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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
FP
701
Fiduciary Planning
Florida
$107K +$324 +4 +0.3%
EI
702
Ellevest Inc
New York
$107K +$4.62K +57 +5%
SIS
703
Sound Income Strategies
Florida
$103K +$162 +2 +0.2%
WT
704
Whittier Trust
California
$100K +$93.9K +1,159 New
MPWT
705
MassMutual Private Wealth & Trust
Connecticut
$90K +$84.2K +1,040 New
AWM
706
Atticus Wealth Management
Florida
$89K +$324 +4 +0.4%
RPCA
707
Running Point Capital Advisors
California
$81K +$75.6K +934 New
FDCDDQ
708
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.2K
WEC
709
Winslow Evans & Crocker
Massachusetts
$76K +$36K +445 +100%
FMII
710
Farmers & Merchants Investments Inc
Nebraska
$75K
FFG
711
Fortem Financial Group
California
$75K +$70.9K +875 New
PAI
712
Pittenger & Anderson Inc
Nebraska
$72K
CWA
713
Clearview Wealth Advisors
Oregon
$67K +$62.4K +771 New
SFA
714
Stewardship Financial Advisors
Georgia
$66K +$36.4K +450 +143%
JCM
715
Jacobi Capital Management
Pennsylvania
$64K
PCFFS
716
Pacific Center for Financial Services
California
$64K +$40.3K +498 +200%
AAP
717
Arax Advisory Partners
Colorado
$62K +$5.59K +69 +11%
CB
718
CNB Bank
Pennsylvania
$61K
IWP
719
IAG Wealth Partners
Wisconsin
$58K -$17.1K -211 -24%
Kayne Anderson Rudnick Investment Management
720
Kayne Anderson Rudnick Investment Management
California
$57K
LFG
721
Larson Financial Group
Missouri
$57K
IWMWV
722
Ironwood Wealth Management (West Virginia)
West Virginia
$56K +$52.6K +650 New
AIA
723
Armor Investment Advisors
North Carolina
$55K
PB
724
Pinnacle Bancorp
Nebraska
$55K +$1.3K +16 +3%
PWPS
725
Pinnacle Wealth Planning Services
Ohio
$55K +$52K +642 New

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.