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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
NL
176
NWAM LLC
Washington
$18.6M +$17.9M +148,072 New
PS
177
Planned Solutions
California
$18.4M +$314K +2,593 +2%
CCWA
178
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.4M -$318K -2,626 -2%
TIM
179
Tortoise Investment Management
New York
$18.3M -$511K -4,224 -3%
BJL
180
Brighton Jones LLC
Washington
$18.3M -$763K -6,300 -4%
FF
181
Friedenthal Financial
New Jersey
$18.2M +$324K +2,674 +2%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$17.5M +$533K +4,406 +3%
AAS
183
Avantax Advisory Services
Texas
$17.4M +$218K +1,801 +1%
Koshinski Asset Management
184
Koshinski Asset Management
Illinois
$17.3M -$218K -1,801 -1%
CWA
185
Canvas Wealth Advisors
Kansas
$17M -$76.9K -635 -0.5%
SFS
186
Sowell Financial Services
Arkansas
$16.9M +$721K +5,953 +5%
MI
187
Moneywise Inc
Virginia
$16.6M +$1.41M +11,614 +10%
TCM
188
TruNorth Capital Management
Michigan
$16.6M -$96.9K -800 -0.6%
PP
189
PrairieView Partners
Minnesota
$16.5M -$288K -2,376 -2%
BFG
190
Beacon Financial Group
Texas
$16.4M +$2.76M +22,822 +21%
Comerica Bank
191
Comerica Bank
Texas
$16M -$40.4K -334 -0.3%
OPWM
192
Oakwell Private Wealth Management
Texas
$16M -$618K -5,104 -4%
EFS
193
Essex Financial Services
Connecticut
$15.9M -$2.71M -22,363 -15%
PCM
194
Peirce Capital Management
Texas
$15.8M -$269K -2,224 -2%
NRI
195
NFP Retirement Inc
California
$15.7M +$228K +1,880 +2%
RBC
196
Romano Brothers & Co
Illinois
$15.6M +$31.7K +262 +0.2%
SCP
197
Stevens Capital Partners
Nebraska
$15.5M -$24.6K -203 -0.2%
DWA
198
Divergent Wealth Advisors
Utah
$15.4M -$24.2K -200 -0.2%
ADL
199
Asset Dedication LLC
California
$15.4M -$516K -4,260 -3%
1WM
200
1900 Wealth Management
Texas
$15.1M -$2.17M -17,889 -13%

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.