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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
DWMG
476
DB Wealth Management Group
California
$567K +$533K +6,582 New
IFWM
477
Institute for Wealth Management
Colorado
$565K +$238K +2,941 +81%
AWA
478
ARS Wealth Advisors
Florida
$561K +$81 +1 +0%
PA
479
PFG Advisors
Arizona
$560K -$124K -1,527 -19%
BCA
480
Bay Colony Advisors
Massachusetts
$560K +$15.9K +196 +3%
CM
481
Columbus Macro
Pennsylvania
$554K -$320K -3,955 -38%
QPWM
482
Quadrant Private Wealth Management
Pennsylvania
$554K +$31.1K +384 +6%
YU
483
Yale University
Connecticut
$551K
CFD
484
Creative Financial Designs
Indiana
$550K +$188K +2,323 +57%
BWA
485
Burt Wealth Advisors
Maryland
$547K
BFC
486
Blue Fin Capital
Rhode Island
$546K +$88.1K +1,088 +21%
MIG
487
McGuire Investment Group
Rhode Island
$545K +$41K +506 +9%
CC
488
Cadinha & Co
Hawaii
$544K -$12.5K -154 -2%
DADC
489
D.A. Davidson & Co
Montana
$539K +$129K +1,592 +34%
GL
490
Graypoint LLC
New York
$537K
Rockefeller Capital Management
491
Rockefeller Capital Management
New York
$537K +$90.5K +1,117 +22%
1IA
492
1834 Investment Advisors
Wisconsin
$536K -$162 -2 -0%
CCG
493
Cypress Capital Group
Florida
$529K -$59.9K -739 -11%
T
494
TrueFG
Texas
$525K -$8.59K -106 -2%
EPWM
495
Essex Private Wealth Management
Massachusetts
$518K -$972 -12 -0.2%
PD
496
Planning Directions
Pennsylvania
$518K +$1.86K +23 +0.4%
CWM
497
Capital Wealth Management
Rhode Island
$512K +$481K +5,938 New
IDA
498
Intelligence Driven Advisers
California
$511K -$11K -136 -2%
AFP
499
Ausdal Financial Partners
Iowa
$508K -$10.4K -128 -2%
AWM
500
Avior Wealth Management
Nebraska
$508K +$5.02K +62 +1%

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.