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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
RIL
976
Rothschild Investment LLC
Illinois
$316K
Jane Street
977
Jane Street
New York
$316K -$33.7K -278 -10%
RDFA
978
Ritter Daniher Financial Advisory
Ohio
$316K +$726 +6 +0.2%
LF
979
Lantz Financial
Illinois
$315K -$40K -330 -12%
SHJ
980
Sharkey, Howes & Javer
Colorado
$314K +$303K +2,502 New
BC
981
Barrett & Company
Rhode Island
$314K +$363 +3 +0.1%
FMTCOCP
982
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$314K -$4.84K -40 -2%
SCP
983
Shorepoint Capital Partners
Massachusetts
$314K +$1.09K +9 +0.4%
AWP
984
Ascent Wealth Partners
New York
$313K +$83.1K +686 +38%
FFG
985
Frisch Financial Group
New York
$312K +$65.1K +538 +28%
AT
986
Avalon Trust
New Mexico
$312K +$301K +2,483 New
TW
987
Traveka Wealth
California
$311K +$38.9K +321 +15%
GWWM
988
Great Waters Wealth Management
Minnesota
$311K
QCM
989
QRG Capital Management
Illinois
$309K +$48.5K +401 +19%
NP
990
NorthRock Partners
Minnesota
$308K
NS
991
NBC Securities
Alabama
$308K -$16.6K -137 -5%
SFP
992
Shepherd Financial Partners
Massachusetts
$308K
FC
993
Forte Capital
New York
$307K +$12.1K +100 +4%
CPA
994
Capital Performance Advisors
California
$307K +$62.7K +518 +27%
AWP
995
Avid Wealth Partners
Texas
$306K +$23.5K +194 +9%
GI
996
GAMMA Investing
California
$304K +$124K +1,023 +73%
AW
997
Avion Wealth
Texas
$302K
CGFA
998
Colton Groome Financial Advisors
North Carolina
$302K
CRWM
999
Castle Rock Wealth Management
California
$302K +$1.09K +9 +0.4%
SAM
1000
Smithbridge Asset Management
Pennsylvania
$301K

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.