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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
FCMT
1276
Founders Capital Management (Texas)
Texas
$663
FPF
1277
First Pacific Financial
Washington
$503 +$484 +4 New
MBFW
1278
Morton Brown Family Wealth
Pennsylvania
$502 +$484 +4 New
MSG
1279
Main Street Group
Virginia
$251
RWM
1280
Ruedi Wealth Management
Illinois
$124
Charles Schwab
1281
Charles Schwab
California
-$865M -7,284,683 Closed
DPIM
1282
Duff & Phelps Investment Management
Illinois
-$90M -757,615 Closed
SW
1283
SVB Wealth
Massachusetts
-$26.5M -222,967 Closed
FTUS
1284
Flow Traders U.S.
New York
-$7.96M -66,988 Closed
SFC
1285
Strategic Financial Concepts
Texas
-$113K -44,003 Closed
OIM
1286
Opus Investment Management
Massachusetts
-$4.45M -37,479 Closed
C
1287
Certuity
Florida
-$2.85M -24,001 Closed
TSS
1288
Two Sigma Securities
New York
-$2.04M -17,158 Closed
FC
1289
Financial Consulate
Maryland
-$1.36M -11,427 Closed
Susquehanna International Group
1290
Susquehanna International Group
Pennsylvania
-$1.23M -10,129 Closed
Fisher Asset Management
1291
Fisher Asset Management
Washington
-$1.1M -9,285 Closed
FGA
1292
Fortis Group Advisors
New Jersey
-$1.1M -9,272 Closed
FSA
1293
Financial Sense Advisors
California
-$898K -7,558 Closed
SCA
1294
Stonebridge Capital Advisors
Minnesota
-$672K -5,654 Closed
AIP
1295
ARS Investment Partners
New York
-$634K -5,338 Closed
OMC
1296
Old Mission Capital
Illinois
-$634K -5,335 Closed
FFS
1297
Founders Financial Securities
Maryland
-$616K -5,190 Closed
IA
1298
IFG Advisory
Georgia
-$453K -3,809 Closed
EFA
1299
Edge Financial Advisors
Illinois
-$401K -3,378 Closed
FIM
1300
Fernwood Investment Management
Massachusetts
-$361K -3,036 Closed

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.