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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
Wells Fargo
1
Wells Fargo
California
$5.36B +$256M +2,449,014 +5%
BlackRock
2
BlackRock
New York
$4.47B +$246M +2,351,867 +6%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$2.04B -$123M -1,177,500 -6%
Betterment LLC
4
Betterment LLC
New York
$1.06B +$6.35M +60,712 +0.6%
MFRM
5
Milliman Financial Risk Management
Illinois
$872M -$107M -1,022,333 -11%
AllianceBernstein
6
AllianceBernstein
Tennessee
$784M +$65.5M +626,744 +9%
Morgan Stanley
7
Morgan Stanley
New York
$783M +$20.3M +194,579 +3%
Bank of America
8
Bank of America
North Carolina
$559M +$45.9M +439,576 +9%
SW
9
SVB Wealth
Massachusetts
$473M -$18.7M -178,779 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$421M +$25.9M +248,177 +7%
LPL Financial
11
LPL Financial
California
$372M +$37M +354,266 +11%
SWM
12
SigFig Wealth Management
California
$369M +$10.5M +100,772 +3%
PA
13
Parallel Advisors
California
$351M -$2.7M -25,789 -0.8%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$348M -$7.06M -67,540 -2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$318M -$41.3M -394,980 -12%
Stifel Financial
16
Stifel Financial
Missouri
$313M -$74.8M -715,232 -20%
ST
17
Sentinel Trust
Texas
$258M -$1.1M -10,477 -0.4%
PPA
18
Parametric Portfolio Associates
Washington
$250M -$5.38M -51,468 -2%
CS
19
Cisco Systems
California
$223M +$218M +2,087,500 New
Osaic Holdings
20
Osaic Holdings
Arizona
$210M +$16.3M +156,408 +9%
Ameriprise
21
Ameriprise
Minnesota
$203M +$6.98M +66,777 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$192M +$3.31M +31,648 +2%
TCM
23
TD Capital Management
Tennessee
$186M +$1.19M +11,400 +0.7%
RCG
24
Rock Creek Group
District of Columbia
$179M +$38.5M +367,958 +28%
TA
25
Tiedemann Advisors
New York
$176M +$3.98M +38,050 +2%

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.