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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
ANBT
951
American National Bank & Trust
Texas
$344K -$75.1K -620 -18%
LFA
952
Level Financial Advisors
New York
$343K
DWG
953
Darden Wealth Group
Michigan
$342K +$3.63K +30 +1%
CFS
954
CRA Financial Services
New Jersey
$341K -$31.5K -260 -9%
TL
955
Tradewinds LLC
North Carolina
$340K +$63.3K +523 +24%
GIP
956
Greatmark Investment Partners
Georgia
$338K +$1.21K +10 +0.4%
GPA
957
Garrison Point Advisors
California
$338K
FTDI
958
First Trust Direct Indexing
Massachusetts
$338K +$2.18K +18 +0.7%
UF
959
Univest Financial
Pennsylvania
$337K
HTC
960
Haverford Trust Company
Pennsylvania
$334K
HP
961
HT Partners
Connecticut
$332K -$20.8K -172 -6%
AWM
962
Atticus Wealth Management
Florida
$332K +$29.8K +246 +10%
BPFA
963
Barnes Pettey Financial Advisors
Mississippi
$332K
AO
964
Advisor OS
Illinois
$331K +$242 +2 +0.1%
Kayne Anderson Rudnick Investment Management
965
Kayne Anderson Rudnick Investment Management
California
$331K +$242 +2 +0.1%
OBWG
966
Onyx Bridge Wealth Group
New York
$331K +$8.47K +70 +3%
RWA
967
Roberts Wealth Advisors
California
$329K
DWA
968
Douglass Winthrop Advisors
New York
$327K
IIM
969
InTrack Investment Management
Vermont
$327K
GKWIM
970
Gerber Kawasaki Wealth & Investment Management
California
$325K +$76.5K +632 +32%
TH
971
Team Hewins
California
$324K
MIG
972
McGuire Investment Group
Rhode Island
$324K +$18.8K +155 +6%
CWS
973
Confluence Wealth Services
Pennsylvania
$322K -$62.6K -517 -17%
BCMLT
974
Beacon Capital Management LLC (Tennessee)
Tennessee
$321K +$151K +1,251 +96%
WAAG
975
Wealth Alliance Advisory Group
Kansas
$318K

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.