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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
ACG
1076
Allen Capital Group
Nebraska
$239K
BTWM
1077
Baker Tilly Wealth Management
Wisconsin
$238K -$9.08K -75 -4%
SSWM
1078
Smith Salley Wealth Management
North Carolina
$238K
LA
1079
LM Advisors
California
$237K
RIA
1080
Richwood Investment Advisors
Ohio
$237K
HGWM
1081
Horst & Graben Wealth Management
Oregon
$236K -$30.1K -249 -12%
LW
1082
Linscomb Wealth
Texas
$236K +$605 +5 +0.3%
BA
1083
Bellwether Advisors
Nebraska
$235K -$42K -347 -16%
RZH
1084
Relyea Zuckerberg Hanson
Connecticut
$232K +$242 +2 +0.1%
CFS
1085
Commonwealth Financial Services
West Virginia
$232K
KWM
1086
Keebeck Wealth Management
Illinois
$231K +$223K +1,841 New
SM
1087
Sensible Money
Arizona
$231K
BWM
1088
Birchcreek Wealth Management
Ohio
$230K +$2.3K +19 +1%
ACM
1089
Ayrshire Capital Management
Connecticut
$230K +$847 +7 +0.4%
BEI
1090
Benjamin Edwards Inc
Missouri
$230K +$221K +1,828 New
FWA
1091
FSM Wealth Advisors
Ohio
$229K
IC
1092
Inscription Capital
Texas
$229K +$221K +1,822 New
DWM
1093
Defined Wealth Management
Oregon
$228K
LWM
1094
Liberty Wealth Management
California
$228K -$30.3K -250 -12%
TCM
1095
Tandem Capital Management
New Jersey
$228K +$219K +1,812 New
KDA
1096
Kraft Davis & Associates
Missouri
$227K +$15K +124 +7%
AUB
1097
Atlantic Union Bankshares
Virginia
$226K
RFP
1098
Root Financial Partners
California
$224K +$216K +1,786 New
PFP
1099
Paragon Financial Partners
California
$224K
TPI
1100
Trust Point Inc
Wisconsin
$224K

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.