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iShares Core S&P Total US Stock Market ETF

1,074 hedge funds and large institutions have $27B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 379 increasing their positions, 411 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,316% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $1.04M

69% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 39

11% more capital invested

Capital invested by funds: $24.3B → $27B (+$2.71B)

7% more funds holding in top 10

Funds holding in top 10: 133142 (+9)

2% more funds holding

Funds holding: 1,0531,074 (+21)

1.16% more ownership

Funds ownership: 59.56%60.72% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 411

Holders
1,074
Holders Change
+21
Holders Change %
+1.99%
% of All Funds
16.86%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
2.23%
New
66
Increased
379
Reduced
411
Closed
39
Calls
$14.7M
Puts
$1.04M
Net Calls
+$13.6M
Net Calls Change
+$4.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.69B -$79M -854,021 -2%
BlackRock
2
BlackRock
New York
$3.91B +$13.5M +146,395 +0.4%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$1.45B -$80.6M -871,561 -6%
Betterment LLC
4
Betterment LLC
New York
$1.31B -$40.1M -433,436 -3%
Morgan Stanley
5
Morgan Stanley
New York
$1.01B -$7.81M -84,443 -0.8%
AllianceBernstein
6
AllianceBernstein
Tennessee
$844M +$20.6M +222,675 +3%
Bank of America
7
Bank of America
North Carolina
$555M -$12.9M -139,313 -2%
SWM
8
SigFig Wealth Management
California
$359M +$343M +3,704,935 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$349M +$57M +616,269 +21%
CS
10
Cisco Systems
California
$345M
BTI
11
Blue Trust Inc
Georgia
$328M -$7.01M -75,792 -2%
LPL Financial
12
LPL Financial
California
$316M +$7.15M +77,321 +2%
BP
13
Ballentine Partners
Massachusetts
$309M -$1.1M -11,881 -0.4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$305M -$233K -2,524 -0.1%
PA
15
Parallel Advisors
California
$295M -$19.1M -206,375 -6%
Stifel Financial
16
Stifel Financial
Missouri
$293M +$3.74M +40,408 +1%
Wealthfront Advisers
17
Wealthfront Advisers
California
$283M +$7.77M +84,035 +3%
AOI
18
Auto-Owners Insurance
Michigan
$255M
Creative Planning
19
Creative Planning
Kansas
$237M -$2.94M -31,825 -1%
Cerity Partners
20
Cerity Partners
New York
$223M +$44.8M +484,647 +27%
ST
21
Sentinel Trust
Texas
$202M -$3.03M -32,768 -2%
TA
22
Tiedemann Advisors
New York
$188M -$13.7M -148,617 -7%
Ameriprise
23
Ameriprise
Minnesota
$188M +$10.9M +117,910 +7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$180M -$5.08M -54,947 -3%
AF
25
Allworth Financial
California
$177M -$14.6M -158,107 -8%

ITOT Hedge Fund Activity: Q2 2023 in Review

1,074 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2023, worth a combined $27B — up 11% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ITOT positions and 39 closed out — a net gain of 27 holders — while 379 added to existing stakes and 411 trimmed.

The largest buyer was SigFig Wealth Management, opening a new position worth an estimated $343M. The largest seller was SVB Wealth, cutting an estimated $160M.

  • 1,074 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2023, up from 1,053 in Q1 2023.
  • Funds reported $27B of iShares Core S&P Total US Stock Market ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 66 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2023 and 39 closed out, a net change of +27 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2023 was SigFig Wealth Management, an estimated $343M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2023 was SVB Wealth, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2023.