ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

977 hedge funds and large institutions have $23.1B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 368 increasing their positions, 355 reducing their positions, and 64 closing their positions.

Holders
977
Holders Change
-13
Holders Change %
-1.31%
% of All Funds
16.9%
Holding in Top 10
129
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.73%
% of All Funds
2.23%
New
63
Increased
368
Reduced
355
Closed
64
Calls
$12.8M
Puts
$3.79M
Net Calls
+$9.04M
Net Calls Change
+$1.19M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$324M
2
TA
2
Tiedemann Advisors
New York
$172M
3
BlackRock
3
BlackRock
New York
$3.78B
4
Morgan Stanley
4
Morgan Stanley
New York
$885M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$34.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$435M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$253M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$49.2M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$21.3M
5
PCA
5
Personal Capital Advisors
California
$117M
Name Market Value Shares Shares
Change 		Shares
Change %
PAMG
76
Patton Albertson Miller Group
Tennessee
$33.9M 425,798 -8,960 -2%
UCFA
77
United Capital Financial Advisors
Texas
$33.5M 421,124 -14,091 -3%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$33.3M 418,904 +185,569 +80%
MWM
79
Mission Wealth Management
California
$33.3M 418,841 -545 -0.1%
Truist Financial
80
Truist Financial
North Carolina
$33M 415,388 +277,766 +202%
KWM
81
Kingsview Wealth Management
Oregon
$32.8M 412,709 +41,958 +11%
AWE
82
Avidian Wealth Enterprises
Texas
$32.4M 406,783 +390,727 +2,434%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$32.3M 405,214 -33,945 -8%
OH
84
Oikos Holdings
New York
$32M 401,750 – –
VFPW
85
Vantage Financial Partners (Wisconsin)
Wisconsin
$31.7M 399,156 +389,678 +4,111%
CI
86
Cigna Investments
Connecticut
$31.5M 395,532 – –
SIM
87
Stratos Investment Management
Ohio
$31.1M 390,907 +13,488 +4%
LDFO
88
Louis-Dreyfus Family Office
Connecticut
$30.8M 386,848 -190 -0%
William Blair & Company
89
William Blair & Company
Illinois
$30.4M 382,240 +54,178 +17%
TI
90
Truepoint Inc
Ohio
$30.4M 382,166 -4,424 -1%
FMWA
91
Forvis Mazars Wealth Advisors
Missouri
$30.2M 379,675 +71,361 +23%
5L
92
55I LLC
Massachusetts
$29.9M 375,393 +141,227 +60%
VA
93
Valmark Advisers
Ohio
$29.3M 367,836 -10,047 -3%
RCAG
94
Rehmann Capital Advisory Group
Michigan
$28.9M 363,196 +902 +0.2%
TLFA
95
True Link Financial Advisors
California
$28.9M 363,023 +44,232 +14%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$28.9M 362,823 -195,910 -35%
GWM
97
Geneos Wealth Management
Colorado
$28.4M 357,037 +80,413 +29%
BCM
98
Brookstone Capital Management
Illinois
$28.2M 355,598 -28,733 -7%
WCWM
99
Wooster Corthell Wealth Management
Connecticut
$27.6M 346,391 -219 -0.1%
NAS
100
Nicolet Advisory Services
Wisconsin
$27.4M 341,326 +1,745 +0.5%
2 3
4
5 6