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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
PCTC
1151
Perkins Coie Trust Company
Washington
$128K
PAI
1152
Pittenger & Anderson Inc
Nebraska
$126K
NSIM
1153
North Star Investment Management
Illinois
$125K +$19.9K +164 +20%
PCFFS
1154
Pacific Center for Financial Services
California
$124K
MPWT
1155
MassMutual Private Wealth & Trust
Connecticut
$119K
LWCFA
1156
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$116K -$18.2K -150 -14%
CF
1157
Centaurus Financial
California
$115K -$38.3K -316 -26%
BHWM
1158
Bay Harbor Wealth Management
Maryland
$113K +$109K +900 New
ME
1159
McIlrath & Eck
Washington
$113K +$6.05K +50 +6%
SC
1160
SouthState Corp
Florida
$106K -$14.3K -118 -12%
BCP
1161
Blue Chip Partners
Michigan
$105K +$101K +833 New
NFA
1162
Northwest Financial Advisors
Virginia
$104K +$100K +827 New
CWM
1163
Compass Wealth Management
Connecticut
$104K
OA
1164
Operose Advisors
Wisconsin
$100K -$70.7K -584 -42%
YAL
1165
Your Advocates Ltd
Texas
$97.4K -$13.3K -110 -12%
GWSG
1166
GPS Wealth Strategies Group
Colorado
$93.5K +$17.3K +143 +24%
FPB
1167
First PREMIER Bank
South Dakota
$92K
FNWA
1168
Financial Network Wealth Advisors
Utah
$92K
SWC
1169
Spectrum Wealth Counsel
Indiana
$90.8K -$1.39M -11,500 -94%
EB
1170
Eastern Bank
Massachusetts
$90.2K +$86.9K +718 New
CAS
1171
Coppell Advisory Solutions
Texas
$87.7K +$20.8K +172 +33%
FDCDDQ
1172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.8K
RF
1173
Robbins Farley
New Hampshire
$80.8K +$7.51K +62 +11%
CP
1174
Castleview Partners
Texas
$80.5K
DF
1175
Dunhill Financial
United Kingdom
$79.3K +$121 +1 +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.