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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
S
926
Sunpointe
Missouri
$364K -$2.33M -19,254 -87%
FCFC
927
First Commonwealth Financial Corp
Pennsylvania
$362K
SC
928
Seldon Capital
California
$361K
WSWA
929
Warren Street Wealth Advisors
California
$361K
CC
930
Cadinha & Co
Hawaii
$361K
ST
931
Sabal Trust
Florida
$360K
FFM
932
Forum Financial Management
Illinois
$359K +$49K +405 +17%
EA
933
Ellsworth Advisors
Ohio
$359K +$121 +1 +0%
MAG
934
Mayfair Advisory Group
Alabama
$358K
SPW
935
Surience Private Wealth
Washington
$358K
DT
936
Diversified Trust
Tennessee
$357K +$344K +2,841 New
KSWA
937
Kathleen S. Wright Associates
Pennsylvania
$357K +$344K +2,840 New
HCP
938
Hardin Capital Partners
South Carolina
$356K +$4.36K +36 +1%
FF
939
Farnam Financial
Arizona
$355K +$342K +2,828 New
FFA
940
Fragasso Financial Advisors
Pennsylvania
$355K
CWM
941
Centurion Wealth Management
Virginia
$354K +$341K +2,817 New
WOSD
942
WFA of San Diego
California
$354K
CWM
943
Cadence Wealth Management
Massachusetts
$353K +$41.2K +340 +14%
MCM
944
McDonough Capital Management
Florida
$353K
AW
945
Alaethes Wealth
Nevada
$352K
SWM
946
Sterling Wealth Management
Illinois
$350K +$121 +1 +0%
SRWM
947
Shira Ridge Wealth Management
California
$350K
1WA
948
180 Wealth Advisors
Washington
$347K -$13.9K -115 -4%
ITIM
949
Indiana Trust & Investment Management
Indiana
$346K +$320K +2,641 +2,257%
AFG
950
Albion Financial Group
Utah
$346K -$461K -3,808 -58%

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.