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iShares Core S&P Total US Stock Market ETF

994 hedge funds and large institutions have $28.8B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 371 increasing their positions, 270 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 40

80% more call options, than puts

Call options by funds: $11M | Put options by funds: $6.11M

37% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 270

19% more funds holding in top 10

Funds holding in top 10: 113135 (+22)

16% more capital invested

Capital invested by funds: $24.7B → $28.8B (+$4.04B)

14% more funds holding

Funds holding: 871994 (+123)

0.93% more ownership

Funds ownership: 60.91%61.84% (+0.93%)

Holders
994
Holders Change
+123
Holders Change %
+14.12%
% of All Funds
15.3%
Holding in Top 10
135
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+19.47%
% of All Funds
2.08%
New
177
Increased
371
Reduced
270
Closed
40
Calls
$11M
Puts
$6.11M
Net Calls
+$4.9M
Net Calls Change
-$5.72M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Caprock Group
Idaho
$30.4M +$2.62M +25,096 +10%
EIA
102
Eldridge Investment Advisors
New Hampshire
$29.4M +$419K +4,012 +1%
William Blair & Company
103
William Blair & Company
Illinois
$29.2M -$225K -2,151 -0.8%
BSW
104
Buckingham Strategic Wealth
Missouri
$28.7M +$10.5M +100,005 +59%
RPWA
105
Regent Peak Wealth Advisors
Georgia
$28.7M -$683K -6,538 -2%
BPA
106
Beacon Pointe Advisors
California
$28.7M -$1.35M -12,882 -5%
BWA
107
BDO Wealth Advisors
Florida
$27.7M -$2.81M -26,868 -9%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$27.5M +$1.01M +9,667 +4%
DWA
109
Divergent Wealth Advisors
Utah
$26.9M -$2.62M -25,024 -9%
CAL
110
Capital Analysts LLC
Pennsylvania
$26.5M -$746K -7,135 -3%
ZF
111
Zhang Financial
Michigan
$25.7M +$2.36M +22,614 +10%
BBA
112
BLB&B Advisors
Pennsylvania
$25.5M +$543K +5,196 +2%
BFWA
113
Benchmark Financial Wealth Advisors
Florida
$25.3M +$2.11M +20,178 +9%
APCM
114
Alaska Permanent Capital Management
Alaska
$25.2M -$161K -1,545 -0.7%
SFO
115
Stokes Family Office
Louisiana
$23.7M +$90.3K +864 +0.4%
US Bancorp
116
US Bancorp
Minnesota
$22.8M +$19.8M +189,786 +814%
6M
117
6 Meridian
Kansas
$22.7M -$1M -9,570 -4%
SPC
118
Sigma Planning Corp
Michigan
$22.3M -$1.24M -11,873 -5%
CAG
119
Crestwood Advisors Group
Massachusetts
$22.1M +$482K +4,607 +2%
PWA
120
Physician Wealth Advisors
Utah
$21.6M +$822K +7,860 +4%
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.5M -$926K -8,859 -4%
LGWM
122
Litman Gregory Wealth Management
California
$20.7M -$1.71M -16,404 -8%
WC
123
Whitney & Co
New York
$20.3M +$576K +5,509 +3%
WMS
124
Wealth Management Solutions
Pennsylvania
$20.2M +$19.8M +189,028 New
HA
125
HYA Advisors
Missouri
$20.1M +$348K +3,329 +2%

ITOT Hedge Fund Activity: Q4 2021 in Review

994 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2021, worth a combined $28.8B — up 16% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new ITOT positions and 40 closed out — a net gain of 137 holders — while 371 added to existing stakes and 270 trimmed.

The largest buyer was Wells Fargo, adding an estimated $256M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $123M.

  • 994 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2021, up from 871 in Q3 2021.
  • Funds reported $28.8B of iShares Core S&P Total US Stock Market ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 177 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2021 and 40 closed out, a net change of +137 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2021 was Wells Fargo, an estimated $256M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.