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iShares Core S&P Total US Stock Market ETF

871 hedge funds and large institutions have $24.7B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 333 increasing their positions, 272 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

904% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $1.18M

60% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 45

22% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 272

1% more funds holding

Funds holding: 860871 (+11)

2% more capital invested

Capital invested by funds: $24.3B → $24.7B (+$468M)

0.26% more ownership

Funds ownership: 60.65%60.91% (+0.26%)

6% less funds holding in top 10

Funds holding in top 10: 120113 (-7)

Holders
871
Holders Change
+11
Holders Change %
+1.28%
% of All Funds
15.25%
Holding in Top 10
113
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.83%
% of All Funds
1.98%
New
72
Increased
333
Reduced
272
Closed
45
Calls
$11.8M
Puts
$1.18M
Net Calls
+$10.6M
Net Calls Change
-$6.77M
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
126
Keystone Financial Group (Kentucky)
Kentucky
$17.6M -$142K -1,406 -0.8%
NS
127
Newman & Schimel
Illinois
$17.6M +$329K +3,254 +2%
BSW
128
Buckingham Strategic Wealth
Missouri
$16.6M +$14M +138,771 +466%
BHB
129
Bank Hapoalim BM
Israel
$15.5M +$10.8M +106,520 +211%
1WM
130
1900 Wealth Management
Texas
$15.5M +$14.3M +141,094 +884%
TIM
131
Tortoise Investment Management
New York
$15.3M -$64.9K -642 -0.4%
BRC
132
BHF RG Capital
Arizona
$15.3M +$1.83M +18,109 +13%
AFS
133
Aft Forsyth & Sober
Florida
$15.1M
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
$14.7M +$4.61M +45,630 +44%
SWM
135
Sugarloaf Wealth Management
Georgia
$14.7M +$357K +3,526 +2%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$14.6M +$2.44M +24,100 +19%
SWM
137
Spire Wealth Management
Virginia
$14.2M +$1.94M +19,140 +16%
CPW
138
Catalyst Private Wealth
California
$14M +$1.63M +16,146 +13%
RIA
139
Regal Investment Advisors
Michigan
$13.6M +$586K +5,792 +4%
GG
140
Gleason Group
Kentucky
$13.4M +$57.4K +568 +0.4%
FWI
141
Facet Wealth Inc
Maryland
$13.3M -$784K -7,754 -5%
BJL
142
Brighton Jones LLC
Washington
$13.1M +$96.9K +958 +0.7%
ADL
143
Asset Dedication LLC
California
$12.9M +$108K +1,071 +0.8%
CFA
144
Capstone Financial Advisors
Illinois
$12.9M -$1.05M -10,347 -7%
WAAG
145
Wealth Alliance Advisory Group
Kansas
$12.7M +$193K +1,905 +2%
ASW
146
Astoria Strategic Wealth
Texas
$12.5M -$35.8K -354 -0.3%
FHB
147
First Hawaiian Bank
Hawaii
$12.4M
WAM
148
Weatherly Asset Management
California
$12.3M +$27.7K +274 +0.2%
MCM
149
Monument Capital Management
Virginia
$12.3M -$318K -3,145 -2%
IWC
150
Integrated Wealth Concepts
Massachusetts
$12.2M -$405K -4,005 -3%

ITOT Hedge Fund Activity: Q3 2021 in Review

871 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2021, worth a combined $24.7B — up 1.9% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ITOT positions and 45 closed out — a net gain of 27 holders — while 333 added to existing stakes and 272 trimmed.

The largest buyer was Wells Fargo, adding an estimated $927M. The largest seller was Stifel Financial, cutting an estimated $106M.

  • 871 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2021, up from 860 in Q2 2021.
  • Funds reported $24.7B of iShares Core S&P Total US Stock Market ETF stock for Q3 2021, up 1.9% quarter-over-quarter.
  • 72 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2021 and 45 closed out, a net change of +27 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2021 was Wells Fargo, an estimated $927M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2021 was Stifel Financial, an estimated $106M sold.

Based on aggregated 13F filings for Q3 2021.