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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
WFAG
1001
Worth Financial Advisory Group
North Carolina
$301K
B
1002
Bailard
California
$300K
JFG
1003
JMG Financial Group
Illinois
$298K
W
1004
WorthPointe
California
$297K +$25.9K +214 +10%
GC
1005
Garde Capital
Washington
$297K
TCOT
1006
Trust Company of Toledo
Ohio
$295K
MSS
1007
Mitchell Sinkler & Starr
Pennsylvania
$295K
PWP
1008
Principle Wealth Partners
Connecticut
$293K
NC
1009
NovaPoint Capital
Georgia
$292K
OAM
1010
Occidental Asset Management
California
$291K +$847 +7 +0.3%
LA
1011
Latitude Advisors
Florida
$290K +$2.91K +24 +1%
PWP
1012
Pursue Wealth Partners
California
$289K
T
1013
Tidemark
California
$289K
SFA
1014
Semmax Financial Advisors
North Carolina
$288K
MCWS
1015
McKinley Carter Wealth Services
West Virginia
$288K
NA
1016
Nottingham Advisors
New York
$288K -$9.2K -76 -3%
CCM
1017
Crew Capital Management
Ohio
$286K -$2.42K -20 -0.9%
EP
1018
Edgestream Partners
New Jersey
$286K -$97.9K -809 -26%
EFA
1019
Evernest Financial Advisors
Indiana
$285K -$88.7K -733 -24%
OPCM
1020
Osborne Partners Capital Management
California
$284K
RWM
1021
RKL Wealth Management
Pennsylvania
$283K +$26.6K +220 +11%
MAS
1022
Meeder Advisory Services
Ohio
$282K +$37.4K +309 +16%
1SB
1023
1ST Source Bank
Indiana
$282K -$155K -1,283 -36%
TI
1024
Trexquant Investment
Connecticut
$282K -$178K -1,471 -40%
MIAS
1025
Mason Investment Advisory Services
Virginia
$281K -$2.06K -17 -0.8%

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.