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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
AWM
926
Abound Wealth Management
Tennessee
$45K +$44K +421 New
M
927
MOTCO
Texas
$45K -$10.3K -99 -19%
IWP
928
IAG Wealth Partners
Wisconsin
$45K +$5.23K +50 +14%
MHR
929
Matthew Hamilton Rosenberg
$44K
OCM
930
Orion Capital Management
California
$43K
HWA
931
HHM Wealth Advisors
Tennessee
$42K -$75.3K -720 -65%
YAL
932
Your Advocates Ltd
Texas
$42K
TWA
933
TCI Wealth Advisors
Arizona
$41K -$11.3K -108 -22%
ST
934
Sageworth Trust
Pennsylvania
$41K
IF
935
Integrity Financial
Wyoming
$41K +$40.3K +386 New
GI
936
Gradient Investments
Minnesota
$39K +$27.6K +264 +264%
TCOV
937
Trust Company of Vermont
Vermont
$38K +$37.8K +362 New
AIA
938
Armor Investment Advisors
North Carolina
$36K
GLLW
939
Graves Light Lenhart Wealth
Virginia
$35K
M1FG
940
Mach-1 Financial Group
Arkansas
$35K +$35K +335 New
GIA
941
Goodwin Investment Advisory
Georgia
$34K
IFAM
942
Institutional & Family Asset Management
Colorado
$34K
BWM
943
BerganKDV Wealth Management
Minnesota
$34K +$105 +1 +0.3%
CCM
944
Cribstone Capital Management
Maine
$33K
ANBT
945
American National Bank & Trust
Texas
$31K +$30.3K +290 New
RI
946
Rinkey Investments
California
$31K +$31.1K +298 New
LWANC
947
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K
FRA
948
Front Row Advisors
California
$28K +$4.18K +40 +18%
RDIA
949
RE Dickinson Investment Advisors
Iowa
$27K +$25.9K +248 New
TPCW
950
TD Private Client Wealth
New York
$24.7K -$1.04K -10 -4%

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.