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iShares Core S&P Total US Stock Market ETF
ITOT

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: 1,279 → 1,429 (+150)

5% more funds holding in top 10

Funds holding in top 10: 152 → 160 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$250M
2
Lido Advisors
Lido Advisors
California
+$205M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$184M
4
AC
Allstate Corporation
Illinois
+$163M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$82.5M

Top Sellers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
-$121M
2
CS
Cisco Systems
California
-$76.4M
3
RWP
Reliant Wealth Planning
Kentucky
-$52.7M
4
PCIG
Partners Capital Investment Group
Massachusetts
-$48.3M
5
Betterment LLC
Betterment LLC
New York
-$42.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
601
Cyndeo Wealth Partners
Florida
$1.45M +$3.37K +26 +0.2%
BFA
602
Beacon Financial Advisory
Ohio
$1.44M -$6.34K -49 -0.4%
CSWM
603
Cassady Schiller Wealth Management
Ohio
$1.44M – – –
SLWA
604
San Luis Wealth Advisors
California
$1.44M -$17.5K -135 -1%
IA
605
IFC Advisors
California
$1.43M +$1.44M +11,108 New
FWM
606
Foguth Wealth Management
Michigan
$1.42M +$530K +4,096 +63%
KA
607
Kovack Advisors
Florida
$1.42M +$24.6K +190 +2%
HI
608
Harbour Investments
Wisconsin
$1.42M +$20.2K +156 +1%
AWA
609
Arkadios Wealth Advisors
Georgia
$1.41M +$290K +2,243 +26%
CAM
610
Clarity Asset Management
Iowa
$1.4M +$5.83K +45 +0.4%
AWM
611
Accurate Wealth Management
Florida
$1.4M -$3.54M -27,361 -71%
CFIA
612
Cantor Fitzgerald Investment Advisors
New York
$1.4M -$13.7K -106 -1%
LA
613
Legacy Advisors
Pennsylvania
$1.4M – – –
IAN
614
Integrated Advisors Network
Texas
$1.4M -$37.5K -290 -3%
WFAG
615
Wescott Financial Advisory Group
Pennsylvania
$1.39M -$93.2K -720 -6%
CFS
616
Coordinated Financial Services
Colorado
$1.38M +$1.39M +10,724 New
BIP
617
Blueprint Investment Partners
North Carolina
$1.37M -$260K -2,008 -16%
WP
618
Westmount Partners
California
$1.37M +$4.27K +33 +0.3%
TSS
619
Two Sigma Securities
New York
$1.35M +$1.36M +10,494 New
BF
620
Baring Financial
Washington
$1.35M +$1.36M +10,487 New
CCFM
621
Clear Creek Financial Management
Washington
$1.34M -$2.46K -19 -0.2%
SA
622
Sylvest Advisors
Texas
$1.34M +$1.35M +10,422 New
PPC
623
Pennington Partners & Co
Maryland
$1.33M +$1.34M +10,364 New
CFA
624
Cahill Financial Advisors
Minnesota
$1.33M -$2.85K -22 -0.2%
WS
625
Wedbush Securities
California
$1.32M +$267K +2,063 +25%
23 24
25
26 27

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.