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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
LPP
151
Life Planning Partners
Florida
$14.9M +$14.5M +138,880 New
PS
152
Planned Solutions
California
$14.8M +$14.4M +138,191 New
RWA
153
RGT Wealth Advisors
Texas
$14.8M +$14.4M +137,969 New
GG
154
Gleason Group
Kentucky
$14.6M +$38.9K +372 +0.3%
FWI
155
Facet Wealth Inc
Maryland
$14.4M -$74.5K -713 -0.5%
Jane Street
156
Jane Street
New York
$14.3M +$13.4M +128,290 +2,461%
SFA
157
Sequoia Financial Advisors
Ohio
$14.1M +$12.8M +122,394 +1,354%
K
158
Kemper
Illinois
$14M -$7.17M -68,581 -34%
CFA
159
Capstone Financial Advisors
Illinois
$14M +$60.3K +577 +0.4%
ADL
160
Asset Dedication LLC
California
$13.9M -$128K -1,222 -0.9%
FM
161
Family Management
New York
$13.9M +$2.29M +21,902 +20%
ASW
162
Astoria Strategic Wealth
Texas
$13.5M -$121K -1,161 -0.9%
WAM
163
Weatherly Asset Management
California
$13.5M +$65.5K +627 +0.5%
FHB
164
First Hawaiian Bank
Hawaii
$13.4M -$107K -1,020 -0.8%
TFS
165
Thoroughbred Financial Services
Tennessee
$13.2M +$851K +8,143 +7%
MCM
166
Monument Capital Management
Virginia
$13.1M -$296K -2,828 -2%
ISWM
167
Independent Solutions Wealth Management
New York
$12.4M -$521K -4,987 -4%
AWA
168
Aletheian Wealth Advisors
Washington
$12.3M +$12.1M +115,408 New
OH
169
Oikos Holdings
New York
$12.2M +$12M +114,500 New
W
170
Wealthsimple
Ontario, Canada
$12.2M +$11.9M +114,253 New
IWC
171
Integrated Wealth Concepts
Massachusetts
$12.2M -$1.01M -9,649 -8%
WA
172
WBH Advisory
Maryland
$12.2M +$123K +1,181 +1%
CA
173
Cetera Advisors
Colorado
$12M +$702K +6,714 +6%
Goldman Sachs
174
Goldman Sachs
New York
$11.8M +$1.09M +10,388 +10%
SSW
175
Smith Shellnut Wilson
Mississippi
$11.7M +$107K +1,022 +0.9%

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.