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
DWM
901
Drive Wealth Management
Utah
$399K +$75.3K +622 +24%
EA
902
Efficient Advisors
Ohio
$398K -$38.7K -320 -9%
CFB
903
Cullen/Frost Bankers
Texas
$398K +$188K +1,556 +97%
LOPW
904
Live Oak Private Wealth
North Carolina
$396K
DC
905
Davenport & Co
Virginia
$393K +$146K +1,202 +62%
RSA
906
River Street Advisors
Illinois
$392K -$5.08K -42 -1%
FAT
907
First American Trust
California
$389K +$375K +3,100 New
FSG
908
Financial Strategies Group
Michigan
$389K +$14.3K +118 +4%
WHCFA
909
William Howard & Co Financial Advisors
Tennessee
$387K -$7.38K -61 -2%
OWM
910
Opes Wealth Management
California
$386K +$18.9K +156 +5%
EAM
911
Everstar Asset Management
North Carolina
$384K +$370K +3,058 New
BWP
912
BSW Wealth Partners
Colorado
$383K +$121 +1 +0%
CAM
913
Chesapeake Asset Management
New York
$382K
VCP
914
Vista Capital Partners
Oregon
$380K -$109K -904 -23%
RAS
915
RPS Advisory Solutions
Kentucky
$380K -$81.8K -676 -18%
HWA
916
Heartwood Wealth Advisors
Virginia
$377K
CCA
917
Childress Capital Advisors
Texas
$377K
PDM
918
Penn Davis McFarland
Texas
$377K +$363K +3,000 New
KCM
919
Kanawha Capital Management
Virginia
$376K
SC
920
Sapient Capital
Indiana
$371K +$100K +827 +39%
WT
921
Whittier Trust
California
$370K -$115K -952 -24%
ECA
922
Elevation Capital Advisory
Oregon
$369K +$355K +2,935 New
PA
923
Paragon Advisors
Texas
$368K +$52.4K +433 +17%
LRPA
924
L. Roy Papp & Associates
Arizona
$368K -$10.3K -85 -3%
WRM
925
Weybosset Research & Management
Rhode Island
$365K +$352K +2,907 New

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.