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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
MSWM
526
McGlone Suttner Wealth Management
Wisconsin
$2.02M +$250K +1,933 +14%
AF
527
Apollon Financial
South Carolina
$2.01M
Vanguard Group
528
Vanguard Group
Pennsylvania
$2.01M +$214K +1,654 +12%
BW
529
BIP Wealth
Georgia
$2M -$26.9K -208 -1%
GPA
530
Guidance Point Advisors
Massachusetts
$1.99M +$259 +2 +0%
ESB
531
Essex Savings Bank
Connecticut
$1.98M +$183K +1,412 +10%
CIA
532
Concurrent Investment Advisors
Florida
$1.98M -$359K -2,774 -15%
SI
533
Stephens Inc
Arkansas
$1.97M -$1.06M -8,150 -35%
OCM
534
Objective Capital Management
Ohio
$1.97M -$56.6K -437 -3%
BTWM
535
Baker Tilly Wealth Management
Wisconsin
$1.97M +$1.73M +13,384 +707%
FAIM
536
Financial Advocates Investment Management
Washington
$1.96M -$8.29K -64 -0.4%
WCFA
537
Walkner Condon Financial Advisors
Wisconsin
$1.95M +$54.4K +420 +3%
WE
538
Wealth Effects
Massachusetts
$1.94M +$2.59K +20 +0.1%
AIP
539
Almanack Investment Partners
Pennsylvania
$1.93M
WH
540
Whitcomb & Hess
Ohio
$1.93M -$44.4K -343 -2%
AWM
541
Axxcess Wealth Management
California
$1.91M +$8.8K +68 +0.5%
PI
542
Parkside Investments
Illinois
$1.9M +$9.71K +75 +0.5%
CA
543
Centerpoint Advisors
Massachusetts
$1.89M +$65.3K +504 +4%
JTWM
544
Jackson Thornton Wealth Management
Alabama
$1.88M +$136K +1,048 +8%
VFA
545
Valeo Financial Advisors
Indiana
$1.88M -$361K -2,786 -16%
MHR
546
Matthew Hamilton Rosenberg
$1.87M -$110K -849 -6%
PG
547
Patten Group
Tennessee
$1.87M -$88.4K -683 -4%
NCM
548
Northwest Capital Management
Oregon
$1.84M -$518 -4 -0%
Fifth Third Bancorp
549
Fifth Third Bancorp
Ohio
$1.83M +$315K +2,434 +21%
SXL
550
Summit X LLC
Missouri
$1.82M +$113K +872 +7%

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.