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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
IOOF
26
Independent Order of Foresters
Ontario, Canada
$134M
Macquarie Group
27
Macquarie Group
Australia
$134M +$126M +1,556,025 New
TA
28
Tiedemann Advisors
New York
$117M -$1.52M -18,761 -1%
BP
29
Ballentine Partners
Massachusetts
$111M -$45.4K -561 -0%
AF
30
Allworth Financial
California
$93M +$1.41M +17,369 +2%
VA
31
Valmark Advisers
Ohio
$87.7M +$4.01M +49,534 +5%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$86.1M -$128M -1,581,136 -61%
CCA
33
Cobblestone Capital Advisors
New York
$85.9M +$231K +2,854 +0.3%
DPIM
34
Duff & Phelps Investment Management
Illinois
$84.9M +$486K +6,000 +0.6%
OBWP
35
O'Brien Wealth Partners
Massachusetts
$83.9M +$1.11M +13,710 +1%
TPWA
36
TRUE Private Wealth Advisors
Oregon
$81.7M -$4.92M -60,702 -6%
CI
37
Cigna Investments
Connecticut
$77.6M +$12.8M +157,539 +21%
HWA
38
Heritage Wealth Advisors
Virginia
$71.6M +$39.2M +484,552 +140%
HighTower Advisors
39
HighTower Advisors
Illinois
$68M +$4.14M +51,150 +7%
LFA
40
Legacy Financial Advisors
Kentucky
$68M +$27M +333,062 +73%
BCM
41
Brookstone Capital Management
Illinois
$62.5M +$4.43M +54,669 +8%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$61M -$2.88M -35,534 -5%
EWM
43
Executive Wealth Management
Michigan
$60.9M -$1.72M -21,244 -3%
FQ
44
First Quadrant
California
$60.4M -$3.44M -42,461 -6%
KFAA
45
Klaas Financial Asset Advisors
Illinois
$59.6M +$56M +691,642 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$59.1M +$21.6M +266,199 +63%
JIP
47
Jaffetilchin Investment Partners
Florida
$58.4M +$2.57M +31,783 +5%
HB
48
Homrich & Berg
Georgia
$58.1M -$805K -9,933 -1%
DCM
49
Disciplina Capital Management
Tennessee
$58M -$1.62K -20 -0%
EPM
50
Elm Partners Management
Pennsylvania
$56.2M -$1.23M -15,176 -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.