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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
MFG
376
Merit Financial Group
Georgia
$4.65M +$1.31M +10,105 +39%
ATPW
377
Ashton Thomas Private Wealth
Arizona
$4.61M +$177K +1,370 +4%
WMA
378
Wealth Management Associates
New Jersey
$4.57M +$68.2K +527 +2%
MHC
379
May Hill Capital
Massachusetts
$4.56M +$4.59M +35,443 New
KFGK
380
Keystone Financial Group (Kentucky)
Kentucky
$4.54M -$209K -1,613 -4%
AFO
381
Allie Family Office
Florida
$4.52M
SIA
382
Soltis Investment Advisors
Utah
$4.51M +$4.27K +33 +0.1%
WWM
383
Western Wealth Management
Colorado
$4.49M -$36.6K -283 -0.8%
RCM
384
Riggs Capital Management
Utah
$4.45M +$4.48M +34,585 New
CWM
385
Congress Wealth Management
Massachusetts
$4.4M +$3.2M +24,728 +261%
LC
386
LCNB Corp
Ohio
$4.33M -$129K -1,000 -3%
IC
387
IEQ Capital
California
$4.31M +$406K +3,138 +10%
SWP
388
Sagespring Wealth Partners
Tennessee
$4.28M +$4.31M +33,288 New
USWIA
389
UP Strategic Wealth Investment Advisors
Pennsylvania
$4.27M
Lazard Asset Management
390
Lazard Asset Management
New York
$4.23M
IAA
391
Independent Advisor Alliance
North Carolina
$4.21M +$4.24M +32,724 New
AAP
392
Arax Advisory Partners
Colorado
$4.19M +$57.1K +441 +1%
FFS
393
Fortress Financial Solutions
Arizona
$4.18M +$4.21M +32,485 New
KAM
394
Kraft Asset Management
Tennessee
$4.17M +$129 +1 +0%
DPI
395
Diversified Portfolios Inc
Michigan
$4.16M +$573K +4,424 +16%
LW
396
Libra Wealth
California
$4.16M -$365K -2,816 -8%
GEA
397
Glen Eagle Advisors
New Jersey
$4.15M +$137K +1,055 +3%
AC
398
Apella Capital
Connecticut
$4.15M -$325K -2,512 -7%
AWM
399
Apollon Wealth Management
South Carolina
$4.07M +$1.49M +11,481 +57%
SIC
400
Sigma Investment Counselors
Michigan
$4.04M -$18.1K -140 -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.