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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
TI
76
Truepoint Inc
Ohio
$44.5M -$569K -5,447 -1%
CAM
77
Cresset Asset Management
Illinois
$44.4M +$376K +3,594 +0.9%
PFA
78
Pure Financial Advisors
California
$41.4M -$1.36M -13,003 -3%
WCP
79
Wick Capital Partners
Pennsylvania
$40.8M +$39.8M +381,099 New
KAS
80
Kestra Advisory Services
Texas
$38.1M +$3.07M +29,419 +9%
RCAG
81
Rehmann Capital Advisory Group
Michigan
$38M +$1.32M +12,649 +4%
FPGK
82
Financial Partners Group (Kansas)
Kansas
$37.8M +$1.99M +18,992 +5%
LDFO
83
Louis-Dreyfus Family Office
Connecticut
$37.6M +$36.8M +351,753 New
ASN
84
Advisory Services Network
Georgia
$35.8M +$3.23M +30,943 +10%
JA
85
JVL Associates
Michigan
$35.8M +$1.69M +16,155 +5%
WCWM
86
Wooster Corthell Wealth Management
Connecticut
$35.6M +$212K +2,025 +0.6%
SPIA
87
Strategic Point Investment Advisors
Rhode Island
$35.5M +$284K +2,714 +0.8%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$34.7M +$4.44M +42,497 +15%
RA
89
Rational Advisors
New York
$34.4M +$6.64M +63,527 +25%
MPW
90
MA Private Wealth
California
$34M -$393K -3,764 -1%
AIM
91
Astor Investment Management
Illinois
$33.6M +$32.8M +313,727 New
GWM
92
Geneos Wealth Management
Colorado
$33.4M +$525K +5,026 +2%
KWM
93
Kingsview Wealth Management
Oregon
$33.3M +$3.38M +32,334 +12%
NAS
94
Nicolet Advisory Services
Wisconsin
$33.2M -$246K -2,358 -0.8%
PAG
95
Private Advisor Group
New Jersey
$33M -$7.95M -76,049 -20%
SWIM
96
Smallwood Wealth Investment Management
New Jersey
$32.9M +$32.1M +307,097 New
SIM
97
Stratos Investment Management
Ohio
$32.3M +$6.69M +63,987 +27%
TLFA
98
True Link Financial Advisors
California
$31.3M +$140K +1,336 +0.5%
MIAN
99
Mariner Independent Advisor Network
Kansas
$31.1M -$1.68M -16,113 -5%
EH
100
Equitable Holdings
New York
$30.7M -$6.62M -63,370 -18%

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.