ITOT Institutional Ownership Changes & 13F Activity

ISHARES CORE S&P TOTAL U.S. (ITOT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Cullen Value Fund, Renaissance Technologies LLC, and Matrix Private Capital Group.

Related ITOT Institutional Insights

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2023Sequoia Financial AdvisorsSell-8,955103,951$9,412,720
Q1 2023Renaissance Technologies LLCSell-2,2002,900$263
Q1 2023Matrix Private Capital GroupBuy19165$14,964
Q4 2022Sequoia Financial AdvisorsSell-2,637112,906$9,574,417
Q4 2022Matrix Private Capital GroupBuy2146$12,386
Q3 2022Renaissance Technologies LLCSell-26,3005,100$406
Q3 2022Sequoia Financial AdvisorsSell-5,768115,543$9,190
Q3 2022Matrix Private Capital GroupBuy2144$11
Q2 2022Sequoia Financial AdvisorsSell-8,820121,311$10,163
Q2 2022Matrix Private Capital GroupBuy1142$12
Q1 2022Sequoia Financial AdvisorsSell-1,304130,131$13,135
Q1 2022Matrix Private Capital GroupBuy12141$14
Q4 2021Sequoia Financial AdvisorsBuy122,394131,435$14,061
Q3 2021Sequoia Financial AdvisorsSell-126,8769,041$889
Q3 2021Renaissance Technologies LLCBuy27,10031,400$3,089
Q3 2021Matrix Private Capital GroupBuy1129$13
Q2 2021Sequoia Financial AdvisorsSell-19,913135,917$13,423
Q1 2021Sequoia Financial AdvisorsSell-6,024155,830$14,274
Q1 2021Matrix Private Capital GroupBuy128128$12
Q4 2020Renaissance Technologies LLCSell-4,5004,300$371
Q4 2020Sequoia Financial AdvisorsSell-2,906161,854$13,955
Q3 2020Sequoia Financial AdvisorsBuy164,760164,760$12,438
Q3 2020Renaissance Technologies LLCSell-9,3008,800$664
Q2 2020Sequoia Financial AdvisorsSell-137,5570$11,490
Q2 2020Renaissance Technologies LLCSell-9,60018,100$1,257
Q1 2020Sequoia Financial AdvisorsBuy41,877137,557$7,870
Q1 2020Renaissance Technologies LLCBuy21,50027,700$1,585
Q4 2019Sequoia Financial AdvisorsBuy10,51995,680$6,955
Q4 2019Renaissance Technologies LLCBuy2,1006,200$451
Q3 2019Sequoia Financial AdvisorsBuy19,70785,161$5,712

Frequently asked questions about ITOT activity

  • Which institutional owners are buying ITOT?

    Institutional owners buying ITOT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ITOT activity?

    "Buy" means an investor increased their reported position in ITOT compared to the prior reporting period. This reflects growing exposure to ISHARES CORE S&P TOTAL U.S. (ITOT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ITOT increasing?

    Institutional interest in ITOT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.