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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
Wells Fargo
1
Wells Fargo
California
$4.69B +$927M +9,169,854 +24%
BlackRock
2
BlackRock
New York
$3.88B +$106M +1,048,345 +3%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$1.53B +$130M +1,288,759 +7%
Betterment LLC
4
Betterment LLC
New York
$973M -$15.9M -156,975 -2%
MFRM
5
Milliman Financial Risk Management
Illinois
$902M -$24.1M -238,390 -3%
Morgan Stanley
6
Morgan Stanley
New York
$701M +$40.3M +399,049 +6%
AllianceBernstein
7
AllianceBernstein
Tennessee
$659M +$75M +741,655 +12%
Bank of America
8
Bank of America
North Carolina
$471M +$22.3M +220,487 +5%
SW
9
SVB Wealth
Massachusetts
$452M -$22.5M -222,583 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$362M +$1.23M +12,210 +0.3%
Stifel Financial
11
Stifel Financial
Missouri
$359M -$106M -1,051,210 -22%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$355M +$3.13M +30,945 +0.9%
SWM
13
SigFig Wealth Management
California
$331M +$28.1M +277,559 +9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$331M +$7.52M +74,397 +2%
PA
15
Parallel Advisors
California
$325M +$24.7M +243,865 +8%
LPL Financial
16
LPL Financial
California
$307M +$37.7M +372,560 +14%
ST
17
Sentinel Trust
Texas
$238M -$5.15M -50,897 -2%
PPA
18
Parametric Portfolio Associates
Washington
$235M +$11.4M +112,735 +5%
Ameriprise
19
Ameriprise
Minnesota
$180M +$10.2M +100,406 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$177M +$1.82M +18,032 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$174M +$3.55M +35,084 +2%
TCM
22
TD Capital Management
Tennessee
$170M +$4.31M +42,646 +3%
TA
23
Tiedemann Advisors
New York
$158M -$5.12M -50,680 -3%
NB
24
Norinchukin Bank
Japan
$156M
RCG
25
Rock Creek Group
District of Columbia
$148M -$1.02M -10,130 -0.8%

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.