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.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2019Sequoia Financial AdvisorsBuy27,61365,454$4,361
Q2 2019Renaissance Technologies LLCSell-2,7004,100$273
Q1 2019Sequoia Financial AdvisorsBuy23,96637,841$2,437
Q4 2018Renaissance Technologies LLCBuy6,8006,800$386
Q4 2018Sequoia Financial AdvisorsBuy2,05613,875$788
Q3 2018Sequoia Financial AdvisorsSell-911,819$787
Q2 2018Sequoia Financial AdvisorsBuy85311,828$739
Q1 2018Sequoia Financial AdvisorsBuy1,19710,975$664
Q4 2017Sequoia Financial AdvisorsSell-7269,778$598
Q3 2017Sequoia Financial AdvisorsBuy3,72010,504$605
Q2 2017Sequoia Financial AdvisorsSell-1126,784$376
Q1 2017Sequoia Financial AdvisorsBuy4956,896$373
Q4 2016Sequoia Financial AdvisorsBuy1,7206,401$328
Q3 2016Sequoia Financial AdvisorsBuy4,6814,681$232

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.