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iShares Core S&P Total US Stock Market ETF

804 hedge funds and large institutions have $19.2B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 285 increasing their positions, 254 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,899% more call options, than puts

Call options by funds: $79.5M | Put options by funds: $994K

407% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 30

21% more funds holding in top 10

Funds holding in top 10: 100121 (+21)

19% more capital invested

Capital invested by funds: $16.1B → $19.2B (+$3.09B)

16% more funds holding

Funds holding: 692804 (+112)

12% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 254

0.48% more ownership

Funds ownership: 58.87%59.36% (+0.48%)

Holders
804
Holders Change
+112
Holders Change %
+16.18%
% of All Funds
14.23%
Holding in Top 10
121
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+21%
% of All Funds
2.14%
New
152
Increased
285
Reduced
254
Closed
30
Calls
$79.5M
Puts
$994K
Net Calls
+$78.5M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
226
Rational Advisors
New York
$4.11M +$2.55M +31,514 +196%
SF
227
Summit Financial
New Jersey
$4.06M +$723K +8,924 +23%
Lido Advisors
228
Lido Advisors
California
$4M +$359K +4,427 +11%
AWM
229
Altium Wealth Management
New York
$3.97M +$163K +2,014 +5%
FPCG
230
Fort Pitt Capital Group
Pennsylvania
$3.91M -$260K -3,209 -7%
CIAS
231
CFS Investment Advisory Services
New Jersey
$3.9M +$3.67M +45,267 New
CWM
232
Cahaba Wealth Management
Georgia
$3.81M +$24.3K +300 +0.7%
Manulife (Manufacturers Life Insurance)
233
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.78M +$3.55M +43,869 New
KPWS
234
Kestra Private Wealth Services
Texas
$3.76M +$90.2K +1,114 +3%
TWP
235
TFO Wealth Partners
Ohio
$3.74M +$137K +1,691 +4%
FAAM
236
First Ascent Asset Management
Colorado
$3.72M +$473K +5,839 +16%
SWP
237
Summit Wealth Partners
Florida
$3.69M +$189K +2,335 +6%
SAM
238
Securian Asset Management
Minnesota
$3.62M
WWM
239
Western Wealth Management
Colorado
$3.56M +$73.8K +911 +2%
SSWM
240
Sheets Smith Wealth Management
North Carolina
$3.53M +$79.1K +977 +2%
WMA
241
Wealth Management Associates
New Jersey
$3.47M -$21.1K -260 -0.6%
LNC
242
Lincoln National Corp
Pennsylvania
$3.47M +$555K +6,848 +21%
VFM
243
Vivid Financial Management
California
$3.44M -$29.6K -365 -0.9%
AAM
244
Autus Asset Management
Arizona
$3.43M -$56.5K -697 -2%
SPP
245
Single Point Partners
Massachusetts
$3.41M +$428K +5,286 +15%
AIM
246
Allen Investment Management
New York
$3.38M
SIA
247
Soltis Investment Advisors
Utah
$3.37M -$24.3K -300 -0.8%
CC
248
Cedar Capital
Illinois
$3.35M -$546K -6,744 -15%
VCM
249
Vivaldi Capital Management
Illinois
$3.34M +$275K +3,391 +10%
FTUS
250
Flow Traders U.S.
New York
$3.29M +$3.09M +38,109 New

ITOT Hedge Fund Activity: Q4 2020 in Review

804 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2020, worth a combined $19.2B — up 19% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new ITOT positions and 30 closed out — a net gain of 122 holders — while 285 added to existing stakes and 254 trimmed.

The largest buyer was BlackRock, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $128M.

  • 804 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2020, up from 692 in Q3 2020.
  • Funds reported $19.2B of iShares Core S&P Total US Stock Market ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 152 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2020 and 30 closed out, a net change of +122 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2020 was BlackRock, an estimated $423M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2020 was Fidelity Investments, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2020.