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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
AI
351
Accredited Investors
Minnesota
$1.4M -$122K -1,506 -9%
SAM
352
Satovsky Asset Management
New York
$1.38M +$1.3M +16,033 New
BSW
353
Buckingham Strategic Wealth
Missouri
$1.38M +$267K +3,297 +26%
NAM
354
NorthCoast Asset Management
Connecticut
$1.37M -$182K -2,247 -12%
EW
355
Emerson Wealth
Michigan
$1.37M
BFA
356
Beacon Financial Advisory
Ohio
$1.37M +$356K +4,394 +38%
W
357
Wealthquest
Ohio
$1.36M -$294K -3,629 -19%
SFG
358
StrategIQ Financial Group
Indiana
$1.36M -$30.7K -379 -2%
CGA
359
Crescent Grove Advisors
Illinois
$1.36M +$601K +7,421 +89%
MCA
360
Magnolia Capital Advisors
Mississippi
$1.35M +$22.9K +283 +2%
TP
361
Tranquility Partners
Tennessee
$1.33M +$30.1K +372 +2%
TW
362
Transform Wealth
Colorado
$1.33M -$236K -2,918 -16%
GPA
363
Guidance Point Advisors
Massachusetts
$1.32M +$81 +1 +0%
FF
364
FourThought Financial
Florida
$1.32M +$1.24M +15,295 New
IWP
365
Icon Wealth Partners
Texas
$1.31M -$17.8K -220 -1%
FAIM
366
Financial Advocates Investment Management
Washington
$1.3M -$818K -10,105 -41%
AA
367
Advisory Alpha
Michigan
$1.28M -$95.4K -1,178 -7%
PFM
368
Peak Financial Management
Massachusetts
$1.26M -$305K -3,765 -20%
PG
369
Patten Group
Tennessee
$1.25M +$567 +7 +0%
V
370
Veritable
Delaware
$1.25M -$125K -1,545 -10%
AIP
371
Almanack Investment Partners
Pennsylvania
$1.24M +$221K +2,730 +23%
SC
372
Savant Capital
Illinois
$1.23M -$273K -3,372 -19%
CA
373
Centerpoint Advisors
Massachusetts
$1.22M +$5.83K +72 +0.5%
AIC
374
Archer Investment Corporation
Indiana
$1.21M -$58.1K -717 -5%
TPA
375
Trivium Point Advisory
Connecticut
$1.21M +$51.2K +632 +5%

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.