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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
HF
1301
HRT Financial
New York
-$335K -2,821 Closed
BWM
1302
BNC Wealth Management
Oregon
-$327K -2,756 Closed
SC
1303
Scotia Capital
Ontario, Canada
-$312K -2,627 Closed
SBF
1304
Sara-Bay Financial
Florida
-$295K -2,483 Closed
TA
1305
Tectonic Advisors
Texas
-$288K -2,424 Closed
IAA
1306
Independent Advisor Alliance
North Carolina
-$251K -2,110 Closed
MFG
1307
Magnus Financial Group
New York
-$249K -2,092 Closed
SBIA
1308
Sheaff Brock Investment Advisors
Indiana
-$243K -2,046 Closed
SW
1309
Simplicity Wealth
New Jersey
-$233K -1,962 Closed
PWM
1310
Praetorian Wealth Management
California
-$228K -1,920 Closed
MAG
1311
M3 Advisory Group
Massachusetts
-$225K -1,891 Closed
BCM
1312
Bayesian Capital Management
New York
-$214K -1,800 Closed
CAC
1313
Certified Advisory Corp
Florida
-$209K -1,759 Closed
RWMG
1314
Redwood Wealth Management Group
New Jersey
-$158K -1,328 Closed
GGI
1315
Godsey & Gibb Inc
Virginia
-$107K -897 Closed
OWA
1316
Opal Wealth Advisors
New York
-$96.8K -815 Closed
1IC
1317
1922 Investment Company
Texas
-$71.3K -600 Closed
NFSG
1318
Newbridge Financial Services Group
Florida
-$59.6K -502 Closed
OCM
1319
Orion Capital Management
California
-$55.7K -469 Closed
TJHA
1320
Thomas J. Herzfeld Advisors
Florida
-$29.6K -249 Closed
LIA
1321
Lynx Investment Advisory
District of Columbia
-$24.1K -203 Closed
WFA
1322
Wells Financial Advisors
Massachusetts
-$23.9K -201 Closed
JFG
1323
JDM Financial Group
Texas
-$20.4K -172 Closed
TWP
1324
Triad Wealth Partners
Kansas
-$10.3K -87 Closed
VAG
1325
VisionPoint Advisory Group
Texas
-$9.74K -82 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.