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iShares Core S&P Total US Stock Market ETF

871 hedge funds and large institutions have $24.7B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 333 increasing their positions, 272 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

904% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $1.18M

60% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 45

22% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 272

1% more funds holding

Funds holding: 860871 (+11)

2% more capital invested

Capital invested by funds: $24.3B → $24.7B (+$468M)

0.26% more ownership

Funds ownership: 60.65%60.91% (+0.26%)

6% less funds holding in top 10

Funds holding in top 10: 120113 (-7)

Holders
871
Holders Change
+11
Holders Change %
+1.28%
% of All Funds
15.25%
Holding in Top 10
113
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.83%
% of All Funds
1.98%
New
72
Increased
333
Reduced
272
Closed
45
Calls
$11.8M
Puts
$1.18M
Net Calls
+$10.6M
Net Calls Change
-$6.77M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Cresset Asset Management
Illinois
$40.5M +$4.98M +49,238 +14%
PFA
77
Pure Financial Advisors
California
$39.4M -$1.24M -12,297 -3%
PAG
78
Private Advisor Group
New Jersey
$37.8M +$10.2M +101,205 +36%
FPGK
79
Financial Partners Group (Kansas)
Kansas
$35M +$1.17M +11,619 +3%
EH
80
Equitable Holdings
New York
$34.4M +$315K +3,117 +0.9%
RCAG
81
Rehmann Capital Advisory Group
Michigan
$33.7M -$443K -4,381 -1%
WCWM
82
Wooster Corthell Wealth Management
Connecticut
$32.6M +$501K +4,958 +2%
SPIA
83
Strategic Point Investment Advisors
Rhode Island
$32.4M +$117K +1,156 +0.4%
KAS
84
Kestra Advisory Services
Texas
$32.1M +$108K +1,071 +0.3%
MPW
85
MA Private Wealth
California
$31.7M -$155K -1,534 -0.5%
JA
86
JVL Associates
Michigan
$31.3M +$777K +7,680 +2%
NAS
87
Nicolet Advisory Services
Wisconsin
$30.8M +$948K +9,372 +3%
GWM
88
Geneos Wealth Management
Colorado
$30.6M +$728K +7,202 +2%
MIAN
89
Mariner Independent Advisor Network
Kansas
$30M -$178K -1,757 -0.6%
ASN
90
Advisory Services Network
Georgia
$29.9M +$1.83M +18,107 +6%
TLFA
91
True Link Financial Advisors
California
$28.7M +$288K +2,851 +1%
BWA
92
BDO Wealth Advisors
Florida
$28.1M -$1.1M -10,834 -4%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$27.8M +$2.2M +21,734 +8%
BPA
94
Beacon Pointe Advisors
California
$27.6M -$16M -158,005 -36%
KWM
95
Kingsview Wealth Management
Oregon
$27.4M +$4.75M +46,944 +20%
PCIG
96
Partners Capital Investment Group
Massachusetts
$27.4M -$18.5M -182,781 -40%
DWA
97
Divergent Wealth Advisors
Utah
$27.2M +$1.38M +13,667 +5%
RPWA
98
Regent Peak Wealth Advisors
Georgia
$27.1M -$87.4K -864 -0.3%
William Blair & Company
99
William Blair & Company
Illinois
$27M -$1.02M -10,124 -4%
EIA
100
Eldridge Investment Advisors
New Hampshire
$26.7M -$540K -5,337 -2%

ITOT Hedge Fund Activity: Q3 2021 in Review

871 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2021, worth a combined $24.7B — up 1.9% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ITOT positions and 45 closed out — a net gain of 27 holders — while 333 added to existing stakes and 272 trimmed.

The largest buyer was Wells Fargo, adding an estimated $927M. The largest seller was Stifel Financial, cutting an estimated $106M.

  • 871 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2021, up from 860 in Q2 2021.
  • Funds reported $24.7B of iShares Core S&P Total US Stock Market ETF stock for Q3 2021, up 1.9% quarter-over-quarter.
  • 72 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2021 and 45 closed out, a net change of +27 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2021 was Wells Fargo, an estimated $927M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2021 was Stifel Financial, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2021.