ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

1,418 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 219 funds opening new positions, 464 increasing their positions, 482 reducing their positions, and 47 closing their positions.

Holders
1,418
Holders Change
+145
Holders Change %
+11.39%
% of All Funds
18.88%
Holding in Top 10
159
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.3%
% of All Funds
2.12%
New
219
Increased
464
Reduced
482
Closed
47
Calls
$6.64M
Puts
$2.42M
Net Calls
+$4.22M
Net Calls Change
-$1.82M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$18B
2
BlackRock
2
BlackRock
New York
$7.16B
3
Lido Advisors
3
Lido Advisors
California
$243M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.25B
5
AC
5
Allstate Corporation
Illinois
$167M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$16.9M
2
CS
2
Cisco Systems
California
$265M
3
RWP
3
Reliant Wealth Planning
Kentucky
$39.1M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$64.6M
5
Betterment LLC
5
Betterment LLC
New York
$1.52B
Name Market Value Shares Shares
Change 		Shares
Change %
MGIA
301
Matthew Goff Investment Advisor
Texas
$7.12M 55,384 +105 +0.2%
LA
302
Lynch & Associates
Indiana
$7.12M 55,355 -1,517 -3%
PS
303
Principal Securities
Iowa
$7.05M 54,782 +10,102 +23%
HWM
304
Hassell Wealth Management
Louisiana
$6.98M 52,473 +681 +1%
BHWM
305
Bar Harbor Wealth Management
New Hampshire
$6.97M 54,194 – –
EWM
306
Endowment Wealth Management
Wisconsin
$6.91M 53,741 +3,713 +7%
HCM
307
Hollencrest Capital Management
California
$6.9M 53,646 -1,023 -2%
CA
308
Claris Advisors
Missouri
$6.87M 53,429 +4,435 +9%
RWP
309
Ridgecrest Wealth Partners
California
$6.84M 53,177 -1,135 -2%
ISWM
310
Independent Solutions Wealth Management
New York
$6.82M 53,045 -15,685 -23%
EWA
311
EP Wealth Advisors
California
$6.79M 52,800 +31,979 +154%
GWM
312
Grand Wealth Management
Michigan
$6.64M 51,636 -404 -0.8%
Bank of Montreal
313
Bank of Montreal
Ontario, Canada
$6.58M 51,130 -5,056 -9%
WHG
314
Westwood Holdings Group
Texas
$6.56M 50,976 – –
IF
315
Ironwood Financial
Arizona
$6.53M 50,745 -1,684 -3%
HSA
316
HBK Sorce Advisory
Pennsylvania
$6.51M 50,587 +344 +0.7%
FCIM
317
Fairview Capital Investment Management
California
$6.44M 50,035 -910 -2%
CP
318
Capital Planning
Washington
$6.36M 49,473 -864 -2%
SCM
319
SCS Capital Management
Massachusetts
$6.36M 49,430 +1 +0%
AWM
320
Avior Wealth Management
Nebraska
$6.31M 49,040 +23,880 +95%
DWM
321
DKM Wealth Management
California
$6.28M 48,791 +48,791 New
DIA
322
Davidson Investment Advisors
Montana
$6.21M 48,281 +672 +1%
FPW
323
Flagship Private Wealth
Massachusetts
$6.17M 48,007 +5,564 +13%
CPIG
324
Chicago Partners Investment Group
Illinois
$6.12M 47,245 -896 -2%
AWM
325
Aegis Wealth Management
Maryland
$6.11M 47,518 +47,518 New
11 12
13
14 15