ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

1,173 hedge funds and large institutions have $31.1B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 449 increasing their positions, 364 reducing their positions, and 57 closing their positions.

Holders
1,173
Holders Change
+104
Holders Change %
+9.73%
% of All Funds
17.2%
Holding in Top 10
158
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+12.86%
% of All Funds
2.32%
New
181
Increased
449
Reduced
364
Closed
57
Calls
$22M
Puts
$3.49M
Net Calls
+$18.5M
Net Calls Change
+$8.43M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.26B
2
AG
2
AlTi Global
New York
$228M
3
BlackRock
3
BlackRock
New York
$4.4B
4
AC
4
Adroit Compliance
$102M
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$96.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$898M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$171M
3
TLIC
3
Taiyo Life Insurance Company
Japan
$0
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$228M
5
SW
5
SVB Wealth
Massachusetts
$40.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
201
Stratos Wealth Partners
Ohio
$13.1M 124,203 -18,197 -13%
SCP
202
Stevens Capital Partners
Nebraska
$12.8M 121,206 +29,928 +33%
HCA
203
Heck Capital Advisors
Wisconsin
$12.7M 120,875 +8,417 +7%
EPP
204
ETF Portfolio Partners
Kansas
$12.5M 119,041 +527 +0.4%
GT
205
Greenleaf Trust
Michigan
$12.4M 118,175 +38,927 +49%
DI
206
DDFG Inc
California
$12.3M 116,969 +58 +0%
VFPI
207
Vantage Financial Partners (Illinois)
Illinois
$12.3M 116,877 +116,877 New
FWP
208
Family Wealth Partners
North Carolina
$12.2M 116,330 +116,330 New
PFP
209
Pinnacle Financial Partners
Tennessee
$11.8M 112,064 -821 -0.7%
FHB
210
First Hawaiian Bank
Hawaii
$11.7M 111,004 – –
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$11.4M 108,672 +3,585 +3%
MSCM
212
McElhenny Sheffield Capital Management
Texas
$11.4M 108,326 +108,326 New
SSW
213
Smith Shellnut Wilson
Mississippi
$11.2M 106,740 -607 -0.6%
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$11.1M 105,415 +73,858 +234%
NA
215
NewEdge Advisors
Louisiana
$11.1M 104,302 +12,360 +13%
WA
216
WBH Advisory
Maryland
$11.1M 105,041 -1,190 -1%
WANY
217
Wealthspire Advisors (New York)
New York
$11M 104,989 +26,031 +33%
SFA
218
Sequoia Financial Advisors
Ohio
$11M 104,972 +9,042 +9%
RVPG
219
Relative Value Partners Group
$11M 104,382 +19,341 +23%
CPW
220
Catalyst Private Wealth
California
$10.9M 103,937 +1,964 +2%
KWMG
221
King Wealth Management Group
Florida
$10.9M 103,220 +8,248 +9%
CFGS
222
Concourse Financial Group Securities
Alabama
$10.7M 101,854 +5,297 +5%
BFG
223
Beacon Financial Group
Texas
$10.7M 101,667 +95,322 +1,502%
FF
224
Farrow Financial
Vermont
$10.5M 100,059 +100,059 New
CWA
225
Canvas Wealth Advisors
Kansas
$10.5M 99,813 +8,568 +9%
7 8
9
10 11