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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
DOA
1051
D'Orazio & Associates
Virginia
$258K +$248K +2,051 New
UAS
1052
United Asset Strategies
New York
$257K +$43.6K +360 +21%
TWCA
1053
Two West Capital Advisors
Kansas
$257K -$53.4K -441 -18%
CAM
1054
Cozad Asset Management
Illinois
$254K +$2.06K +17 +0.8%
PCM
1055
Parsons Capital Management
Rhode Island
$252K
PCP
1056
Proficio Capital Partners
Massachusetts
$251K -$182K -1,500 -43%
RG
1057
Rathbones Group
United Kingdom
$251K -$25.8K -213 -10%
WA
1058
WealthTrust Axiom
Pennsylvania
$251K +$19.6K +162 +9%
HGERS
1059
Householder Group Estate & Retirement Specialist
Arizona
$248K +$135K +1,119 +130%
CA
1060
Crumly & Associates
Illinois
$247K
ML
1061
McAdam LLC
Pennsylvania
$244K -$205K -1,697 -47%
NL
1062
NVWM LLC
Pennsylvania
$244K +$2.06K +17 +0.9%
CIC
1063
Carnegie Investment Counsel
Ohio
$244K -$4.36K -36 -2%
CST
1064
Charles Schwab Trust
Nevada
$244K
VPIM
1065
Vanguard Personalized Indexing Management
California
$243K -$12.7K -105 -5%
CTA
1066
Colonial Trust Advisors
South Carolina
$242K -$15.9K -131 -6%
PIN
1067
Prudent Investors Network
California
$242K +$233K +1,925 New
VP
1068
Verum Partners
North Carolina
$242K -$16.2K -134 -7%
CWM
1069
Cornerstone Wealth Management
Missouri
$242K -$1.57K -13 -0.7%
RMAM
1070
Raab & Moskowitz Asset Management
New Jersey
$240K +$121 +1 +0.1%
IA
1071
IFG Advisors
Missouri
$240K -$448K -3,699 -66%
HL
1072
HeadInvest LLC
Maine
$240K +$1.7K +14 +0.7%
GWP
1073
Gateway Wealth Partners
Wisconsin
$240K +$231K +1,907 New
KFI
1074
Key Financial Inc
Pennsylvania
$239K
UFA
1075
US Financial Advisors
Massachusetts
$239K -$36.3K -300 -14%

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.