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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
FWP
351
FAS Wealth Partners
Kansas
$5.37M -$118K -914 -2%
SCA
352
Snowden Capital Advisors
New York
$5.37M +$321K +2,481 +6%
PFPT
353
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.34M -$4.52M -34,901 -46%
Franklin Resources
354
Franklin Resources
California
$5.34M +$274K +2,118 +5%
RCS
355
Retirement Capital Strategies
California
$5.22M -$148K -1,141 -3%
IAG
356
Investment Advisory Group
Massachusetts
$5.22M +$162K +1,249 +3%
MA
357
MBA Advisors
Pennsylvania
$5.21M +$26.7K +206 +0.5%
Vontobel Holding
358
Vontobel Holding
Switzerland
$5.1M +$374K +2,892 +8%
DA
359
Doliver Advisors
Texas
$5.07M -$1.33M -10,269 -21%
RA
360
RFG Advisory
Alabama
$5.06M +$587K +4,531 +13%
DWM
361
Dakota Wealth Management
Florida
$5.05M +$458K +3,539 +10%
FFA
362
Farther Finance Advisors
California
$4.96M +$283K +2,186 +6%
CNBT
363
Canandaigua National Bank & Trust
New York
$4.95M
VCM
364
Vivaldi Capital Management
Illinois
$4.92M -$600K -4,635 -11%
CWG
365
Cornerstone Wealth Group
North Carolina
$4.91M -$247K -1,906 -5%
PAS
366
Park Avenue Securities
New York
$4.89M +$1.67M +12,900 +51%
PNC Financial Services Group
367
PNC Financial Services Group
Pennsylvania
$4.88M +$601K +4,644 +14%
NI
368
NYL Investors
New York
$4.84M +$220K +1,700 +5%
BWM
369
BlackDiamond Wealth Management
New York
$4.81M -$37.5K -290 -0.8%
JWCA
370
J.W. Cole Advisors
Florida
$4.8M +$572K +4,421 +13%
FWM
371
Fonville Wealth Management
Virginia
$4.76M -$154K -1,190 -3%
CAL
372
Capital Advisors Ltd
Ohio
$4.75M -$26.8K -207 -0.6%
CFGS
373
Concourse Financial Group Securities
Alabama
$4.74M -$1.49M -11,540 -25%
SS
374
Sunbelt Securities
Texas
$4.68M -$154K -1,192 -3%
MPW
375
MA Private Wealth
California
$4.68M -$19.3K -149 -0.4%

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.