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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
EFSCE
201
Enterprise Financial Services Corp (EFSC)
Missouri
$6.99M +$910 +9 +0%
MA
202
MONECO Advisors
Connecticut
$6.83M +$271K +2,685 +4%
SFA
203
Source Financial Advisors
New York
$6.81M +$87.8K +868 +1%
CG
204
Colony Group
Massachusetts
$6.78M -$784K -7,753 -10%
SPIA
205
Steward Partners Investment Advisory
New York
$6.7M -$34.7K -343 -0.5%
FWP
206
FAS Wealth Partners
Kansas
$6.58M -$21.9K -217 -0.3%
FFBTD
207
First Financial Bank - Trust Division
Ohio
$6.56M -$159K -1,570 -2%
Luther King Capital Management (LKCM)
208
Luther King Capital Management (LKCM)
Texas
$6.38M
AWM
209
Adams Wealth Management
Utah
$6.28M +$226K +2,236 +4%
FHC
210
First Heartland Consultants
Missouri
$6.24M +$209K +2,071 +3%
DIM
211
Delta Investment Management
California
$6.21M +$6.39M +63,159 New
TFGT
212
TS Financial Group (TSFG)
Illinois
$6.2M -$138K -1,364 -2%
RHBC
213
R.H. Bluestein & Co
Michigan
$6.04M +$178K +1,758 +3%
JMPWA
214
JP Morgan Private Wealth Advisors
California
$6.02M +$814K +8,050 +15%
GBT
215
Grove Bank & Trust
Florida
$6M
BAM
216
Baldrige Asset Management
Pennsylvania
$5.99M -$74.3K -735 -1%
CGA
217
Crescent Grove Advisors
Illinois
$5.91M -$149K -1,478 -2%
BIP
218
Blueprint Investment Partners
North Carolina
$5.83M +$4.01M +39,699 +203%
CPIA
219
Cornell Pochily Investment Advisors
New York
$5.8M +$196K +1,941 +3%
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$5.79M +$991K +9,802 +20%
IWM
221
IHT Wealth Management
Illinois
$5.72M -$6.62M -65,431 -53%
PP
222
PrairieView Partners
Minnesota
$5.68M -$84.1K -832 -1%
5L
223
55I LLC
Massachusetts
$5.66M +$3.66M +36,167 +169%
GVAG
224
Great Valley Advisor Group
Delaware
$5.57M +$1.23M +12,197 +27%
FPW
225
Flagship Private Wealth
Massachusetts
$5.57M -$29.3K -290 -0.5%

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.