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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
FCP
476
Fidelis Capital Partners
Florida
$2.15M -$308K -2,806 -13%
M&T Bank
477
M&T Bank
New York
$2.13M +$1.16M +10,606 +135%
TFO
478
Tarbox Family Office
California
$2.13M +$284K +2,593 +16%
BW
479
BIP Wealth
Georgia
$2.13M +$610K +5,566 +43%
OFG
480
Oxford Financial Group
Indiana
$2.12M – – –
BWP
481
Bernardo Wealth Planning
Pennsylvania
$2.11M -$296K -2,697 -13%
EW
482
Evoke Wealth
California
$2.1M +$1.99M +18,191 New
EWA
483
EP Wealth Advisors
California
$2.08M +$507K +4,624 +35%
IAS
484
Insigneo Advisory Services
Florida
$2.06M -$125K -1,144 -6%
SFG
485
Sage Financial Group
Pennsylvania
$2.02M – – –
SGI
486
Summit Global Investments
Utah
$2.01M +$624K +5,693 +48%
KA
487
Klingman & Associates
New York
$2M -$89.1K -812 -4%
MA
488
Mutual Advisors
Nebraska
$1.99M +$13.2K +120 +0.7%
AIC
489
Archer Investment Corporation
Indiana
$1.98M -$2.74K -25 -0.1%
TWG
490
The Wealth Group
Minnesota
$1.98M +$2.58M +23,519 +133%
CTWM
491
Cherry Tree Wealth Management
Minnesota
$1.98M -$3.51K -32 -0.2%
PFM
492
Peak Financial Management
Massachusetts
$1.96M +$2.08K +19 +0.1%
GWM
493
GSB Wealth Management
Connecticut
$1.94M -$92.6K -844 -5%
HC
494
Hamilton Capital
Ohio
$1.94M – – –
GA
495
Geller Advisors
New York
$1.92M +$243K +2,217 +15%
BIP
496
Blueprint Investment Partners
North Carolina
$1.91M -$273K -2,492 -13%
CPA
497
Cardiff Park Advisors
California
$1.9M +$3.07K +28 +0.2%
VFA
498
Valeo Financial Advisors
Indiana
$1.88M -$297K -2,711 -14%
SWM
499
Spire Wealth Management
Virginia
$1.87M -$403K -3,672 -18%
TP
500
Tranquility Partners
Tennessee
$1.86M -$7.13K -65 -0.4%
18 19
20
21 22

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.