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iShares Core S&P Total US Stock Market ETF
ITOT

1,224 hedge funds and large institutions have $32.6B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 452 increasing their positions, 438 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,415% more call options, than puts

Call options by funds: $60.3M | Put options by funds: $3.98M

121% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 53

4% more funds holding

Funds holding: 1,178 → 1,224 (+46)

1% more funds holding in top 10

Funds holding in top 10: 158 → 160 (+2)

5% more capital invested

Capital invested by funds: $31.1B → $32.6B (+$1.43B)

3% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 438

3.02% less ownership

Funds ownership: 63.08% → 60.06% (-3%)

Holders
1,224
Holders Change
+46
Holders Change %
+3.9%
% of All Funds
17.63%
Holding in Top 10
160
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.27%
% of All Funds
2.3%
New
117
Increased
452
Reduced
438
Closed
53
Calls
$60.3M
Puts
$3.98M
Net Calls
+$56.3M
Net Calls Change
+$37.8M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$179M
2
LPL Financial
LPL Financial
California
+$88.5M
3
BSW
Buckingham Strategic Wealth
Missouri
+$66M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$56.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$51.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$220M
3
Empower Advisory Group
Empower Advisory Group
Colorado
-$216M
4
WCP
Wick Capital Partners
Pennsylvania
-$80.7M
5
Charles Schwab
Charles Schwab
California
-$78.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Allworth Financial
California
$198M -$11.7M -106,336 -6%
PCIA
27
Prime Capital Investment Advisors
Kansas
$196M +$45.5M +414,874 +32%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$194M -$4.75M -43,305 -3%
RCG
29
Rock Creek Group
District of Columbia
$186M +$8.25M +75,210 +5%
TCM
30
TD Capital Management
Tennessee
$182M -$9.93M -90,562 -5%
Osaic Holdings
31
Osaic Holdings
Arizona
$181M -$5.6M -51,048 -3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$161M +$44.6M +406,955 +41%
UBS Group
33
UBS Group
Switzerland
$152M +$659K +6,007 +0.5%
PP
34
Pegasus Partners
Wisconsin
$151M +$4.49M +40,907 +3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$143M +$5.64M +51,420 +4%
EK
36
Evensky & Katz
Florida
$139M +$6.08M +55,418 +5%
JP Morgan Chase
37
JP Morgan Chase
New York
$134M -$22.7M -206,599 -15%
CCA
38
Cobblestone Capital Advisors
New York
$129M +$4.34M +39,583 +4%
Mariner
39
Mariner
Kansas
$126M +$4.81M +43,833 +4%
EPM
40
Elm Partners Management
Pennsylvania
$124M +$5.49M +50,102 +5%
HighTower Advisors
41
HighTower Advisors
Illinois
$123M -$8.15M -74,358 -7%
DCM
42
Disciplina Capital Management
Tennessee
$116M -$853K -7,774 -0.8%
MFIM
43
Mesirow Financial Investment Management
Illinois
$112M +$6.07M +55,391 +6%
KFAA
44
Klaas Financial Asset Advisors
Illinois
$110M -$1.26M -11,449 -1%
OBWP
45
O'Brien Wealth Partners
Massachusetts
$109M -$3.29M -29,954 -3%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$106M +$6.13M +55,893 +6%
KWM
47
Kingsview Wealth Management
Oregon
$103M +$10.7M +97,816 +12%
TLFA
48
True Link Financial Advisors
California
$98.1M +$1.09M +9,921 +1%
LWM
49
LJI Wealth Management
Indiana
$97.5M +$1.82M +16,550 +2%
GA
50
Goldstein Advisors
Wisconsin
$95.8M +$1.18M +10,762 +1%
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ITOT Hedge Fund Activity: Q1 2024 in Review

1,224 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2024, worth a combined $32.6B — up 4.6% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ITOT positions and 53 closed out — a net gain of 64 holders — while 452 added to existing stakes and 438 trimmed.

The largest buyer was BlackRock, adding an estimated $179M. The largest seller was Morgan Stanley, cutting an estimated $1.19B.

  • 1,224 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2024, up from 1,178 in Q4 2023.
  • Funds reported $32.6B of iShares Core S&P Total US Stock Market ETF stock for Q1 2024, up 4.6% quarter-over-quarter.
  • 117 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2024 and 53 closed out, a net change of +64 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2024 was BlackRock, an estimated $179M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.19B sold.

Based on aggregated 13F filings for Q1 2024.