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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
BWM
501
BCGM Wealth Management
Indiana
$508K +$448K +5,531 New
WP
502
WealthPLAN Partners
Nebraska
$498K -$47.8K -590 -10%
MFA
503
McClarren Financial Advisors
Pennsylvania
$496K +$467K +5,760 New
KeyBank National Association
504
KeyBank National Association
Ohio
$492K +$462K +5,707 New
Deutsche Bank
505
Deutsche Bank
Germany
$491K
WAP
506
Wealthcare Advisory Partners
Pennsylvania
$488K -$18.9K -233 -4%
Bank of Montreal
507
Bank of Montreal
Ontario, Canada
$488K +$414K +5,116 +1,145%
TNA
508
True North Advisors
Texas
$487K
GFP
509
Gryphon Financial Partners
Ohio
$487K +$648 +8 +0.1%
RCM
510
RNC Capital Management
California
$484K +$455K +5,618 New
CAG
511
Csenge Advisory Group
Florida
$476K +$2.75K +34 +0.6%
CCMD
512
Cypress Capital Management (Delaware)
Delaware
$473K
Jones Financial Companies
513
Jones Financial Companies
Missouri
$471K +$126K +1,552 +40%
AWC
514
Abundance Wealth Counselors
Pennsylvania
$469K
BFG
515
Beacon Financial Group
Texas
$467K
ANTB
516
AMG National Trust Bank
Colorado
$466K -$8.5K -105 -2%
SWMP
517
Signature Wealth Management Partners
New Jersey
$466K +$437K +5,399 New
TSS
518
Two Sigma Securities
New York
$464K +$436K +5,383 New
BCWM
519
Bartlett & Co Wealth Management
Ohio
$459K -$17.5K -216 -4%
BC
520
Bartlett & Co
Ohio
$459K -$17.5K -216 -4%
SCM
521
SOL Capital Management
Maryland
$459K
MCM
522
Mengis Capital Management
Oregon
$456K +$13.8K +170 +3%
PPP
523
Private Portfolio Partners
New Jersey
$453K +$180K +2,220 +73%
KFC
524
Klingenstein Fields & Co
New York
$451K
S
525
SignatureFD
Georgia
$451K +$486 +6 +0.1%

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.