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iShares Core S&P Total US Stock Market ETF

871 hedge funds and large institutions have $24.7B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 333 increasing their positions, 272 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

904% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $1.18M

60% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 45

22% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 272

1% more funds holding

Funds holding: 860871 (+11)

2% more capital invested

Capital invested by funds: $24.3B → $24.7B (+$468M)

0.26% more ownership

Funds ownership: 60.65%60.91% (+0.26%)

6% less funds holding in top 10

Funds holding in top 10: 120113 (-7)

Holders
871
Holders Change
+11
Holders Change %
+1.28%
% of All Funds
15.25%
Holding in Top 10
113
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.83%
% of All Funds
1.98%
New
72
Increased
333
Reduced
272
Closed
45
Calls
$11.8M
Puts
$1.18M
Net Calls
+$10.6M
Net Calls Change
-$6.77M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Caprock Group
Idaho
$25.4M +$1.11M +11,004 +4%
RA
102
Rational Advisors
New York
$25.4M +$10.1M +99,756 +63%
CAL
103
Capital Analysts LLC
Pennsylvania
$25.1M -$466K -4,611 -2%
Truist Financial
104
Truist Financial
North Carolina
$24.5M +$1.55M +15,316 +7%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$24.3M +$5.28M +52,243 +27%
SIM
106
Stratos Investment Management
Ohio
$23.4M +$7.65M +75,649 +47%
APCM
107
Alaska Permanent Capital Management
Alaska
$23.4M -$291K -2,875 -1%
BBA
108
BLB&B Advisors
Pennsylvania
$23M -$346K -3,422 -1%
AWM
109
AE Wealth Management
Kansas
$22.8M +$13.3M +132,018 +133%
6M
110
6 Meridian
Kansas
$21.8M -$348K -3,440 -2%
SFO
111
Stokes Family Office
Louisiana
$21.7M -$143K -1,412 -0.6%
SPC
112
Sigma Planning Corp
Michigan
$21.7M -$1.09M -10,809 -5%
ZF
113
Zhang Financial
Michigan
$21.5M -$258K -2,555 -1%
BFWA
114
Benchmark Financial Wealth Advisors
Florida
$21.3M +$945K +9,344 +5%
MMA
115
Miracle Mile Advisors
California
$20.8M +$21.3M +211,121 New
CCWA
116
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.7M -$550K -5,437 -3%
LGWM
117
Litman Gregory Wealth Management
California
$20.6M +$19.3M +190,565 +997%
PWA
118
Physician Wealth Advisors
Utah
$20.3M +$265K +2,619 +1%
CAG
119
Crestwood Advisors Group
Massachusetts
$19.9M +$10.1K +100 +0%
CA
120
Calton & Associates
Florida
$19.7M -$14M -137,975 -41%
K
121
Kemper
Illinois
$19.7M
TWM
122
Tolleson Wealth Management
Texas
$18.4M -$204K -2,016 -1%
HA
123
HYA Advisors
Missouri
$18.4M -$1.48M -14,633 -7%
FMWA
124
Forvis Mazars Wealth Advisors
Missouri
$18.2M -$416K -4,118 -2%
WC
125
Whitney & Co
New York
$18.1M -$107K -1,054 -0.6%

ITOT Hedge Fund Activity: Q3 2021 in Review

871 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2021, worth a combined $24.7B — up 1.9% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ITOT positions and 45 closed out — a net gain of 27 holders — while 333 added to existing stakes and 272 trimmed.

The largest buyer was Wells Fargo, adding an estimated $927M. The largest seller was Stifel Financial, cutting an estimated $106M.

  • 871 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2021, up from 860 in Q2 2021.
  • Funds reported $24.7B of iShares Core S&P Total US Stock Market ETF stock for Q3 2021, up 1.9% quarter-over-quarter.
  • 72 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2021 and 45 closed out, a net change of +27 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2021 was Wells Fargo, an estimated $927M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2021 was Stifel Financial, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2021.