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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
FWM
401
ForthRight Wealth Management
Georgia
$990K +$930K +11,482 New
AWA
402
Alta Wealth Advisors
Massachusetts
$988K +$928K +11,462 New
SMG
403
Spectrum Management Group
Indiana
$986K -$63.1K -779 -6%
CA
404
Claro Advisors
Massachusetts
$983K -$891 -11 -0.1%
Jane Street
405
Jane Street
New York
$979K +$83.9K +1,036 +10%
Brown Advisory
406
Brown Advisory
Maryland
$973K -$72.9K -900 -7%
PG
407
Proffitt & Goodson
Tennessee
$972K
SAA
408
Southeast Asset Advisors
Georgia
$964K
CP
409
Capital Planning
Washington
$958K +$900K +11,110 New
LWM
410
Laidlaw Wealth Management
New York
$952K +$895K +11,046 New
WA
411
Waverly Advisors
Alabama
$944K +$17.7K +219 +2%
MA
412
Mutual Advisors
Nebraska
$928K -$1.1M -13,612 -56%
MSA
413
Marino Stram & Associates
Massachusetts
$915K
BA
414
Bellwether Advisors
Nebraska
$907K +$853K +10,530 New
Millennium Management
415
Millennium Management
New York
$898K +$843K +10,414 New
GAG
416
GM Advisory Group
New York
$897K +$403K +4,971 +92%
IFG
417
Independent Financial Group
California
$896K +$78.6K +970 +10%
CAPTRUST Financial Advisors
418
CAPTRUST Financial Advisors
North Carolina
$895K +$384K +4,736 +84%
VCP
419
Vista Capital Partners
Oregon
$891K -$90.6K -1,118 -10%
WWM
420
WJ Wealth Management
Arizona
$885K -$69.3K -855 -8%
MCC
421
Money Concepts Capital
Florida
$884K +$831K +10,257 New
CIA
422
Compass Ion Advisors
Pennsylvania
$856K -$55.2K -682 -6%
LA
423
LexAurum Advisors
Kansas
$852K +$59.6K +736 +8%
GLA
424
Good Life Advisors
Pennsylvania
$828K -$14.1K -174 -2%
CTB
425
Country Trust Bank
Illinois
$826K

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.