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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
SMA
426
Sage Mountain Advisors
Georgia
$3.35M +$112K +864 +3%
TFM
427
TFC Financial Management
Massachusetts
$3.34M -$45.6K -352 -1%
NEWAS
428
N.E.W. Advisory Services
Wisconsin
$3.31M -$4.14K -32 -0.1%
TC
429
TownSquare Capital
Utah
$3.29M +$399K +3,078 +14%
CIA
430
Choate Investment Advisors
Massachusetts
$3.29M
GAM
431
Gotham Asset Management
New York
$3.28M +$3.31M +25,540 New
CPC
432
Consolidated Planning Corp
Georgia
$3.23M +$24.3K +188 +0.8%
BFG
433
Birch Financial Group
New Hampshire
$3.22M +$3.24M +25,020 New
SIC
434
Samalin Investment Counsel
New York
$3.22M +$125K +968 +4%
SMWM
435
Silvia McColl Wealth Management
California
$3.19M
JFG
436
Jefferies Financial Group
New York
$3.17M +$647 +5 +0%
GA
437
GSG Advisors
New Jersey
$3.17M +$169K +1,303 +6%
BPWM
438
Badgley Phelps Wealth Managers
Washington
$3.16M -$123K -949 -4%
Natixis Advisors
439
Natixis Advisors
Massachusetts
$3.1M +$348K +2,686 +13%
RFG
440
RFP Financial Group
Georgia
$3.09M +$52.1K +402 +2%
MGIA
441
Moneta Group Investment Advisors
Missouri
$3.08M +$134K +1,037 +5%
SWA
442
Serenus Wealth Advisors
California
$3.06M +$3.08M +23,810 New
TIAA Trust, National Association
443
TIAA Trust, National Association
North Carolina
$3.04M -$24.9K -192 -0.8%
BF
444
BOK Financial
Oklahoma
$3.02M +$1.76M +13,588 +135%
AL
445
Aspiriant LLC
California
$3M
MMA
446
Miracle Mile Advisors
California
$2.96M -$8.29K -64 -0.3%
QPWM
447
Quadrant Private Wealth Management
Pennsylvania
$2.96M -$20.8K -161 -0.7%
KPP
448
Kings Path Partners
Texas
$2.94M +$1.16M +8,929 +64%
WAP
449
Wealthcare Advisory Partners
Pennsylvania
$2.93M -$195K -1,505 -6%
CAM
450
Clark Asset Management
New Hampshire
$2.92M +$2.23M +17,258 +319%

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.