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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
JP Morgan Chase
176
JP Morgan Chase
New York
$8.58M +$4.22M +41,707 +92%
SWA
177
Stratos Wealth Advisors
Ohio
$8.45M -$1.66M -16,419 -16%
RBC
178
Roble Belko & Company
Pennsylvania
$8.38M -$517K -5,116 -6%
HCA
179
Heck Capital Advisors
Wisconsin
$8.32M +$200K +1,976 +2%
DWA
180
Dougherty Wealth Advisers
Minnesota
$8.28M -$33.3K -329 -0.4%
GPWA
181
Great Point Wealth Advisors
Massachusetts
$8.07M -$233K -2,303 -3%
SAS
182
Sanford Advisory Services
Michigan
$8M +$955K +9,444 +13%
Lido Advisors
183
Lido Advisors
California
$7.95M +$1.22M +12,019 +17%
PL
184
Plancorp LLC
Missouri
$7.9M +$12.7K +126 +0.2%
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$7.89M -$76.8K -760 -0.9%
PCG
186
Private Capital Group
Connecticut
$7.89M -$287K -2,834 -3%
CAN
187
Cetera Advisor Networks
California
$7.85M +$1.37M +13,592 +21%
EPP
188
ETF Portfolio Partners
Kansas
$7.75M -$26.8K -265 -0.3%
TCM
189
Towercrest Capital Management
Pennsylvania
$7.72M +$37.8K +374 +0.5%
BSSFA
190
Baron Silver Stevens Financial Advisors
Florida
$7.68M +$66.2K +655 +0.8%
SIAP
191
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.67M -$20.7K -205 -0.3%
CBFP
192
Cedar Brook Financial Partners
Ohio
$7.56M +$105K +1,040 +1%
TCBWMS
193
Texas Capital Bank Wealth Management Services
Texas
$7.48M +$5.97K +59 +0.1%
NL
194
NWAM LLC
Washington
$7.48M +$1.01M +10,037 +15%
JWM
195
JGP Wealth Management
Oregon
$7.4M +$653K +6,459 +9%
Northern Trust
196
Northern Trust
Illinois
$7.39M -$143K -1,412 -2%
AP
197
Arlington Partners
Alabama
$7.36M +$7.56M +74,763 New
CFGS
198
Concourse Financial Group Securities
Alabama
$7.28M +$145K +1,433 +2%
JMFC
199
J.M. Forbes & Co
Massachusetts
$7.16M +$34K +336 +0.5%
FC
200
Forte Capital
New York
$7.09M +$26.3K +260 +0.4%

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.