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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
EWM
576
EPG Wealth Management
Georgia
$1.65M -$66.6K -514 -4%
DW30
577
Drucker Wealth 3.0
New Jersey
$1.64M +$327K +2,527 +25%
BWL
578
Bogart Wealth LLC
Virginia
$1.62M
GS
579
GWN Securities
Florida
$1.62M +$1.63M +12,576 New
GC
580
Grange Capital
Oregon
$1.61M +$1.62M +12,497 New
BCA
581
Bay Colony Advisors
Massachusetts
$1.61M +$124K +955 +8%
OAS
582
Optivise Advisory Services
Tennessee
$1.6M -$10.2K -79 -0.6%
GVCM
583
Global View Capital Management
Wisconsin
$1.6M +$1.61M +12,466 New
OC
584
Oppenheimer & Co
New York
$1.58M +$144K +1,110 +10%
GFP
585
Gryphon Financial Partners
Ohio
$1.57M +$647 +5 +0%
IWA
586
IBEX Wealth Advisors
New Jersey
$1.56M +$1.57M +12,121 New
Qube Research & Technologies (QRT)
587
Qube Research & Technologies (QRT)
United Kingdom
$1.55M +$835K +6,452 +116%
MPCL
588
My Personal CFO LLC
Washington
$1.54M
PTB
589
Pioneer Trust Bank
Oregon
$1.52M
HSG
590
Helen Stephens Group
Texas
$1.51M -$291K -2,248 -16%
PCMC
591
Private Capital Management (Colorado)
Colorado
$1.51M -$66.8K -516 -4%
BNMT
592
Bawa N Mallick Trust
New York
$1.5M +$1.51M +11,658 New
WCG
593
Weaver Consulting Group
California
$1.5M +$28.1K +217 +2%
RSWA
594
Robinson Smith Wealth Advisors
Maine
$1.48M +$777 +6 +0.1%
FF
595
Finley Financial
Nevada
$1.48M +$1.47M +11,375 New
HWM
596
Hemington Wealth Management
Virginia
$1.47M
MWP
597
Meridian Wealth Partners
Pennsylvania
$1.46M -$5.18K -40 -0.4%
LFAS
598
Level Four Advisory Services
Texas
$1.46M -$217K -1,677 -13%
PFA
599
Professional Financial Advisors
Nebraska
$1.45M -$9.19K -71 -0.6%
TWC
600
TD Waterhouse Canada
Ontario, Canada
$1.45M +$1.01M +7,793 +223%

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.