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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
CG
201
Colony Group
Massachusetts
$9.28M +$1.87M +17,847 +26%
FMP
202
Financial Management Professionals
Texas
$9.09M +$8.88M +84,922 New
SWA
203
Stratos Wealth Advisors
Ohio
$8.89M -$299K -2,860 -3%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$8.72M +$135K +1,290 +2%
NL
205
NWAM LLC
Washington
$8.69M +$549K +5,248 +7%
GPWA
206
Great Point Wealth Advisors
Massachusetts
$8.68M -$99.4K -951 -1%
PL
207
Plancorp LLC
Missouri
$8.57M -$17K -163 -0.2%
EPP
208
ETF Portfolio Partners
Kansas
$8.56M +$131K +1,258 +2%
CTC
209
Central Trust Company
Missouri
$8.55M +$4.25M +40,640 +104%
JWM
210
JGP Wealth Management
Oregon
$8.51M +$598K +5,718 +8%
TCM
211
Towercrest Capital Management
Pennsylvania
$8.51M +$108K +1,038 +1%
BSSFA
212
Baron Silver Stevens Financial Advisors
Florida
$8.37M +$17.6K +168 +0.2%
PCG
213
Private Capital Group
Connecticut
$8.34M -$227K -2,168 -3%
SFA
214
Source Financial Advisors
New York
$8.34M +$906K +8,664 +13%
HCA
215
Heck Capital Advisors
Wisconsin
$8.32M -$714K -6,832 -8%
CBFP
216
Cedar Brook Financial Partners
Ohio
$8.29M +$66.7K +638 +0.8%
SIAP
217
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.19M +$131K +1,252 +2%
TCBWMS
218
Texas Capital Bank Wealth Management Services
Texas
$8.13M
CFGS
219
Concourse Financial Group Securities
Alabama
$8.13M +$200K +1,918 +3%
AP
220
Arlington Partners
Alabama
$8M
SPI
221
Sutton Place Investors
New York
$7.97M +$7.79M +74,508 New
JMFC
222
J.M. Forbes & Co
Massachusetts
$7.81M +$23.5K +225 +0.3%
FC
223
Forte Capital
New York
$7.63M -$76.8K -735 -1%
MMA
224
Miracle Mile Advisors
California
$7.59M -$14.7M -140,163 -66%
EFSCE
225
Enterprise Financial Services Corp (EFSC)
Missouri
$7.49M -$108K -1,029 -1%

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.