iShares Core S&P Total US Stock Market ETF
ITOT
1,053 hedge funds and large institutions have $24.3B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 368 increasing their positions, 413 reducing their positions, and 58 closing their positions.
413% more call options, than puts
Call options by funds: $11.8M | Put options by funds: $2.3M
38% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 58
1% less capital invested
Capital invested by funds: $24.6B → $24.3B (-$309M)
1% less funds holding
Funds holding: 1,064 → 1,053 (-11)
1.9% less ownership
Funds ownership: 61.46% → 59.56% (-1.9%)
8% less funds holding in top 10
Funds holding in top 10: 144 → 133 (-11)
11% less repeat investments, than reductions
Existing positions increased: 368 | Existing positions reduced: 413
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$249M |
| 2 |
Cerity Partners
New York
|
+$154M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$99.6M |
| 4 |
CS
Cisco Systems
San Jose,
California
|
+$64.4M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$39.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$594M |
| 2 |
BlackRock
New York
|
-$394M |
| 3 |
SWM
SigFig Wealth Management
San Francisco,
California
|
-$316M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$112M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$86.9M |
ITOT Hedge Fund Activity: Q1 2023 in Review
1,053 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2023, worth a combined $24.3B — down 1.3% from $24.6B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new ITOT positions and 58 closed out — a net gain of 22 holders — while 368 added to existing stakes and 413 trimmed.
The largest buyer was Wealthfront Advisers, adding an estimated $249M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $594M sold.
- 1,053 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2023, down from 1,064 in Q4 2022.
- Funds reported $24.3B of iShares Core S&P Total US Stock Market ETF stock for Q1 2023, down 1.3% quarter-over-quarter.
- 80 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2023 and 58 closed out, a net change of +22 holders.
- The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2023 was Wealthfront Advisers, an estimated $249M added.
- The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2023 was Arete Wealth Advisors, an estimated $594M sold.
Based on aggregated 13F filings for Q1 2023.