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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
MWM
1251
Mascoma Wealth Management
New Hampshire
$10.2K
MRCM
1252
M&R Capital Management
New Jersey
$8.92K
DCM
1253
Davis Capital Management
Florida
$8.45K
DWA
1254
Dougherty Wealth Advisers
Minnesota
$8.29K
IHWM
1255
Iron Horse Wealth Management
Iowa
$7.91K
SR
1256
Syntax Research
Florida
$7.48K
NRC
1257
New Republic Capital
North Carolina
$7.04K +$6.78K +56 New
ACA
1258
American Capital Advisory
Idaho
$6.84K +$6.54K +54 New
CPG
1259
Cornerstone Planning Group
New Jersey
$6.8K -$121 -1 -2%
LFA
1260
LGT Financial Advisors
Texas
$6.66K +$6.42K +53 New
KHC
1261
Koesten Hirschmann & Crabtree
Kansas
$6.03K
BNP Paribas Financial Markets
1262
BNP Paribas Financial Markets
France
$5.53K -$2.12M -17,504 -100%
WCAMG
1263
Woodard & Company Asset Management Group
North Carolina
$5.38K
TRCT
1264
Tower Research Capital (TRC)
New York
$4.9K -$682K -5,635 -99%
BIA
1265
Bell Investment Advisors
California
$3.9K
GWANC
1266
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.64K
RFA
1267
Register Financial Advisors
Georgia
$3.3K
WT
1268
Washington Trust
Rhode Island
$3.27K
OW
1269
Olistico Wealth
Oklahoma
$2.76K +$2.66K +22 New
IAIM
1270
International Assets Investment Management
Florida
$2.62K +$39.5M +326,373 +12,467%
GWMI
1271
Guardian Wealth Management (Illinois)
Illinois
$2.39K
WPA
1272
West Paces Advisors
Georgia
$2.26K +$2.18K +18 New
CFS
1273
CGC Financial Services
Oregon
$1.52K
FCAS
1274
First Command Advisory Services
Texas
$883 +$847 +7 New
MFA
1275
McClarren Financial Advisors
Pennsylvania
$721 +$652K +5,383 +1,512%

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.