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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
OWA
151
Outlook Wealth Advisors
Texas
$12M +$1.07M +10,600 +9%
ISWM
152
Independent Solutions Wealth Management
New York
$11.9M -$2.19M -21,626 -15%
IA
153
IFP Advisors
Florida
$11.5M -$418K -4,137 -3%
TFS
154
Thoroughbred Financial Services
Tennessee
$11.3M +$967K +9,562 +9%
FF
155
Friedenthal Financial
New Jersey
$11.2M +$138K +1,360 +1%
WA
156
WBH Advisory
Maryland
$11.1M +$89.5K +885 +0.8%
SFG
157
Snider Financial Group
Washington
$11M +$68.9K +681 +0.7%
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$10.9M +$3.93M +38,913 +54%
FFC
159
Fure Financial Corporation
Minnesota
$10.9M +$325K +3,217 +3%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$10.8M -$3.26M -32,224 -23%
FM
161
Family Management
New York
$10.6M +$140K +1,389 +1%
SSW
162
Smith Shellnut Wilson
Mississippi
$10.6M +$1.94M +19,207 +22%
CA
163
Cetera Advisors
Colorado
$10.4M +$418K +4,135 +4%
WCM
164
Wealthcare Capital Management
Virginia
$9.96M -$337K -3,330 -3%
Goldman Sachs
165
Goldman Sachs
New York
$9.79M +$2.58M +25,532 +35%
ATC
166
Argent Trust Co
Tennessee
$9.64M -$1.14M -11,262 -10%
FTS
167
Fifth Third Securities
Ohio
$9.64M +$9.91M +97,978 New
Baird Financial Group
168
Baird Financial Group
Wisconsin
$9.52M +$749K +7,409 +8%
SWA
169
Sax Wealth Advisors
New Jersey
$9.49M +$710K +7,017 +8%
GT
170
Greenleaf Trust
Michigan
$9.35M -$686K -6,780 -7%
KWMG
171
King Wealth Management Group
Florida
$9.17M +$281K +2,780 +3%
NGA
172
Naples Global Advisors
Florida
$9.01M +$12.1K +120 +0.1%
AAS
173
Avantax Advisory Services
Texas
$8.9M -$21K -208 -0.2%
KPWG
174
KFA Private Wealth Group
Virginia
$8.84M +$381K +3,767 +4%
CQS
175
Credential Qtrade Securities
$8.65M +$745K +7,372 +9%

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.