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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
RG
726
Retirement Group
California
$53K -$4.32M -53,398 -99%
HIM
727
HawsGoodwin Investment Management
Tennessee
$53K
LWM
728
Liberty Wealth Management
California
$53K +$162 +2 +0.3%
AL
729
ADE LLC
Maryland
$53K +$49.9K +616 New
FFA
730
Freedman Financial Associates
Massachusetts
$53K +$50.2K +620 New
CH
731
Canton Hathaway
Rhode Island
$51K
M
732
MOTCO
Texas
$50K +$6.24K +77 +15%
FCH
733
Freestone Capital Holdings
Washington
$48.6K -$11.8K -146 -21%
GA
734
GoalVest Advisory
New York
$48K +$45.1K +557 New
SWM
735
Selective Wealth Management
Virginia
$45K +$42.4K +523 New
CFB
736
Cullen/Frost Bankers
Texas
$44K
VBCG
737
Valley Brook Capital Group
Pennsylvania
$44K +$41.7K +515 New
DSC
738
Duncker Streett & Co
Missouri
$43K
KFS
739
Kelly Financial Services
Massachusetts
$42.3K +$39.8K +491 New
PK
740
Pflug Koory
Nebraska
$42K
TCOV
741
Trust Company of Vermont
Vermont
$42K +$4.46K +55 +13%
PCTC
742
Perkins Coie Trust Company
Washington
$38K
YAL
743
Your Advocates Ltd
Texas
$37K
FP
744
Financial Perspectives
Minnesota
$37K +$648 +8 +2%
SFC
745
SYM Financial Corp
Indiana
$36K
HWA
746
HHM Wealth Advisors
Tennessee
$34K
SIC
747
Salem Investment Counselors
North Carolina
$34K
GI
748
Gradient Investments
Minnesota
$33K
TWA
749
TCI Wealth Advisors
Arizona
$33K
HS
750
Horan Securities
United States
$32K

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.