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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
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$42.4M -$312K -2,577 -0.8%
WCWM
102
Wooster Corthell Wealth Management
Connecticut
$41.5M -$206K -1,700 -0.5%
Corient Private Wealth
103
Corient Private Wealth
Florida
$40.9M +$5.06M +41,835 +15%
UOMF
104
University of Maryland Foundation
Maryland
$40.6M +$39.2M +323,381 New
Lido Advisors
105
Lido Advisors
California
$38.3M +$1.12M +9,221 +3%
TPWA
106
TRUE Private Wealth Advisors
Oregon
$38.2M -$8.22M -67,900 -18%
IAA
107
Ironsides Asset Advisors
North Carolina
$37.3M +$204K +1,688 +0.6%
FD
108
Financial Designs
California
$37.1M -$124K -1,024 -0.3%
EIA
109
Eldridge Investment Advisors
New Hampshire
$36.8M +$1.02M +8,391 +3%
NAS
110
Nicolet Advisory Services
Wisconsin
$36.5M -$623K -5,142 -2%
TWM
111
Tolleson Wealth Management
Texas
$36.1M -$7.36M -60,797 -17%
PA
112
Pineridge Advisors
Missouri
$35.5M +$3.36M +27,778 +11%
VA
113
Valmark Advisers
Ohio
$34.7M -$408K -3,370 -1%
CG
114
Caprock Group
Idaho
$34.5M +$71.4K +590 +0.2%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$34.3M -$1.95M -16,094 -6%
RCAG
116
Rehmann Capital Advisory Group
Michigan
$34.2M -$13M -107,627 -28%
CI
117
Cigna Investments
Connecticut
$32.5M -$910K -7,520 -3%
KCM
118
KM Capital Management
Texas
$30.6M -$1.31M -10,811 -4%
HCA
119
Heck Capital Advisors
Wisconsin
$30.6M +$15.2M +125,488 +106%
SWM
120
Sendero Wealth Management
Texas
$29.8M +$106K +875 +0.4%
MCM
121
Monument Capital Management
Virginia
$29M -$985K -8,137 -3%
APCM
122
Alaska Permanent Capital Management
Alaska
$28.7M +$1.12M +9,217 +4%
IWC
123
Integrated Wealth Concepts
Massachusetts
$28.4M +$195K +1,607 +0.7%
AF
124
Aviso Financial
Ontario, Canada
$28.1M +$961K +7,936 +4%
BPA
125
Beacon Pointe Advisors
California
$27.9M +$10.7K +88 +0%

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.