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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
SAM
676
Smithbridge Asset Management
Pennsylvania
$207K +$194K +2,400 New
FIG
677
FundX Investment Group
California
$206K +$194K +2,395 New
AWA
678
Arete Wealth Advisors
Illinois
$204K +$194K +2,400 New
FFA
679
Fragasso Financial Advisors
Pennsylvania
$203K +$191K +2,356 New
MSS
680
Mitchell Sinkler & Starr
Pennsylvania
$202K +$190K +2,345 New
NP
681
NorthRock Partners
Minnesota
$201K -$61.2K -755 -24%
TCM
682
Tandem Capital Management
New Jersey
$201K +$189K +2,337 New
BWM
683
BCS Wealth Management
Tennessee
$200K +$188K +2,325 New
TC
684
Tacita Capital
Ontario, Canada
$197K +$185K +2,284 New
FCM
685
Firestone Capital Management
Florida
$194K -$20.5K -253 -10%
RFA
686
Reilly Financial Advisors
California
$194K
OC
687
Oakworth Capital
Alabama
$193K
CWM
688
Cranbrook Wealth Management
Michigan
$187K -$9.88K -122 -5%
IAIM
689
International Assets Investment Management
Florida
$186K +$175K +2,163 New
TFS
690
TrustCore Financial Services
Tennessee
$171K -$8.02K -99 -5%
AF
691
Advisornet Financial
Minnesota
$168K -$121K -1,496 -43%
CF
692
Centaurus Financial
California
$166K +$156K +1,925 New
IBOK
693
Independence Bank of Kentucky
Kentucky
$157K
PO
694
Private Ocean
California
$141K +$81 +1 +0.1%
GFPC
695
Global Financial Private Client
Florida
$129K -$124K -1,536 -51%
GAM
696
Gemmer Asset Management
California
$127K -$8.18K -101 -6%
FWM
697
FSA Wealth Management
Massachusetts
$124K +$117K +1,440 New
CMBA
698
C.M. Bidwell & Associates
Hawaii
$113K
BAMG
699
Brand Asset Management Group
Missouri
$111K -$20.3K -251 -16%
CICI
700
Capital Investment Counsel Inc
North Carolina
$108K

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.