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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
NFC
126
Northeast Financial Consultants
Connecticut
$27.8M +$279K +2,303 +1%
LPT
127
Legacy Private Trust
Wisconsin
$27.7M -$502K -4,144 -2%
PAMG
128
Patton Albertson Miller Group
Tennessee
$27.7M -$428K -3,535 -2%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$27.4M +$17.5M +144,184 +195%
LFA
130
Legacy Financial Advisors
Kentucky
$27.2M -$504K -4,166 -2%
NWM
131
Northwest Wealth Management
Iowa
$27M +$536K +4,429 +2%
FWP
132
Family Wealth Partners
North Carolina
$26.9M +$371K +3,061 +1%
CPW
133
Catalyst Private Wealth
California
$26.6M +$2.93M +24,177 +13%
MIM
134
Monashee Investment Management
Massachusetts
$26.5M
UCFA
135
United Capital Financial Advisors
Texas
$26.4M -$64.7K -534 -0.3%
Jones Financial Companies
136
Jones Financial Companies
Missouri
$25.6M +$9.13M +75,431 +58%
JWM
137
JGP Wealth Management
Oregon
$25.5M +$626K +5,169 +3%
WC
138
Whitney & Co
New York
$25.2M -$70.8K -585 -0.3%
NA
139
NewEdge Advisors
Louisiana
$24.8M +$1.86M +15,364 +8%
P
140
&Partners
Tennessee
$24.3M +$13.6M +112,318 +137%
Empower Advisory Group
141
Empower Advisory Group
Colorado
$24.3M +$607K +5,012 +3%
ASW
142
Astoria Strategic Wealth
Texas
$23.7M -$533K -4,406 -2%
CG
143
Cynosure Group
Utah
$23.7M -$397K -3,276 -2%
LPP
144
Life Planning Partners
Florida
$23.6M -$2.49M -20,536 -10%
DL
145
DOHJ LLC
Washington
$23.3M -$123K -1,017 -0.5%
BWM
146
BCGM Wealth Management
Indiana
$23.3M -$3.41M -28,167 -13%
DW
147
Durante & Waters
New York
$23.2M +$214K +1,770 +1%
ASN
148
Advisory Services Network
Georgia
$23.2M
BFWA
149
Benchmark Financial Wealth Advisors
Florida
$23.1M -$653K -5,390 -3%
FPGK
150
Financial Partners Group (Kansas)
Kansas
$22.9M -$247K -2,041 -1%

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.