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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
CPIG
326
Chicago Partners Investment Group
Illinois
$6.12M -$116K -896 -2%
AWMM
327
Aegis Wealth Management (Maryland)
Maryland
$6.11M +$6.15M +47,518 New
TSWM
328
Tyler-Stone Wealth Management
Ohio
$6.04M -$380K -2,931 -6%
National Bank of Canada
329
National Bank of Canada
Quebec, Canada
$5.97M +$490K +3,781 +9%
AAG
330
Avalon Advisory Group
Pennsylvania
$5.95M -$525K -4,052 -8%
GM
331
GeoWealth Management
Illinois
$5.94M -$263K -2,029 -4%
TFGT
332
TS Financial Group (TSFG)
Illinois
$5.92M -$12.9K -100 -0.2%
NFG
333
Nations Financial Group
Iowa
$5.91M +$266K +2,053 +5%
FHC
334
First Heartland Consultants
Missouri
$5.88M -$404K -3,118 -6%
LI
335
LVZ Inc
Michigan
$5.84M +$1.34M +10,336 +29%
PI
336
PFG Investments
New York
$5.79M -$426K -3,289 -7%
Pathstone Holdings
337
Pathstone Holdings
New Jersey
$5.67M -$38M -293,694 -87%
FWCM
338
Ferguson Wellman Capital Management
Oregon
$5.65M -$28.1K -217 -0.5%
MFA
339
Morling Financial Advisors
California
$5.64M -$12.9K -100 -0.2%
CFO
340
Callan Family Office
Pennsylvania
$5.63M +$2.35M +18,163 +71%
WCM
341
Wealthcare Capital Management
Virginia
$5.63M -$1.05M -8,145 -16%
SPIA
342
Steward Partners Investment Advisory
New York
$5.6M -$4.24M -32,747 -43%
SSWM
343
Sheets Smith Wealth Management
North Carolina
$5.56M -$29.8K -230 -0.5%
Renaissance Technologies
344
Renaissance Technologies
New York
$5.54M +$5.58M +43,100 New
BOH
345
Bank of Hawaii
Hawaii
$5.54M -$17.4K -134 -0.3%
SPI
346
Sutton Place Investors
New York
$5.52M
HI
347
Hudock Inc
Pennsylvania
$5.51M -$320K -2,475 -5%
JF
348
JSF Financial
California
$5.5M -$428K -3,302 -7%
JIC
349
Johnson Investment Counsel
Ohio
$5.4M +$25.5K +197 +0.5%
CM
350
Columbus Macro
Pennsylvania
$5.38M +$3.5M +27,042 +183%

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.