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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
RK
401
Rather & Kittrell
Tennessee
$4.04M -$374K -2,886 -8%
Legacy Financial Group (Iowa)
402
Legacy Financial Group (Iowa)
Iowa
$3.99M -$96.1K -742 -2%
MBT
403
Montecito Bank & Trust
California
$3.98M +$72K +556 +2%
WPC
404
Wedmont Private Capital
Pennsylvania
$3.93M +$204K +1,578 +5%
CIAS
405
CFS Investment Advisory Services
New Jersey
$3.92M +$86K +664 +2%
MWM
406
Modern Wealth Management
Kansas
$3.92M +$135K +1,043 +4%
AFP
407
Ausdal Financial Partners
Iowa
$3.89M +$3.41M +26,338 +672%
PFS
408
Prospera Financial Services
Texas
$3.87M -$8.68K -67 -0.2%
HIM
409
Hanlon Investment Management
New Jersey
$3.82M
PFA
410
Pettinga Financial Advisors
Indiana
$3.72M -$2.96M -22,848 -44%
CFG
411
Carr Financial Group
Massachusetts
$3.67M +$9.06K +70 +0.2%
GIA
412
Gladstone Institutional Advisory
Florida
$3.67M -$85.2K -658 -2%
CC
413
Climber Capital
Switzerland
$3.65M +$4.45M +34,332 New
Bessemer Group
414
Bessemer Group
New Jersey
$3.64M -$47.4K -366 -1%
SIAS
415
Summit Investment Advisory Services
Minnesota
$3.57M -$24.3K -188 -0.7%
PTC
416
Private Trust Company
Ohio
$3.55M -$513K -3,964 -13%
OFG
417
Oxford Financial Group
Indiana
$3.52M +$733K +5,660 +26%
FAM
418
Forte Asset Management
New York
$3.52M -$13.6K -105 -0.4%
PA
419
PFG Advisors
Arizona
$3.49M +$90.9K +702 +3%
SFS
420
Symphony Financial Services
Ohio
$3.48M -$11.7K -90 -0.3%
SPA
421
Sentinel Pension Advisors
Massachusetts
$3.42M -$312K -2,409 -8%
Citigroup
422
Citigroup
New York
$3.42M -$471K -3,641 -12%
CMS
423
Capital Market Strategies
Florida
$3.38M -$20.2K -156 -0.6%
JIC
424
Joel Isaacson & Co
New York
$3.37M +$11.5K +89 +0.3%
GJIA
425
Glass Jacobson Investment Advisors
Maryland
$3.36M -$84K -649 -2%

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.