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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
HWA
451
HCR Wealth Advisors
California
$686K
PWP
452
Personal Wealth Partners
Minnesota
$683K -$2.02K -25 -0.3%
AWM
453
Apollon Wealth Management
South Carolina
$680K +$638K +7,883 New
EA
454
Elm Advisors
California
$671K
RSWM
455
Robertson Stephens Wealth Management
California
$669K -$194K -2,401 -24%
IRC
456
Investors Research Corp
Georgia
$669K +$344K +4,252 +121%
MAS
457
Madden Advisory Services
Florida
$667K -$3.32K -41 -0.5%
CSIC
458
Clifford Swan Investment Counsel
California
$662K -$213K -2,631 -26%
NPF
459
Norris Perne & French
Michigan
$653K -$71K -876 -10%
COCM
460
Charter Oak Capital Management
New Hampshire
$647K +$608K +7,501 New
BIP
461
Bouvel Investment Partners
Pennsylvania
$642K +$603K +7,442 New
FHA
462
Flagship Harbor Advisors
Massachusetts
$628K +$106K +1,310 +22%
MWM
463
Modera Wealth Management
New Jersey
$628K +$279K +3,444 +90%
C
464
Certuity
Florida
$612K +$14.2K +175 +3%
AIC
465
Ameritas Investment Company
Nebraska
$608K +$238K +2,937 +71%
AWAP
466
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$608K +$571K +7,051 New
KA
467
Klingman & Associates
New York
$594K +$339K +4,191 +155%
SHIM
468
Stone House Investment Management
Pennsylvania
$593K -$7.53K -93 -1%
KL
469
KWMG LLC
Kansas
$592K -$36.9K -455 -6%
SF
470
Symphony Financial
Texas
$584K -$3.48K -43 -0.6%
SXL
471
Summit X LLC
Missouri
$582K -$2.51K -31 -0.5%
SAS
472
Sanford Advisory Services
Michigan
$579K +$544K +6,714 New
5L
473
55I LLC
Massachusetts
$571K -$212K -2,614 -28%
AP
474
Advisor Partners
California
$570K -$43.1K -532 -7%
SF
475
Synovus Financial
Georgia
$568K -$13K -160 -2%

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.