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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
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$8.24M +$775K +5,987 +10%
TCWA
277
Turtle Creek Wealth Advisors
Texas
$8.24M -$144K -1,114 -2%
SWMG
278
Sard Wealth Management Group
Georgia
$8.16M -$502K -3,879 -6%
FIA
279
Foundations Investment Advisors
Arizona
$8.14M +$6.91M +53,349 +539%
NGA
280
Naples Global Advisors
Florida
$8.08M +$59.9K +463 +0.7%
CWA
281
CogentBlue Wealth Advisors
Tennessee
$8.03M +$8.09M +62,448 New
OIA
282
OneDigital Investment Advisors
Kansas
$8.01M -$54.4K -420 -0.7%
RBC
283
Roble Belko & Company
Pennsylvania
$7.98M -$72.2K -558 -0.9%
SPC
284
Sigma Planning Corp
Michigan
$7.87M -$423K -3,265 -5%
CWM
285
Certus Wealth Management
California
$7.87M +$272K +2,097 +4%
MA
286
MONECO Advisors
Connecticut
$7.86M -$47.6K -368 -0.6%
MWM
287
Modera Wealth Management
New Jersey
$7.78M -$249K -1,922 -3%
AWA
288
Amplius Wealth Advisors
Pennsylvania
$7.73M +$48K +371 +0.6%
GBT
289
Grove Bank & Trust
Florida
$7.63M -$18.1K -140 -0.2%
PIMG
290
Patriot Investment Management Group
Tennessee
$7.6M -$734K -5,671 -9%
WDL
291
Well Done LLC
Michigan
$7.59M
DACG
292
Donor Advised Charitable Giving
California
$7.58M +$27.6K +213 +0.4%
JMFC
293
J.M. Forbes & Co
Massachusetts
$7.42M -$48.6K -375 -0.6%
GRP
294
Global Retirement Partners
California
$7.33M -$33.3K -257 -0.4%
Envestnet Portfolio Solutions
295
Envestnet Portfolio Solutions
Illinois
$7.33M -$290K -2,243 -4%
FFBTD
296
First Financial Bank - Trust Division
Ohio
$7.25M -$240K -1,857 -3%
SWP
297
Summit Wealth Partners
Florida
$7.23M -$333K -2,569 -4%
FTS
298
Fifth Third Securities
Ohio
$7.2M -$170K -1,314 -2%
AIFS
299
A&I Financial Services
Colorado
$7.18M +$7.23M +55,827 New
BCPWM
300
Bradley & Co Private Wealth Management
Florida
$7.14M +$7.19M +55,499 New

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.