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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
KWS
701
Keystone Wealth Services
California
$966K -$4.4K -34 -0.5%
ECG
702
Edge Capital Group
Georgia
$965K -$20.6K -159 -2%
WCM
703
Windsor Capital Management
Arizona
$957K -$6.47K -50 -0.7%
PIAS
704
PCA Investment Advisory Services
Ohio
$957K -$65.6K -507 -6%
LKBC
705
L.K. Benson & Company
Maryland
$948K +$954K +7,368 New
CIA
706
Capital Investment Advisors
Georgia
$947K +$269K +2,079 +39%
PCWA
707
Pacific Capital Wealth Advisors
California
$946K
PPWP
708
Premier Path Wealth Partners
New Jersey
$944K +$158K +1,223 +20%
JFGIW
709
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$936K -$154K -1,193 -14%
SWA
710
SFMG Wealth Advisors
Texas
$936K +$1.68K +13 +0.2%
TCA
711
Transcend Capital Advisors
New Jersey
$933K -$44.9K -347 -5%
SAW
712
Signal Advisors Wealth
Michigan
$933K -$34.2K -264 -4%
AWC
713
Abundance Wealth Counselors
Pennsylvania
$930K +$936K +7,232 New
CWC
714
Carolinas Wealth Consulting
North Carolina
$929K -$26.9K -208 -3%
VPP
715
Vertex Planning Partners
Illinois
$925K +$10.1K +78 +1%
BCWM
716
Bartlett & Co Wealth Management
Ohio
$923K -$5.18K -40 -0.6%
CWMA
717
Capstone Wealth Management (Alabama)
Alabama
$918K +$924K +7,135 New
BIP
718
Bouvel Investment Partners
Pennsylvania
$917K -$75.1K -580 -8%
MW
719
MBL Wealth
North Carolina
$917K +$70.6K +545 +8%
First Trust Advisors
720
First Trust Advisors
Illinois
$915K +$921K +7,115 New
AP
721
Atwood & Palmer
Missouri
$911K
OWM
722
Orgel Wealth Management
Wisconsin
$909K -$317K -2,448 -26%
CA
723
Calton & Associates
Florida
$908K +$233K +1,801 +34%
PMFA
724
Plante Moran Financial Advisors
Michigan
$906K +$168K +1,294 +22%
HI
725
Human Investing
Oregon
$906K +$84.3K +651 +10%

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.