We are live on ! Find out more
ITOT icon

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
CPC
251
Consolidated Planning Corp
Georgia
$3.23M
ABC
252
Associated Banc-Corp
Wisconsin
$3.22M -$250K -3,092 -8%
CFA
253
Carroll Financial Associates
North Carolina
$3.22M -$1.34M -16,509 -31%
SPA
254
Sentinel Pension Advisors
Massachusetts
$3.21M -$120K -1,480 -4%
FCIM
255
Fairview Capital Investment Management
California
$3.14M
WWM
256
Windsor Wealth Management
Indiana
$3.14M +$37.5K +463 +1%
NI
257
NYL Investors
New York
$3.07M -$89.1K -1,100 -3%
VC
258
Vicus Capital
Pennsylvania
$3.07M -$299K -3,687 -9%
First Manhattan
259
First Manhattan
New York
$3.02M -$259K -3,200 -8%
OPWM
260
Oakwell Private Wealth Management
Texas
$3.02M +$2.84M +35,029 New
JP Morgan Chase
261
JP Morgan Chase
New York
$3.02M +$424K +5,233 +18%
MBT
262
Montecito Bank & Trust
California
$3M +$202K +2,490 +8%
NCM
263
New Capital Management
Texas
$3M
JMPWA
264
JP Morgan Private Wealth Advisors
California
$2.94M +$1.22M +15,023 +79%
LC
265
LCNB Corp
Ohio
$2.92M +$81K +1,000 +3%
WANY
266
Wealthspire Advisors (New York)
New York
$2.9M +$314K +3,875 +13%
PFA
267
Pinnacle Family Advisors
Missouri
$2.89M +$62.4K +770 +2%
AAG
268
Avalon Advisory Group
Pennsylvania
$2.87M -$675K -8,333 -20%
FFA
269
First Foundation Advisors
California
$2.86M +$18.3K +226 +0.7%
Lazard Asset Management
270
Lazard Asset Management
New York
$2.83M
TRCT
271
Tower Research Capital (TRC)
New York
$2.82M +$2.64M +32,641 +35,479%
CAL
272
Capital Advisors Ltd
Ohio
$2.8M +$1.38K +17 +0.1%
HIM
273
Hanlon Investment Management
New Jersey
$2.78M
BWA
274
Bordeaux Wealth Advisors
California
$2.73M +$2.57M +31,674 New
HI
275
Hudock Inc
Pennsylvania
$2.69M +$21.5K +266 +0.9%

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.