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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
HR
301
Hardy Reed
Mississippi
$7.14M -$349K -2,699 -5%
MGIA
302
Matthew Goff Investment Advisor
Texas
$7.12M +$13.6K +105 +0.2%
LA
303
Lynch & Associates
Indiana
$7.12M -$196K -1,517 -3%
PS
304
Principal Securities
Iowa
$7.05M +$1.31M +10,102 +23%
HWM
305
Hassell Wealth Management
Louisiana
$6.98M +$88.2K +681 +1%
BHWM
306
Bar Harbor Wealth Management
New Hampshire
$6.97M
EWM
307
Endowment Wealth Management
Wisconsin
$6.91M +$481K +3,713 +7%
HCM
308
Hollencrest Capital Management
California
$6.9M -$132K -1,023 -2%
NPT
309
National Philanthropic Trust
Pennsylvania
$6.9M -$132K -1,023 -2%
CA
310
Claris Advisors
Missouri
$6.87M +$574K +4,435 +9%
RWP
311
Ridgecrest Wealth Partners
California
$6.84M -$147K -1,135 -2%
ISWM
312
Independent Solutions Wealth Management
New York
$6.82M -$2.03M -15,685 -23%
EWA
313
EP Wealth Advisors
California
$6.79M +$4.14M +31,979 +154%
GWM
314
Grand Wealth Management
Michigan
$6.64M -$52.3K -404 -0.8%
Bank of Montreal
315
Bank of Montreal
Ontario, Canada
$6.58M -$655K -5,056 -9%
WHG
316
Westwood Holdings Group
Texas
$6.56M
IF
317
Ironwood Financial
Arizona
$6.53M -$218K -1,684 -3%
HSA
318
HBK Sorce Advisory
Pennsylvania
$6.51M +$44.5K +344 +0.7%
FCIM
319
Fairview Capital Investment Management
California
$6.44M -$118K -910 -2%
CP
320
Capital Planning
Washington
$6.36M -$112K -864 -2%
SCM
321
SCS Capital Management
Massachusetts
$6.36M +$129 +1 +0%
AWM
322
Avior Wealth Management
Nebraska
$6.31M +$3.09M +23,880 +95%
DWM
323
DKM Wealth Management
California
$6.28M +$6.32M +48,791 New
DIA
324
Davidson Investment Advisors
Montana
$6.21M +$87K +672 +1%
FPW
325
Flagship Private Wealth
Massachusetts
$6.17M +$720K +5,564 +13%

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.