National Advisers
Pennsylvania
$70K
DI
905
Disciplined Investments
Oklahoma
$69K -$1.67K -16 -2%
RG
906
Retirement Group
California
$67K +$105 +1 +0.2%
HS
907
Horan Securities
United States
$67K +$65.5K +627 New
FFA
908
Freedman Financial Associates
Massachusetts
$66K
APC
909
Aspire Private Capital
North Carolina
$65K +$51.4K +492 +443%
MFA
910
Morling Financial Advisors
California
$65K +$63.7K +609 New
CH
911
Canton Hathaway
Rhode Island
$63K
DWA
912
Delos Wealth Advisors
Texas
$63K
FPFS
913
First Personal Financial Services
North Carolina
$60K
SWM
914
Selective Wealth Management
Virginia
$56K
MWM
915
Mascoma Wealth Management
New Hampshire
$55K
PK
916
Pflug Koory
Nebraska
$55K
SC
917
Sierra Capital
Florida
$55K +$418 +4 +0.8%
KPCM
918
Kings Point Capital Management
New York
$51K +$49.8K +476 New
OIA
919
Optimum Investment Advisors
Illinois
$49K +$1.99K +19 +4%
AC
920
Asio Capital
Kentucky
$48K +$47.2K +452 New
PFGIA
921
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$47.3K +453 New
PCTC
922
Perkins Coie Trust Company
Washington
$47K
TRCT
923
Tower Research Capital (TRC)
New York
$47K +$40K +383 +660%
SIS
924
Sound Income Strategies
Florida
$46K +$2.09K +20 +5%
FCG
925
Financial Connections Group
California
$46K +$45K +431 New

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.