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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
TAM
1176
Townsend Asset Management
North Carolina
$78.8K
GA
1177
GoalVest Advisory
New York
$76.6K
CB
1178
CNB Bank
Pennsylvania
$75.4K
RP
1179
Rice Partnership
Hawaii
$73.7K
TAM
1180
Tucker Asset Management
Colorado
$65.7K +$484 +4 +0.8%
UFAC
1181
Urban Financial Advisory Corp
Illinois
$64.1K +$61.9K +511 New
CIAS
1182
CBIZ Investment Advisory Services
Ohio
$62.8K
DI
1183
DAGCO Inc
Ohio
$62.7K
CFO
1184
Colony Family Offices
North Carolina
$62.7K +$60.4K +499 New
AAG
1185
Armstrong Advisory Group
Massachusetts
$61.4K +$121 +1 +0.2%
IWP
1186
IAG Wealth Partners
Wisconsin
$60.2K +$21.9K +181 +61%
FFA
1187
Frazier Financial Advisors
Ohio
$60K +$121 +1 +0.2%
PA
1188
PSI Advisors
Florida
$59.5K
PP
1189
PFS Partners
New Jersey
$58.4K +$5.33K +44 +10%
AWM
1190
Angeles Wealth Management
California
$58.2K
FG
1191
Fairman Group
Pennsylvania
$55.4K +$121 +1 +0.2%
AFWM
1192
Abich Financial Wealth Management
Virginia
$53.8K
AA
1193
Addison Advisors
Vermont
$53.3K
EPW
1194
Evergreen Private Wealth
Colorado
$52.8K
DF
1195
DecisionPoint Financial
Arizona
$51.3K
NIC
1196
Northwest Investment Counselors
Oregon
$50.1K +$48.3K +399 New
HWA
1197
HHM Wealth Advisors
Tennessee
$49.7K
FCG
1198
Financial Connections Group
California
$49K
PK
1199
Pflug Koory
Nebraska
$48.8K +$47K +388 New
HF
1200
Halpern Financial
Virginia
$46.8K

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.