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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
GWS
1026
Glassman Wealth Services
Virginia
$280K
4WM
1027
4J Wealth Management
Virginia
$280K
BHBT
1028
Burke & Herbert Bank & Trust
Virginia
$279K
CCWM
1029
Cassaday & Co Wealth Management
Virginia
$278K +$26K +215 +11%
CWM
1030
Cranbrook Wealth Management
Michigan
$278K -$75.1K -620 -22%
SI
1031
Stonekeep Investments
New Mexico
$275K
LJAC
1032
L.J. Altfest & Co
New York
$274K +$969 +8 +0.4%
FA
1033
FC Advisory
Pennsylvania
$273K -$115K -947 -30%
Prudential Financial
1034
Prudential Financial
New Jersey
$273K +$263K +2,176 New
MCM
1035
Mattern Capital Management
Colorado
$272K
MC
1036
Moors & Cabot
Massachusetts
$272K -$34.4K -284 -12%
GC
1037
Grimes & Company
Massachusetts
$272K +$2.54K +21 +1%
FFA
1038
Founders Financial Alliance
North Carolina
$271K -$1.21K -10 -0.5%
CBA
1039
Coastal Bridge Advisors
Connecticut
$271K
TYCC
1040
Texas Yale Capital Corp
Florida
$268K
ZIM
1041
Zacks Investment Management
Illinois
$267K
ACM
1042
Allred Capital Management
Texas
$267K +$258K +2,128 New
OSNBOA
1043
Old Second National Bank of Aurora
Illinois
$266K +$22K +182 +9%
CFD
1044
Creative Financial Designs
Indiana
$265K -$22.6K -187 -8%
PSA
1045
Plum Street Advisors
Louisiana
$264K -$9.81K -81 -4%
CT
1046
Colonial Trust
South Carolina
$263K
SW
1047
SkyOak Wealth
Michigan
$262K
EP
1048
Essential Planning
New Hampshire
$258K +$249K +2,053 New
BFG
1049
Bleakley Financial Group
New Jersey
$258K +$10.9K +90 +5%
LNB
1050
Ledyard National Bank
$258K +$248K +2,052 New

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.