We are live on ! Find out more
ITOT icon

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
LC
1126
Lincoln Capital
Nebraska
$201K -$128K -1,058 -40%
SN
1127
Sittner & Nelson
Oregon
$197K
KWAG
1128
Kiely Wealth Advisory Group
North Carolina
$197K
SIS
1129
Sound Income Strategies
Florida
$190K +$97.6K +806 +114%
EWA
1130
EverSource Wealth Advisors
Alabama
$190K +$242 +2 +0.1%
GFPC
1131
Global Financial Private Client
Florida
$188K
FWM
1132
FSA Wealth Management
Massachusetts
$187K +$180K +1,486 New
QCG
1133
Quadrant Capital Group
Ohio
$184K
HBW
1134
Hazlett, Burt & Watson
West Virginia
$181K +$15.4K +127 +10%
RPCA
1135
Running Point Capital Advisors
California
$179K
WWP
1136
WR Wealth Planners
Missouri
$177K +$31.1K +257 +22%
SFC
1137
SYM Financial Corp
Indiana
$175K +$38.3K +316 +29%
HT
1138
Headlands Technologies
Illinois
$175K -$937K -7,741 -85%
RLIM
1139
Red Lighthouse Investment Management
New York
$174K
LWANC
1140
Laurel Wealth Advisors (North Carolina)
North Carolina
$171K +$2.18K +18 +1%
IBOK
1141
Independence Bank of Kentucky
Kentucky
$167K +$5.45K +45 +3%
ATC
1142
Adirondack Trust Company
New York
$165K
LI
1143
LRI Investments
Florida
$163K
PB
1144
Pinnacle Bancorp
Nebraska
$160K +$22.3K +184 +17%
CAC
1145
Core Alternative Capital
Georgia
$157K -$6.05K -50 -4%
FPFS
1146
First Personal Financial Services
North Carolina
$149K
WFA
1147
West Financial Advisors
Iowa
$148K +$142K +1,175 New
PCM
1148
Perritt Capital Management
Illinois
$140K -$11.6K -96 -8%
AEPWM
1149
Atlantic Edge Private Wealth Management
Florida
$136K
FP
1150
Financial Perspectives
Minnesota
$132K +$242 +2 +0.2%

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.