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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
HNB
1201
Hilltop National Bank
Wyoming
$46.1K
VNA
1202
Valley National Advisers
Pennsylvania
$46K -$18.2K -150 -29%
FDCP
1203
Foster Dykema Cabot & Partners
Massachusetts
$44.9K +$121 +1 +0.3%
VWWMG
1204
Vermillion & White Wealth Management Group
Pennsylvania
$43.1K +$121 +1 +0.3%
TSMHT
1205
Thurston Springer Miller Herd & Titak
Indiana
$42.1K
GT
1206
Glenmede Trust
Pennsylvania
$40.7K +$39.2K +324 New
PFG
1207
Peterson Financial Group
Iowa
$40.1K +$38.6K +319 New
BCM
1208
Blume Capital Management
California
$39.6K +$38.1K +315 New
SAM
1209
Smartleaf Asset Management
Massachusetts
$38.8K
IF
1210
Integrity Financial
Wyoming
$38.7K
TCOV
1211
Trust Company of Vermont
Vermont
$38.1K
MFT
1212
Moisand Fitzgerald Tamayo
Florida
$37.8K +$969 +8 +3%
LWA
1213
Lowe Wealth Advisors
Maryland
$35.3K +$13.2K +109 +63%
KB
1214
Kimelman & Baird
New York
$33.8K
CWP
1215
Concord Wealth Partners
Virginia
$33.4K +$2.42K +20 +8%
SIS
1216
Strategic Investment Solutions
Illinois
$33.4K +$121 +1 +0.4%
CIA
1217
Cape Investment Advisory
Georgia
$33.4K +$121 +1 +0.4%
FFA
1218
Fairfield Financial Advisors
Massachusetts
$32.9K
VWM
1219
Venturi Wealth Management
Texas
$31.4K
WI
1220
Wintrust Investments
Illinois
$30K +$29.4K +243 New
FRA
1221
Front Row Advisors
California
$28.9K
CFO
1222
CVA Family Office
Colorado
$27.1K
CSC
1223
Caldwell Sutter Capital
California
$26.3K -$14.6K -121 -37%
GTAM
1224
Global Trust Asset Management
Florida
$24.9K
BWP
1225
Baldwin Wealth Partners
Massachusetts
$24.7K -$1.21K -10 -5%

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.