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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
LWA
751
Lenox Wealth Advisors
New York
$32K
LS
752
Leelyn Smith
Illinois
$32K +$81 +1 +0.3%
VNA
753
Valley National Advisers
Pennsylvania
$30K
GLLW
754
Graves Light Lenhart Wealth
Virginia
$28K +$26.7K +330 New
GT
755
Glenmede Trust
Pennsylvania
$28K +$27.2K +336 New
GIA
756
Goodwin Investment Advisory
Georgia
$27K +$25.7K +317 New
DI
757
Disciplined Investments
Oklahoma
$26K
IFAM
758
Institutional & Family Asset Management
Colorado
$26K
AWA
759
Artemis Wealth Advisors
New York
$25.8K +$162 +2 +0.7%
WWM
760
Wolff Wiese Magana
California
$25K +$23.1K +285 New
RIM
761
Rockbridge Investment Management
New York
$23K
SBL
762
Sargent Bickham Lagudis
Colorado
$22K +$81 +1 +0.4%
RMC
763
Resources Management Corp
Connecticut
$22K +$20.8K +257 New
LWCFA
764
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K +$21.1K +260 New
OCM
765
Orion Capital Management
California
$21K +$19.3K +238 New
PGAM
766
Princeton Global Asset Management
New Jersey
$20K
RWG
767
Regal Wealth Group
California
$19K -$10.9K -135 -39%
RWA
768
Ropes Wealth Advisors
Massachusetts
$19K
LGA
769
Lebenthal Global Advisors
New York
$19K +$18.5K +229 New
LDFR
770
Lehman & Derafelo Financial Resources
Pennsylvania
$18K +$81 +1 +0.5%
OIM
771
Oder Investment Management
California
$18K +$17.3K +213 New
BCA
772
Berman Capital Advisors
Georgia
$18K +$17.7K +219 New
ME
773
McIlrath & Eck
Washington
$16K
VRM
774
Vectors Research Management
New York
$16K
EIP
775
Ellis Investment Partners
Pennsylvania
$16K +$162 +2 +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.