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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
QT
601
Quantbot Technologies
New York
$301K +$283K +3,494 New
BFG
602
Barber Financial Group
Kansas
$295K +$26.7K +330 +11%
MAS
603
Managed Account Services
Florida
$293K +$266K +3,281 New
OMC
604
Old Mission Capital
Illinois
$292K +$274K +3,388 New
BF
605
BOK Financial
Oklahoma
$290K +$272K +3,362 New
EWA
606
Encompass Wealth Advisors
Oregon
$287K +$269K +3,325 New
RWM
607
Ritholtz Wealth Management
New York
$285K +$267K +3,300 New
CTA
608
Chesley Taft & Associates
Illinois
$284K +$6.08K +75 +2%
P
609
Palladiem
Pennsylvania
$284K +$267K +3,296 New
Toronto Dominion Bank
610
Toronto Dominion Bank
Ontario, Canada
$284K +$267K +3,299 New
CW
611
CreativeOne Wealth
Kansas
$283K -$202K -2,498 -43%
APW
612
Aurora Private Wealth
New Jersey
$282K -$9.15K -113 -3%
WBC
613
West Branch Capital
Massachusetts
$282K +$13.3K +164 +5%
GWAG
614
Garrett Wealth Advisory Group
Texas
$281K +$648 +8 +0.2%
IF
615
IRON Financial
Illinois
$278K +$261K +3,227 New
LAM
616
LifePro Asset Management
California
$278K +$261K +3,227 New
FMW
617
Farr Miller & Washington
District of Columbia
$276K -$2.02K -25 -0.8%
EL
618
EQ LLC
Washington
$276K +$259K +3,196 New
DC
619
Derby & Company
Massachusetts
$275K
BTWM
620
Baker Tilly Wealth Management
Wisconsin
$275K +$258K +3,190 New
VWA
621
Visionary Wealth Advisors
Illinois
$274K +$6.56K +81 +3%
SWA
622
SFMG Wealth Advisors
Texas
$274K +$8.02K +99 +3%
EA
623
Ellsworth Advisors
Ohio
$274K +$258K +3,183 New
LF
624
Lantz Financial
Illinois
$270K
RC
625
RegentAtlantic Capital
New Jersey
$270K +$254K +3,132 New

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.