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iShares Core S&P Total US Stock Market ETF

1,429 hedge funds and large institutions have $57B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 223 funds opening new positions, 467 increasing their positions, 485 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

374% more first-time investments, than exits

New positions opened: 223 | Existing positions closed: 47

174% more call options, than puts

Call options by funds: $6.64M | Put options by funds: $2.42M

54% more capital invested

Capital invested by funds: $37B → $57B (+$20B)

12% more funds holding

Funds holding: 1,2791,429 (+150)

5% more funds holding in top 10

Funds holding in top 10: 152160 (+8)

0.86% more ownership

Funds ownership: 60%60.86% (+0.86%)

4% less repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 485

Holders
1,429
Holders Change
+150
Holders Change %
+11.73%
% of All Funds
18.82%
Holding in Top 10
160
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.26%
% of All Funds
2.11%
New
223
Increased
467
Reduced
485
Closed
47
Calls
$6.64M
Puts
$2.42M
Net Calls
+$4.22M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
226
Summit Financial
New Jersey
$12.7M +$2.66M +20,554 +26%
FFA
227
First Foundation Advisors
California
$12.7M -$2.42M -18,718 -16%
FF
228
Farrow Financial
Vermont
$12.6M -$401K -3,099 -3%
KWMG
229
King Wealth Management Group
Florida
$12.6M -$21.1K -163 -0.2%
O3W
230
Omni 360 Wealth
New Jersey
$12.5M +$1.97M +15,245 +19%
SFA
231
Sequoia Financial Advisors
Ohio
$12.4M +$283K +2,187 +2%
BIA
232
Baer Investment Advisory
California
$11.9M +$2.49M +19,211 New
FHB
233
First Hawaiian Bank
Hawaii
$11.9M -$121K -937 -1%
FCH
234
Freestone Capital Holdings
Washington
$11.9M -$98.3K -759 -0.8%
GT
235
Glenview Trust
Kentucky
$11.6M +$91K +703 +0.8%
SEM
236
Strategic Equity Management
Arizona
$11.6M +$3.44M +26,593 +42%
FM
237
Family Management
New York
$11.6M +$581K +4,484 +5%
OP
238
ORG Partners
Indiana
$11.5M +$115K +887 +1%
MCM
239
MAI Capital Management
Ohio
$11.3M -$562K -4,344 -5%
RFA
240
Rollins Financial Advisors
New York
$11.3M -$270K -2,082 -2%
GWANC
241
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.2M +$11.3M +87,335 +301,155%
WFA
242
Wade Financial Advisory
California
$11M -$218K -1,683 -2%
CPIA
243
Cornell Pochily Investment Advisors
New York
$11M -$43K -332 -0.4%
ST
244
Smithfield Trust
Pennsylvania
$10.9M +$4.45M +34,403 +68%
SSW
245
Smith Shellnut Wilson
Mississippi
$10.9M -$2.64M -20,387 -19%
SAM
246
Satovsky Asset Management
New York
$10.9M -$529K -4,089 -5%
SPP
247
Single Point Partners
Massachusetts
$10.8M +$10.9M +84,059 New
BSSFA
248
Baron Silver Stevens Financial Advisors
Florida
$10.7M +$320K +2,470 +3%
CA
249
Clearstead Advisors
Ohio
$10.7M +$6.34K +49 +0.1%
SWP
250
Stratos Wealth Partners
Ohio
$10.6M -$689K -5,323 -6%

ITOT Hedge Fund Activity: Q4 2024 in Review

1,429 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2024, worth a combined $57B — up 54% from $37B a quarter earlier.

Buyers outnumbered sellers: 223 funds opened new ITOT positions and 47 closed out — a net gain of 176 holders — while 467 added to existing stakes and 485 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Kingsview Wealth Management, cutting an estimated $121M.

  • 1,429 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2024, up from 1,279 in Q3 2024.
  • Funds reported $57B of iShares Core S&P Total US Stock Market ETF stock for Q4 2024, up 54% quarter-over-quarter.
  • 223 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2024 and 47 closed out, a net change of +176 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2024 was BlackRock, an estimated $250M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2024 was Kingsview Wealth Management, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2024.