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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
DCM
51
Disciplina Capital Management
Tennessee
$112M -$4.16M -32,150 -4%
JBA
52
Johnson Bixby & Associates
Washington
$107M -$237K -1,833 -0.2%
CA
53
Claar Advisors
New York
$107M
WAG
54
Winthrop Advisory Group
Massachusetts
$105M +$4M +30,862 +4%
Macquarie Group
55
Macquarie Group
Australia
$104M +$15.9M +123,125 +18%
GA
56
Goldstein Advisors
Wisconsin
$101M -$7.17M -55,352 -7%
JIP
57
Jaffetilchin Investment Partners
Florida
$88.1M +$2.17M +16,786 +3%
IOOF
58
Independent Order of Foresters
Ontario, Canada
$86.5M +$15.9M +123,125 +22%
ZF
59
Zhang Financial
Michigan
$85.5M -$402K -3,101 -0.5%
AA
60
Ancora Advisors
Ohio
$83.2M +$2.85M +21,979 +4%
UWPG
61
Ullmann Wealth Partners Group
Florida
$83.1M -$774K -5,977 -0.9%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$80.4M -$2.93M -22,625 -3%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$75.9M -$4.65M -35,891 -6%
US Bancorp
64
US Bancorp
Minnesota
$71.8M +$20.9M +161,350 +41%
SQA
65
Simon Quick Advisors
New Jersey
$70.4M -$2.16M -16,681 -3%
AIM
66
Allen Investment Management
New York
$68.3M
HWA
67
Heritage Wealth Advisors
Virginia
$68.1M -$459K -3,542 -0.7%
EWM
68
Executive Wealth Management
Michigan
$66.4M -$1.42M -10,934 -2%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$65.6M +$505K +3,902 +0.8%
PCIG
70
Partners Capital Investment Group
Massachusetts
$64.6M -$48.3M -373,288 -43%
MML Investors Services
71
MML Investors Services
Massachusetts
$63.8M -$1.51M -11,680 -2%
William Blair & Company
72
William Blair & Company
Illinois
$61.8M +$2.75M +21,248 +5%
CAM
73
Cresset Asset Management
Illinois
$61.5M -$8.74M -67,488 -12%
Truist Financial
74
Truist Financial
North Carolina
$61.5M +$1.92M +14,818 +3%
FWI
75
Facet Wealth Inc
Maryland
$60.8M -$5.43M -41,949 -8%

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.