ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

1,173 hedge funds and large institutions have $31.1B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 449 increasing their positions, 364 reducing their positions, and 57 closing their positions.

Holders
1,173
Holders Change
+104
Holders Change %
+9.73%
% of All Funds
17.2%
Holding in Top 10
158
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.86%
% of All Funds
2.32%
New
181
Increased
449
Reduced
364
Closed
57
Calls
$22M
Puts
$3.49M
Net Calls
+$18.5M
Net Calls Change
+$8.43M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.26B
2
AG
2
AlTi Global
New York
$228M
3
BlackRock
3
BlackRock
New York
$4.4B
4
AC
4
Adroit Compliance
$102M
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$96.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$898M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$171M
3
TLIC
3
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$228M
5
SW
5
SVB Wealth
Massachusetts
$40.5M
Name Market Value Shares Shares
Change 		Shares
Change %
APIM
951
Agate Pass Investment Management
Washington
$269K 2,557 – –
FC
952
Forte Capital
New York
$268K 2,549 -2,429 -49%
WAAG
953
Wealth Alliance Advisory Group
Kansas
$267K 2,534 -26 -1%
RS
954
Retirement Solution
Washington
$266K 2,525 +84 +3%
BPFA
955
Barnes Pettey Financial Advisors
Mississippi
$265K 2,523 – –
AO
956
Advisor OS
Illinois
$265K 2,522 +3 +0.1%
BC
957
Barrett & Company
Rhode Island
$262K 2,493 +14 +0.6%
SCP
958
Shorepoint Capital Partners
Massachusetts
$260K 2,474 +23 +0.9%
WFAG
959
Worth Financial Advisory Group
North Carolina
$260K 2,470 -100 -4%
RC
960
Roundview Capital
New Jersey
$258K 2,456 +52 +2%
SFP
961
Shepherd Financial Partners
Massachusetts
$258K 2,450 +2,450 New
MIAS
962
Mason Investment Advisory Services
Virginia
$256K 2,429 – –
MIG
963
McGuire Investment Group
Rhode Island
$254K 2,416 +224 +10%
SAM
964
Smithbridge Asset Management
Pennsylvania
$253K 2,400 – –
CGFA
965
Colton Groome Financial Advisors
North Carolina
$253K 2,404 – –
AWM
966
Atticus Wealth Management
Florida
$250K 2,379 +11 +0.5%
DC
967
Davenport & Co
Virginia
$250K 2,372 +2,372 New
CA
968
Continuum Advisory
Idaho
$249K 2,367 -3 -0.1%
GC
969
Garde Capital
Washington
$248K 2,360 – –
TCOT
970
Trust Company of Toledo
Ohio
$247K 2,348 – –
MSS
971
Mitchell Sinkler & Starr
Pennsylvania
$247K 2,345 +2,345 New
PWP
972
Principle Wealth Partners
Connecticut
$245K 2,329 – –
NC
973
NovaPoint Capital
Georgia
$245K 2,327 – –
RDFA
974
Ritter Daniher Financial Advisory
Ohio
$244K 2,318 +60 +3%
SFG
975
Summit Financial Group
West Virginia
$243K 2,310 -200 -8%
37 38
39
40 41