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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
FF
176
Friedenthal Financial
New Jersey
$11.6M -$510K -4,883 -4%
FFC
177
Fure Financial Corporation
Minnesota
$11.6M -$206K -1,974 -2%
SFG
178
Snider Financial Group
Washington
$11.4M +$128K +1,228 +1%
IA
179
IFP Advisors
Florida
$11.3M -$1.12M -10,738 -9%
KOMWMG
180
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$11.3M +$9.42M +90,090 +568%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$11.3M -$460K -4,402 -4%
SWA
182
Sax Wealth Advisors
New Jersey
$11.3M +$935K +8,945 +9%
RF
183
Rollins Financial
Georgia
$11.2M +$11M +105,096 New
WCM
184
Wealthcare Capital Management
Virginia
$11.1M +$230K +2,204 +2%
CQS
185
Credential Qtrade Securities
$11M +$1.51M +14,407 +16%
FTS
186
Fifth Third Securities
Ohio
$10.8M +$327K +3,128 +3%
Lido Advisors
187
Lido Advisors
California
$10.6M +$1.9M +18,208 +23%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$10.5M +$143K +1,369 +1%
ATC
189
Argent Trust Co
Tennessee
$10.4M -$53.2K -509 -0.5%
BAG
190
Briggs Advisory Group
Rhode Island
$10.2M +$10M +95,625 New
KWMG
191
King Wealth Management Group
Florida
$10.1M +$111K +1,065 +1%
SAS
192
Sanford Advisory Services
Michigan
$10M +$1.31M +12,504 +15%
AAS
193
Avantax Advisory Services
Texas
$10M +$354K +3,389 +4%
RBC
194
Roble Belko & Company
Pennsylvania
$9.85M +$724K +6,931 +8%
KPWG
195
KFA Private Wealth Group
Virginia
$9.84M +$220K +2,103 +2%
NGA
196
Naples Global Advisors
Florida
$9.77M -$20.9K -200 -0.2%
5L
197
55I LLC
Massachusetts
$9.73M +$3.49M +33,436 +58%
GT
198
Greenleaf Trust
Michigan
$9.52M -$624K -5,972 -6%
CAN
199
Cetera Advisor Networks
California
$9.48M +$917K +8,772 +11%
DWA
200
Dougherty Wealth Advisers
Minnesota
$9.28M +$271K +2,597 +3%

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.