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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
EA
426
Efficient Advisors
Ohio
$817K -$166K -2,049 -18%
VFA
427
Valeo Financial Advisors
Indiana
$803K +$243 +3 +0%
TFA
428
Teamwork Financial Advisors
Texas
$801K +$93K +1,148 +14%
PCWA
429
Pacific Capital Wealth Advisors
California
$778K -$9.96K -123 -1%
CA
430
Clearstead Advisors
Ohio
$773K +$20.7K +255 +3%
WS
431
Wedbush Securities
California
$767K -$24.3K -300 -3%
LFAS
432
Level Four Advisory Services
Texas
$764K -$327K -4,036 -31%
WIA
433
World Investment Advisors
California
$760K -$79K -975 -11%
WCG
434
Weaver Consulting Group
California
$760K
WCM
435
Windsor Capital Management
Arizona
$758K -$34.4K -425 -5%
PWM
436
PBMares Wealth Management
Virginia
$740K -$16.7K -206 -2%
M&T Bank
437
M&T Bank
New York
$736K +$336K +4,147 +94%
OC
438
Oppenheimer & Co
New York
$729K -$5.26K -65 -0.8%
GWM
439
Greenhouse Wealth Management
Connecticut
$725K +$681K +8,409 New
MOS
440
MGO One Seven
Ohio
$716K -$458K -5,657 -41%
TF
441
TimeScale Financial
Massachusetts
$707K +$2.67K +33 +0.4%
MG
442
Mather Group
Illinois
$704K +$63.7K +786 +11%
WCWM
443
Willow Creek Wealth Management
California
$703K +$11.5K +142 +2%
CWC
444
Carolinas Wealth Consulting
North Carolina
$702K +$2.92K +36 +0.4%
MCWS
445
McKinley Carter Wealth Services
West Virginia
$701K +$659K +8,132 New
MM
446
Meridian Management
Arkansas
$698K
RIG
447
Roosevelt Investment Group
New York
$693K -$308K -3,802 -32%
IF
448
Ironwood Financial
Arizona
$693K +$207K +2,559 +47%
ACI
449
Alpha Cubed Investments
California
$689K -$42.8K -529 -6%
VFA
450
Voya Financial Advisors
Connecticut
$688K +$41.5K +513 +7%

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.