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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
TAM
976
Townsend Asset Management
North Carolina
$4K
AIP
977
Ahrens Investment Partners
Louisiana
$4K +$4.18K +40 New
WCAMG
978
Woodard & Company Asset Management Group
North Carolina
$4K +$4.29K +41 New
BIA
979
Bell Investment Advisors
California
$3K
HF
980
Halpern Financial
Virginia
$2.67K
CIA
981
Cascade Investment Advisors
Oregon
$2.14K
CAAS
982
Capital Asset Advisory Services
Michigan
$2K
GTAM
983
Global Trust Asset Management
Florida
$2K
TAM
984
Tucker Asset Management
Colorado
$1.29K
WIM
985
Westside Investment Management
California
$1.04K +$85K +813 +9%
FCMT
986
Founders Capital Management (Texas)
Texas
$1K
SPWG
987
Sage Private Wealth Group
Illinois
$1K
IAIM
988
Industrial Alliance Investment Management
Quebec, Canada
$1K +$732 +7 New
AWA
989
Aquire Wealth Advisors
Utah
$1K +$836 +8 New
WAM
990
WFA Asset Management
Wisconsin
$970 +$941 +9 New
CP
991
Castleview Partners
Texas
$460 +$5.14M +49,210 New
BBHC
992
Brown Brothers Harriman & Co
New York
$214
SFCL
993
Strengthening Families & Communities LLC
Massachusetts
$28 +$17.5K +167 New
E
994
Ergoteles
New York
-$43.5M -440,282 Closed
BRC
995
BHF RG Capital
Arizona
-$15.3M -155,089 Closed
MP
996
McDonald Partners
Ohio
-$5.32M -54,098 Closed
Renaissance Technologies
997
Renaissance Technologies
New York
-$3.09M -31,400 Closed
APF
998
Alaska Permanent Fund
Alaska
-$2.95M -30,000 Closed
Legacy Financial Group (Iowa)
999
Legacy Financial Group (Iowa)
Iowa
-$2.77M -28,164 Closed
GRP
1000
Global Retirement Partners
California
-$2.55M -25,934 Closed

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.