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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
MSA
626
Marino Stram & Associates
Massachusetts
$1.32M
RCM
627
Regency Capital Management
Hawaii
$1.32M -$1.83M -14,148 -58%
SFG
628
Sovereign Financial Group
Connecticut
$1.31M +$906 +7 +0.1%
PPW
629
Pasadena Private Wealth
California
$1.31M +$318K +2,453 +32%
EBWM
630
Eagle Bluffs Wealth Management
Missouri
$1.31M -$495K -3,824 -27%
TLA
631
Tanglewood Legacy Advisors
Texas
$1.3M +$4.4K +34 +0.3%
FFN
632
Focus Financial Network
Minnesota
$1.29M +$839K +6,479 +182%
IFA
633
Index Fund Advisors
California
$1.29M
LNWWM
634
Laird Norton Wetherby Wealth Management
California
$1.28M +$576K +4,446 +80%
SB
635
Strategic Blueprint
Georgia
$1.27M -$91.5K -707 -7%
VWA
636
Visionary Wealth Advisors
Illinois
$1.27M +$8.29K +64 +0.7%
WWM
637
Wolff Wiese Magana
California
$1.27M
SWM
638
Sugarloaf Wealth Management
Georgia
$1.26M -$29K -224 -2%
SMAM
639
Sugar Maple Asset Management
Wisconsin
$1.26M +$518 +4 +0%
JSW
640
Journey Strategic Wealth
New Jersey
$1.25M -$330K -2,547 -21%
CWM
641
Cahaba Wealth Management
Georgia
$1.25M -$57.1K -441 -4%
FCG
642
Fielder Capital Group
Tennessee
$1.25M
DAS
643
Dynamic Advisor Solutions
Arizona
$1.23M -$4.76M -36,762 -79%
CAG
644
Csenge Advisory Group
Florida
$1.23M +$187K +1,444 +18%
HNB
645
Huntington National Bank
Ohio
$1.23M
IFWM
646
Institute for Wealth Management
Colorado
$1.22M +$198K +1,526 +19%
SWMP
647
Signature Wealth Management Partners
New Jersey
$1.22M +$26.8K +207 +2%
SOS
648
Silver Oak Securities
Tennessee
$1.21M +$22.1K +171 +2%
CC
649
Chicago Capital
Illinois
$1.21M
ST
650
Somerset Trust
Pennsylvania
$1.21M

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.