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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
WCFA
651
Walkner Condon Financial Advisors
Wisconsin
$241K +$226K +2,791 New
RMAM
652
Raab & Moskowitz Asset Management
New Jersey
$240K +$226K +2,792 New
LC
653
Lincoln Capital
Nebraska
$239K +$224K +2,767 New
BWM
654
Birchcreek Wealth Management
Ohio
$238K +$224K +2,771 New
NA
655
Nottingham Advisors
New York
$237K -$313K -3,865 -58%
MWM
656
McNaughton Wealth Management
California
$233K -$2.35K -29 -1%
DAS
657
Dynamic Advisor Solutions
Arizona
$231K -$197K -2,436 -48%
TIA
658
Traphagen Investment Advisors
New Jersey
$228K -$73.6K -909 -26%
LBD
659
Landsberg Bennett & Dubbaneh
Florida
$228K -$165K -2,034 -43%
CIBC Private Wealth Group
660
CIBC Private Wealth Group
Georgia
$224K -$7.75M -95,715 -97%
FANJ
661
Financial Architects (New Jersey)
New Jersey
$224K -$40.2K -496 -16%
ECM
662
Exchange Capital Management
Michigan
$224K -$10.9K -135 -5%
IIM
663
InTrack Investment Management
Vermont
$224K +$211K +2,600 New
PS
664
Portfolio Solutions
Michigan
$221K +$208K +2,562 New
FFA
665
Founders Financial Alliance
North Carolina
$220K -$4.86K -60 -2%
FFG
666
Frisch Financial Group
New York
$220K +$207K +2,553 New
FFN
667
Focus Financial Network
Minnesota
$215K -$939K -11,596 -82%
I
668
INVST
Indiana
$215K +$202K +2,499 New
CWP
669
Concord Wealth Partners
Virginia
$213K +$200K +2,471 New
Bessemer Group
670
Bessemer Group
New Jersey
$212K +$199K +2,463 New
AWP
671
Abacus Wealth Partners
California
$212K +$199K +2,456 New
TYCC
672
Texas Yale Capital Corp
Florida
$211K -$49.3K -609 -20%
CPWA
673
Cerro Pacific Wealth Advisors
California
$211K +$198K +2,443 New
ECM
674
Evergreen Capital Management
Washington
$210K +$198K +2,440 New
SFA
675
Semmax Financial Advisors
North Carolina
$209K

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.