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iShares Core S&P Total US Stock Market ETF

1,429 hedge funds and large institutions have $57B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 223 funds opening new positions, 467 increasing their positions, 485 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

374% more first-time investments, than exits

New positions opened: 223 | Existing positions closed: 47

174% more call options, than puts

Call options by funds: $6.64M | Put options by funds: $2.42M

54% more capital invested

Capital invested by funds: $37B → $57B (+$20B)

12% more funds holding

Funds holding: 1,2791,429 (+150)

5% more funds holding in top 10

Funds holding in top 10: 152160 (+8)

0.86% more ownership

Funds ownership: 60%60.86% (+0.86%)

4% less repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 485

Holders
1,429
Holders Change
+150
Holders Change %
+11.73%
% of All Funds
18.82%
Holding in Top 10
160
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.26%
% of All Funds
2.11%
New
223
Increased
467
Reduced
485
Closed
47
Calls
$6.64M
Puts
$2.42M
Net Calls
+$4.22M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
476
Quad-Cities Investment Group
Iowa
$2.53M -$20.6K -159 -0.8%
MYIA
477
Mount Yale Investment Advisors
Colorado
$2.52M +$977K +7,543 +62%
Financial Engines Advisors
478
Financial Engines Advisors
California
$2.51M +$322K +2,485 +15%
EW
479
Evoke Wealth
California
$2.51M +$170K +1,310 +7%
CFP
480
Cascade Financial Partners
California
$2.5M +$85.1K +657 +3%
AWA
481
Aaron Wealth Advisors
Illinois
$2.49M -$242K -1,870 -9%
IWM
482
IHT Wealth Management
Illinois
$2.48M -$204K -1,575 -8%
SFG
483
Sage Financial Group
Pennsylvania
$2.43M +$80.1K +619 +3%
MFA
484
Mayflower Financial Advisors
Massachusetts
$2.41M -$29.5K -228 -1%
M&T Bank
485
M&T Bank
New York
$2.4M +$27.6K +213 +1%
AWM
486
Abound Wealth Management
Tennessee
$2.4M +$710K +5,482 +42%
ZIC
487
ZWJ Investment Counsel
Georgia
$2.38M -$9.58K -74 -0.4%
Brown Advisory
488
Brown Advisory
Maryland
$2.36M -$853K -6,589 -26%
PFM
489
Phillips Financial Management
Indiana
$2.36M -$328K -2,536 -12%
Tudor Investment Corp
490
Tudor Investment Corp
Connecticut
$2.34M -$8.24M -63,637 -78%
KeyBank National Association
491
KeyBank National Association
Ohio
$2.34M +$279K +2,154 +13%
CA
492
Claro Advisors
Massachusetts
$2.3M +$45.1K +348 +2%
MPW
493
Magnolia Private Wealth
Pennsylvania
$2.25M +$2.26M +17,459 New
PP
494
Prosperity Planning
Missouri
$2.24M -$66.2K -511 -3%
AWA
495
Alta Wealth Advisors
Massachusetts
$2.24M +$39K +301 +2%
AssetMark Inc
496
AssetMark Inc
California
$2.24M +$1.42M +10,949 +170%
AI
497
Accredited Investors
Minnesota
$2.23M -$12.3K -95 -0.5%
SWM
498
Spire Wealth Management
Virginia
$2.23M +$294K +2,269 +15%
MA
499
Mutual Advisors
Nebraska
$2.23M -$292K -2,255 -12%
AIC
500
Archer Investment Corporation
Indiana
$2.22M +$259 +2 +0%

ITOT Hedge Fund Activity: Q4 2024 in Review

1,429 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2024, worth a combined $57B — up 54% from $37B a quarter earlier.

Buyers outnumbered sellers: 223 funds opened new ITOT positions and 47 closed out — a net gain of 176 holders — while 467 added to existing stakes and 485 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Kingsview Wealth Management, cutting an estimated $121M.

  • 1,429 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2024, up from 1,279 in Q3 2024.
  • Funds reported $57B of iShares Core S&P Total US Stock Market ETF stock for Q4 2024, up 54% quarter-over-quarter.
  • 223 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2024 and 47 closed out, a net change of +176 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2024 was BlackRock, an estimated $250M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2024 was Kingsview Wealth Management, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2024.