We are live on ! Find out more
ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

1,241 hedge funds and large institutions have $34.4B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 447 increasing their positions, 432 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,643% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $653K

48% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 75

6% more capital invested

Capital invested by funds: $32.6B → $34.4B (+$1.81B)

1% more funds holding

Funds holding: 1,224 → 1,241 (+17)

3% more repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 432

0.31% more ownership

Funds ownership: 60.06% → 60.38% (+0.31%)

6% less funds holding in top 10

Funds holding in top 10: 160 → 151 (-9)

Holders
1,241
Holders Change
+17
Holders Change %
+1.39%
% of All Funds
17.92%
Holding in Top 10
151
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.63%
% of All Funds
2.18%
New
111
Increased
447
Reduced
432
Closed
75
Calls
$11.4M
Puts
$653K
Net Calls
+$10.7M
Net Calls Change
-$45.6M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$608M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$207M
3
WCP
Wick Capital Partners
Pennsylvania
+$96.1M
4
Stifel Financial
Stifel Financial
Missouri
+$72.1M
5
PCIG
Partners Capital Investment Group
Massachusetts
+$56.9M

Top Sellers

Rank Fund Capital Flow
1
DCM
Disciplina Capital Management
Tennessee
-$99.5M
2
EWM
Executive Wealth Management
Michigan
-$66.8M
3
Wells Fargo
Wells Fargo
California
-$63.4M
4
Charles Schwab
Charles Schwab
California
-$61.2M
5
OBWP
O'Brien Wealth Partners
Massachusetts
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AW
926
Alaethes Wealth
Nevada
$333K – – –
Jane Street
927
Jane Street
New York
$331K -$7.16M -62,425 -96%
SWM
928
Sterling Wealth Management
Illinois
$331K – – –
SRWM
929
Shira Ridge Wealth Management
California
$331K -$37.2K -324 -10%
BWM
930
BNC Wealth Management
Oregon
$327K -$69.1K -602 -18%
LSIA
931
LaSalle St. Investment Advisors
Illinois
$326K +$315K +2,744 New
LFA
932
Level Financial Advisors
New York
$325K – – –
RC
933
Roundview Capital
New Jersey
$325K – – –
PA
934
PFW Advisors
Georgia
$321K – – –
CA
935
Continuum Advisory
Idaho
$320K +$344 +3 +0.1%
GPA
936
Garrison Point Advisors
California
$320K +$689 +6 +0.2%
DWG
937
Darden Wealth Group
Michigan
$319K -$3.21K -28 -1%
GIP
938
Greatmark Investment Partners
Georgia
$319K -$14K -122 -4%
UF
939
Univest Financial
Pennsylvania
$318K – – –
RWA
940
Roberts Wealth Advisors
California
$318K -$5.74K -50 -2%
FTDI
941
First Trust Direct Indexing
Massachusetts
$318K – – –
HTC
942
Haverford Trust Company
Pennsylvania
$316K – – –
LC
943
Lincoln Capital
Nebraska
$316K +$1.03K +9 +0.3%
BPFA
944
Barnes Pettey Financial Advisors
Mississippi
$313K – – –
AO
945
Advisor OS
Illinois
$313K +$13.2K +115 +5%
Kayne Anderson Rudnick Investment Management
946
Kayne Anderson Rudnick Investment Management
California
$313K -$175K -1,524 -37%
SC
947
Scotia Capital
Ontario, Canada
$312K -$753K -6,557 -71%
IAIM
948
International Assets Investment Management
Florida
$311K -$13.1K -114 -4%
DWA
949
Douglass Winthrop Advisors
New York
$309K – – –
IIM
950
InTrack Investment Management
Vermont
$309K – – –
36 37
38
39 40

ITOT Hedge Fund Activity: Q2 2024 in Review

1,241 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2024, worth a combined $34.4B — up 5.6% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ITOT positions and 75 closed out — a net gain of 36 holders — while 447 added to existing stakes and 432 trimmed.

The largest buyer was BlackRock, adding an estimated $608M. The largest seller was Disciplina Capital Management, cutting an estimated $99.5M.

  • 1,241 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2024, up from 1,224 in Q1 2024.
  • Funds reported $34.4B of iShares Core S&P Total US Stock Market ETF stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 111 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2024 and 75 closed out, a net change of +36 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2024 was BlackRock, an estimated $608M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2024 was Disciplina Capital Management, an estimated $99.5M sold.

Based on aggregated 13F filings for Q2 2024.