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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
Simplex Trading
951
Simplex Trading
Illinois
$23K +$20.7K +198 +990%
EIP
952
Ellis Investment Partners
Pennsylvania
$22K
KFI
953
Key Financial Inc
Pennsylvania
$21K
ME
954
McIlrath & Eck
Washington
$20K
RF
955
Robbins Farley
New Hampshire
$19K -$1.04K -10 -5%
ACK
956
Andrew C. Karlinski
$19K +$18.8K +180 New
JGIA
957
Jackson Grant Investment Advisers
Connecticut
$18K +$17.7K +169 New
IPW
958
IronBridge Private Wealth
Texas
$17K
LWA
959
Lowe Wealth Advisors
Maryland
$17K
AWMS
960
Advocacy Wealth Management Services
Georgia
$15K +$14.5K +139 New
MPCG
961
Matrix Private Capital Group
New York
$14K
RMC
962
Resources Management Corp
Connecticut
$14K
CCM
963
Chilton Capital Management
Texas
$14K +$13.6K +130 New
NFSG
964
Newbridge Financial Services Group
Florida
$13K -$2.19K -21 -15%
CA
965
Cornerstone Advisory
Maryland
$13K +$12.5K +120 New
GWSG
966
GPS Wealth Strategies Group
Colorado
$12K +$105 +1 +0.9%
BLC
967
Brown, Lisle/Cummings
Rhode Island
$10.7K +$10.5K +100 New
PWC
968
PYA Waltman Capital
Tennessee
$8K +$8.15K +78 New
FHC
969
First Heartland Consultants
Missouri
$6.83K +$42.9K +410 +0.6%
AIA
970
Arcadia Investment Advisors
Idaho
$6.1K
BWP
971
Baldwin Wealth Partners
Massachusetts
$6K
BFC
972
Bedel Financial Consulting
Indiana
$6K
DHGWA
973
Dixon Hughes Goodman Wealth Advisors
North Carolina
$6K +$6.27K +60 New
LF
974
Lee Financial
Texas
$5K
TFP
975
Tilia Fiduciary Partners
North Carolina
$5K +$5.33K +51 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.