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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
PP
376
Palladium Partners
Virginia
$1.21M +$99.1K +1,223 +10%
SG
377
StoneX Group
New York
$1.2M -$127K -1,563 -10%
EW
378
Evoke Wealth
California
$1.19M +$41.5K +513 +4%
MWP
379
Meridian Wealth Partners
Pennsylvania
$1.19M
FCFC
380
First Commonwealth Financial Corp
Pennsylvania
$1.18M
IWS
381
Insight Wealth Strategies
California
$1.16M -$12.1K -150 -1%
Fisher Asset Management
382
Fisher Asset Management
Washington
$1.16M +$1.09M +13,403 New
MAFM
383
Mid Atlantic Financial Management
Pennsylvania
$1.15M -$19K -234 -2%
SFS
384
Sowell Financial Services
Arkansas
$1.15M -$1.01M -12,430 -48%
IAN
385
Integrated Advisors Network
Texas
$1.14M -$3.89K -48 -0.4%
UFA
386
US Financial Advisors
Massachusetts
$1.12M +$1.05M +13,004 New
APA
387
American Portfolios Advisors
New York
$1.12M +$16.2K +200 +2%
LFF
388
Level Four Financial
Texas
$1.12M +$1.05M +12,985 New
CFA
389
Cahill Financial Advisors
Minnesota
$1.09M -$1.7K -21 -0.2%
SIC
390
Samalin Investment Counsel
New York
$1.09M +$794K +9,801 +350%
EWM
391
EPG Wealth Management
Georgia
$1.07M -$146K -1,798 -13%
CIBC World Market
392
CIBC World Market
Ontario, Canada
$1.06M +$129K +1,596 +15%
MGIA
393
Matthew Goff Investment Advisor
Texas
$1.05M -$810 -10 -0.1%
MWM
394
Merriman Wealth Management
Washington
$1.02M
TFO
395
Tarbox Family Office
California
$1.01M +$112K +1,383 +13%
CFG
396
Cooper Financial Group
California
$1.01M +$611K +7,548 +182%
GEA
397
Glen Eagle Advisors
New Jersey
$1.01M +$134K +1,651 +16%
RPC
398
Rossmore Private Capital
Connecticut
$1M
RA
399
RFG Advisory
Alabama
$998K +$268K +3,313 +41%
CI
400
Cordant Inc
Oregon
$992K +$1.13K +14 +0.1%

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.