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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
CF
1001
Clarity Financial
Texas
-$2.33M -23,692 Closed
VIP
1002
Viewpoint Investment Partners
Alberta, Canada
-$2.27M -23,040 Closed
HI
1003
Human Investing
Oregon
-$910K -9,249 Closed
BW
1004
Bison Wealth
Georgia
-$804K -8,169 Closed
RTL
1005
Red Tortoise LLC
Georgia
-$616K -7,744 Closed
IWS
1006
Insight Wealth Strategies
California
-$699K -7,106 Closed
SHIM
1007
Stone House Investment Management
Pennsylvania
-$687K -6,960 Closed
SBH
1008
Segall Bryant & Hamill
Illinois
-$562K -5,716 Closed
SLWA
1009
San Luis Wealth Advisors
California
-$477K -4,848 Closed
QC
1010
QCM Cayman
Texas
-$417K -4,243 Closed
YIH
1011
Y-Intercept (HK)
Hong Kong
-$288K -2,927 Closed
CFS
1012
Cannon Financial Strategists
Georgia
-$205K -2,088 Closed
I
1013
INVST
Indiana
-$204K -2,072 Closed
FCM
1014
Firestone Capital Management
Florida
-$161K -1,629 Closed
CCM
1015
Covington Capital Management
California
-$138K -1,404 Closed
JCM
1016
Jacobi Capital Management
Pennsylvania
-$132K -1,339 Closed
EBA
1017
Eagle Bay Advisors
New York
-$88K -900 Closed
CICI
1018
Capital Investment Counsel Inc
North Carolina
-$81K -825 Closed
AL
1019
ADE LLC
Maryland
-$61K -616 Closed
CG
1020
Cutler Group
California
-$62.7K -600 Closed
LWM
1021
Liberty Wealth Management
California
-$56K -573 Closed
FA
1022
Flagstar Advisors
New York
-$38K -382 Closed
AWA
1023
Artemis Wealth Advisors
New York
-$29.6K -301 Closed
CFB
1024
Cullen/Frost Bankers
Texas
-$31K -297 -99%
LDFR
1025
Lehman & Derafelo Financial Resources
Pennsylvania
-$21K -213 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.