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iShares Core S&P Total US Stock Market ETF

994 hedge funds and large institutions have $28.8B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 371 increasing their positions, 270 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 40

80% more call options, than puts

Call options by funds: $11M | Put options by funds: $6.11M

37% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 270

19% more funds holding in top 10

Funds holding in top 10: 113135 (+22)

16% more capital invested

Capital invested by funds: $24.7B → $28.8B (+$4.04B)

14% more funds holding

Funds holding: 871994 (+123)

0.93% more ownership

Funds ownership: 60.91%61.84% (+0.93%)

Holders
994
Holders Change
+123
Holders Change %
+14.12%
% of All Funds
15.3%
Holding in Top 10
135
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+19.47%
% of All Funds
2.08%
New
177
Increased
371
Reduced
270
Closed
40
Calls
$11M
Puts
$6.11M
Net Calls
+$4.9M
Net Calls Change
-$5.72M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
126
Partners Capital Investment Group
Massachusetts
$20M -$9.58M -91,624 -33%
Bank of New York Mellon
127
Bank of New York Mellon
New York
$19.8M +$3.83M +36,670 +25%
FMWA
128
Forvis Mazars Wealth Advisors
Missouri
$19.8M +$64.5K +617 +0.3%
TWM
129
Tolleson Wealth Management
Texas
$19.6M -$379K -3,626 -2%
NS
130
Newman & Schimel
Illinois
$19.4M +$294K +2,816 +2%
OWA
131
Outlook Wealth Advisors
Texas
$19.4M +$6.15M +58,824 +48%
KFGK
132
Keystone Financial Group (Kentucky)
Kentucky
$19.1M -$30.4K -291 -0.2%
HFS
133
Heritage Financial Services
Massachusetts
$18.7M +$18.3M +174,693 New
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$18.5M +$18.1M +172,985 New
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$17.3M +$5.32M +50,901 +46%
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$17.3M +$1.2M +11,524 +8%
CPW
137
Catalyst Private Wealth
California
$17.2M +$1.95M +18,682 +13%
TIM
138
Tortoise Investment Management
New York
$17M +$373K +3,573 +2%
BHB
139
Bank Hapoalim BM
Israel
$16.8M
Truist Financial
140
Truist Financial
North Carolina
$16.8M -$9.69M -92,732 -37%
MSCM
141
McElhenny Sheffield Capital Management
Texas
$16.7M +$16.3M +155,972 New
AFS
142
Aft Forsyth & Sober
Florida
$16.6M +$172K +1,650 +1%
SWM
143
Sugarloaf Wealth Management
Georgia
$16.4M +$389K +3,721 +2%
SWM
144
Spire Wealth Management
Virginia
$16.1M +$792K +7,582 +5%
Northern Trust
145
Northern Trust
Illinois
$15.8M +$7.6M +72,697 +97%
WAAG
146
Wealth Alliance Advisory Group
Kansas
$15.7M +$1.86M +17,767 +14%
JWM
147
Jackson Wealth Management
Florida
$15.6M -$549K -5,254 -3%
BJL
148
Brighton Jones LLC
Washington
$15.2M +$933K +8,924 +7%
RIA
149
Regal Investment Advisors
Michigan
$15.2M +$329K +3,146 +2%
1WM
150
1900 Wealth Management
Texas
$14.9M -$1.86M -17,756 -11%

ITOT Hedge Fund Activity: Q4 2021 in Review

994 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2021, worth a combined $28.8B — up 16% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new ITOT positions and 40 closed out — a net gain of 137 holders — while 371 added to existing stakes and 270 trimmed.

The largest buyer was Wells Fargo, adding an estimated $256M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $123M.

  • 994 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2021, up from 871 in Q3 2021.
  • Funds reported $28.8B of iShares Core S&P Total US Stock Market ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 177 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2021 and 40 closed out, a net change of +137 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2021 was Wells Fargo, an estimated $256M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.