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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
TWA
501
Talisman Wealth Advisors
New Jersey
$2.21M -$351K -2,708 -14%
PFM
502
Peak Financial Management
Massachusetts
$2.19M -$16.8K -130 -0.8%
SFG
503
Sowa Financial Group
Rhode Island
$2.19M -$66.7K -515 -3%
ABC
504
Associated Banc-Corp
Wisconsin
$2.19M -$61.9K -478 -3%
TPA
505
Trivium Point Advisory
Connecticut
$2.17M +$418K +3,227 +24%
CTWM
506
Cherry Tree Wealth Management
Minnesota
$2.17M -$29.4K -227 -1%
HC
507
Hamilton Capital
Ohio
$2.17M
BF
508
Brooklyn FI
New York
$2.16M +$23K +178 +1%
GA
509
Geller Advisors
New York
$2.16M +$1.04K +8 +0%
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$2.16M +$6.21K +48 +0.3%
SHGA
511
Sand Hill Global Advisors
California
$2.14M
LFA
512
Lauterbach Financial Advisors
Texas
$2.14M +$102K +790 +5%
CPA
513
Cardiff Park Advisors
California
$2.14M -$3.63K -28 -0.2%
TPCW
514
TD Private Client Wealth
New York
$2.12M +$336K +2,592 +19%
TWG
515
The Wealth Group
Minnesota
$2.12M -$155K -1,198 -7%
DWP
516
Destiny Wealth Partners
Florida
$2.11M +$43.6K +337 +2%
S
517
SignatureFD
Georgia
$2.1M -$17.5K -135 -0.8%
GWM
518
GSB Wealth Management
Connecticut
$2.09M -$76.7K -592 -4%
SPWM
519
Schrum Private Wealth Management
Florida
$2.09M -$168K -1,296 -7%
TP
520
Tranquility Partners
Tennessee
$2.09M -$5.7K -44 -0.3%
AWM
521
AE Wealth Management
Kansas
$2.06M +$19.6K +151 +1%
AFG
522
Atomi Financial Group
New York
$2.04M -$91.4K -706 -4%
HPM
523
Hoxton Planning & Management
West Virginia
$2.04M -$19.3K -149 -0.9%
NW
524
NewEdge Wealth
Pennsylvania
$2.03M -$31.9K -246 -2%
DWM
525
Dopkins Wealth Management
New York
$2.02M +$1.28M +9,884 +169%

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.