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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
GSWM
626
Golden State Wealth Management
California
$268K -$4.05K -50 -2%
4WM
627
4J Wealth Management
Virginia
$265K +$250K +3,085 New
GPA
628
Garrison Point Advisors
California
$264K -$810 -10 -0.3%
AssetMark Inc
629
AssetMark Inc
California
$263K -$1.51M -18,678 -86%
EP
630
Eudaimonia Partners
Tennessee
$259K -$22K -272 -8%
LWA
631
LWS Wealth Advisors
New Jersey
$259K +$22.2K +274 +10%
DWA
632
Douglass Winthrop Advisors
New York
$259K +$243K +3,000 New
OSAM
633
O'Shaughnessy Asset Management
Connecticut
$259K +$243K +3,000 New
PA
634
Procyon Advisors
Connecticut
$256K +$5.99K +74 +3%
VWA
635
V Wealth Advisors
Kansas
$255K +$239K +2,953 New
Principal Financial Group
636
Principal Financial Group
Iowa
$255K +$240K +2,963 New
SFM
637
Signet Financial Management
New Jersey
$254K +$7.94K +98 +3%
QC
638
QCM Cayman
Texas
$253K -$146K -1,800 -38%
FC
639
Forte Capital
New York
$253K -$20.2K -250 -8%
PIMG
640
Patriot Investment Management Group
Tennessee
$252K -$949K -11,720 -80%
IA
641
IFG Advisory
Georgia
$252K -$52.9K -653 -18%
PFA
642
Professional Financial Advisors
Nebraska
$252K +$1.38K +17 +0.6%
MWPCG
643
Measured Wealth Private Client Group
New Hampshire
$252K +$236K +2,919 New
IFG
644
Investors Financial Group
Minnesota
$247K +$232K +2,863 New
FA
645
FC Advisory
Pennsylvania
$246K +$972 +12 +0.4%
Citigroup
646
Citigroup
New York
$246K +$1.22K +15 +0.5%
SFG
647
Summit Financial Group
West Virginia
$245K -$79K -975 -26%
GG
648
GenWealth Group
New Jersey
$244K -$35.6K -439 -13%
OPS
649
Orion Portfolio Solutions
Nebraska
$244K +$230K +2,834 New
BWA
650
Beam Wealth Advisors
Louisiana
$241K -$112K -1,382 -33%

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.