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iShares Core S&P Total US Stock Market ETF
ITOT

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: 1,241 → 1,279 (+38)

1% more funds holding in top 10

Funds holding in top 10: 151 → 152 (+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

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$854M
2
BlackRock
BlackRock
New York
+$598M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$443M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$170M
5
DCM
Disciplina Capital Management
Tennessee
+$92.1M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$865M
2
Stifel Financial
Stifel Financial
Missouri
-$195M
3
DPIM
Duff & Phelps Investment Management
Illinois
-$90M
4
CS
Cisco Systems
California
-$55.7M
5
Betterment LLC
Betterment LLC
New York
-$32M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
1101
Heritage Investment Group
Florida
$223K -$12.3K -102 -5%
Allspring Global Investments
1102
Allspring Global Investments
North Carolina
$222K – – –
PP
1103
Patten & Patten
Tennessee
$222K – – –
MA
1104
MJP Associates
Connecticut
$222K +$242 +2 +0.1%
GSC
1105
G&S Capital
Colorado
$221K – – –
SFWA
1106
Summit Financial Wealth Advisors
Louisiana
$221K – – –
WMP
1107
Wealth Management Partners
Arizona
$220K – – –
SIC
1108
Sterling Investment Counsel
New York
$220K +$212K +1,749 New
PFG
1109
Pinnacle Financial Group
Illinois
$218K +$363 +3 +0.2%
PA
1110
Pinnacle Associates
New York
$216K -$7.14K -59 -3%
WFP
1111
Wrenne Financial Planning
Kentucky
$215K +$207K +1,709 New
GI
1112
Gradient Investments
Minnesota
$215K +$605 +5 +0.3%
LL
1113
LPWM LLC
Minnesota
$214K – – –
NCMW
1114
Northern Capital Management (Washington)
Washington
$213K – – –
LIM
1115
Leavell Investment Management
Alabama
$213K – – –
JGIA
1116
Jackson Grant Investment Advisers
Connecticut
$212K +$363 +3 +0.2%
SAM
1117
Silvercrest Asset Management
New York
$209K +$202K +1,667 New
SSWG
1118
Seven Springs Wealth Group
Tennessee
$209K +$202K +1,665 New
AWM
1119
Accel Wealth Management
Iowa
$208K +$200K +1,654 New
RS
1120
Retirement Solution
Washington
$207K +$199K +1,645 New
ES
1121
ETF Store
Kansas
$206K +$199K +1,643 New
WAM
1122
Weinberger Asset Management
California
$206K -$70.8K -585 -26%
FAM
1123
Flaharty Asset Management
Florida
$205K +$197K +1,631 New
RFG
1124
Range Financial Group
Oregon
$204K +$197K +1,624 New
CCA
1125
Clarity Capital Advisors
Florida
$203K +$195K +1,612 New
43 44
45
46 47

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.