ITOT icon

iShares Core S&P Total US Stock Market ETF

1,420 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 219 funds opening new positions, 465 increasing their positions, 483 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,420
Holders Change
+146
Holders Change %
+11.46%
% of All Funds
18.9%
Holding in Top 10
159
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.3%
% of All Funds
2.12%
New
219
Increased
465
Reduced
483
Closed
47
Calls
$6.64M
Puts
$2.42M
Net Calls
+$4.22M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Shares
Change %
LKBC
701
L.K. Benson & Company
Maryland
$948K +$948K +7,368 New
CIA
702
Capital Investment Advisors
Georgia
$947K +$267K +2,079 +39%
PCWA
703
Pacific Capital Wealth Advisors
California
$946K
PPWP
704
Premier Path Wealth Partners
New Jersey
$944K +$157K +1,223 +20%
JFGIW
705
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$936K -$158K -1,193 -14%
SWA
706
SFMG Wealth Advisors
Texas
$936K +$1.67K +13 +0.2%
TCA
707
Transcend Capital Advisors
New Jersey
$933K -$44.6K -347 -5%
SAW
708
Signal Advisors Wealth
Michigan
$933K -$34K -264 -4%
AWC
709
Abundance Wealth Counselors
Pennsylvania
$930K +$930K +7,232 New
CWC
710
Carolinas Wealth Consulting
North Carolina
$929K -$26.8K -208 -3%
VPP
711
Vertex Planning Partners
Illinois
$925K +$10K +78 +1%
BCWM
712
Bartlett & Co Wealth Management
Ohio
$923K -$5.15K -40 -0.6%
CWMA
713
Capstone Wealth Management (Alabama)
Alabama
$918K +$918K +7,135 New
BIP
714
Bouvel Investment Partners
Pennsylvania
$917K -$74.6K -580 -8%
MW
715
MBL Wealth
North Carolina
$917K +$70.1K +545 +8%
First Trust Advisors
716
First Trust Advisors
Illinois
$915K +$915K +7,115 New
AP
717
Atwood & Palmer
Missouri
$911K
OWM
718
Orgel Wealth Management
Wisconsin
$909K -$315K -2,448 -26%
CA
719
Calton & Associates
Florida
$908K +$232K +1,801 +34%
PMFA
720
Plante Moran Financial Advisors
Michigan
$906K +$166K +1,294 +22%
HI
721
Human Investing
Oregon
$906K +$83.7K +651 +10%
WPW
722
Watershed Private Wealth
Illinois
$901K -$772 -6 -0.1%
BWM
723
BCS Wealth Management
Tennessee
$898K +$898K +6,978 New
USCWA
724
U.S. Capital Wealth Advisors
Texas
$898K +$109K +850 +14%
WP
725
WealthShield Partners
North Carolina
$893K +$34.7K +270 +4%