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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
PCIA
51
Prime Capital Investment Advisors
Kansas
$53.7M -$6.57M -81,124 -12%
Creative Planning
52
Creative Planning
Kansas
$53.2M +$114K +1,404 +0.2%
RWP
53
Reliant Wealth Planning
Kentucky
$50.2M -$532K -6,574 -1%
JBA
54
Johnson Bixby & Associates
Washington
$47.6M +$44.7M +552,052 New
MIAN
55
Mariner Independent Advisor Network
Kansas
$47.4M +$41.9M +517,663 +1,585%
CAL
56
Capital Analysts LLC
Pennsylvania
$47.2M -$3.62M -44,742 -8%
UWPG
57
Ullmann Wealth Partners Group
Florida
$47.2M -$569K -7,021 -1%
FI
58
FormulaFolio Investments
Michigan
$46.7M +$43.5M +536,761 +12,070%
MWM
59
Mission Wealth Management
California
$46.1M -$993K -12,260 -2%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$45M +$5.07M +62,609 +14%
UCFA
61
United Capital Financial Advisors
Texas
$44.7M -$1.14M -14,025 -3%
RJA
62
Raymond James & Associates
Florida
$41.3M +$7.51M +92,692 +24%
PAMG
63
Patton Albertson Miller Group
Tennessee
$40.8M +$1.99M +24,624 +6%
TI
64
Truepoint Inc
Ohio
$39.9M -$1.13M -14,010 -3%
AA
65
Ancora Advisors
Ohio
$38.6M +$318K +3,927 +0.9%
LGWM
66
Litman Gregory Wealth Management
California
$38M +$434K +5,353 +1%
PFA
67
Pure Financial Advisors
California
$36.8M -$2.39M -29,542 -6%
IAA
68
Ironsides Asset Advisors
North Carolina
$36.7M -$12.1K -150 -0%
EK
69
Evensky & Katz
Florida
$36.2M +$13.2M +162,511 +63%
PCA
70
Personal Capital Advisors
California
$35.4M +$23.7M +292,389 +248%
PFO
71
Pathstone Family Office
New Jersey
$34.4M +$81 +1 +0%
LPT
72
Legacy Private Trust
Wisconsin
$34M -$2.01M -24,870 -6%
KAS
73
Kestra Advisory Services
Texas
$32.7M +$3.77M +46,542 +14%
EH
74
Equitable Holdings
New York
$32.3M +$1.19M +14,708 +4%
CAM
75
Cresset Asset Management
Illinois
$31.8M +$31.9K +394 +0.1%

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.