We are live on ! Find out more
ITOT icon

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
WPW
726
Watershed Private Wealth
Illinois
$901K -$777 -6 -0.1%
BWM
727
BCS Wealth Management
Tennessee
$898K +$904K +6,978 New
USCWA
728
U.S. Capital Wealth Advisors
Texas
$898K +$110K +850 +14%
WP
729
WealthShield Partners
North Carolina
$893K +$35K +270 +4%
TVAMP
730
Tennessee Valley Asset Management Partners
Tennessee
$892K +$287K +2,217 +47%
EFH
731
Eaton Financial Holdings
Florida
$888K -$70.3K -543 -7%
GIA
732
GHP Investment Advisors
Colorado
$881K +$518 +4 +0.1%
SS
733
Sound Stewardship
Kansas
$880K -$77.3K -597 -8%
CIBC World Market
734
CIBC World Market
Ontario, Canada
$878K -$133K -1,029 -13%
KL
735
KWMG LLC
Kansas
$876K
MOS
736
MGO One Seven
Ohio
$876K +$432K +3,340 +96%
GWMR
737
GC Wealth Management RIA
Massachusetts
$870K -$53K -409 -6%
HWA
738
HCR Wealth Advisors
California
$868K
AV
739
Aspiring Ventures
Ohio
$861K +$848K +6,548 New
VC
740
Vicus Capital
Pennsylvania
$856K +$3.63K +28 +0.4%
DIA
741
Dana Investment Advisors
Wisconsin
$855K
MCCA
742
Mill Creek Capital Advisors
Pennsylvania
$851K +$129 +1 +0%
SC
743
Soundwatch Capital
Connecticut
$849K
GWA
744
Genesis Wealth Advisors
Massachusetts
$848K +$854K +6,595 New
HR
745
Howe & Rusling
New York
$846K +$229K +1,765 +37%
CWS
746
Cypress Wealth Services
California
$840K
OCM
747
One Capital Management
California
$837K +$2.46K +19 +0.3%
SF
748
Symphony Financial
Texas
$827K -$52.8K -408 -6%
CST
749
Charles Schwab Trust
Nevada
$825K +$579K +4,472 +230%
BDFN
750
Bond & Devick Financial Network
Minnesota
$825K

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.