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
VAMG
751
Voisard Asset Management Group
Michigan
$822K -$11.8K -91 -1%
RA
752
Ruggaard & Associates
Ohio
$820K +$254K +1,960 +44%
CPA
753
Capital Planning Advisors
California
$814K
SWA
754
Stratos Wealth Advisors
Ohio
$812K -$140K -1,080 -15%
AGWCA
755
Annis Gardner Whiting Capital Advisors
Florida
$809K
SF
756
Synovus Financial
Georgia
$807K +$129 +1 +0%
TW
757
Transform Wealth
Colorado
$807K +$2.59K +20 +0.3%
SDWIA
758
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$807K +$1.04K +8 +0.1%
IA
759
IFG Advisory
Georgia
$806K +$812K +6,268 New
FLPIM
760
F.L. Putnam Investment Management
Massachusetts
$805K +$15.5K +120 +2%
BL
761
Balentine LLC
Georgia
$803K
BIG
762
Brooklyn Investment Group
New York
$802K +$808K +6,239 New
COCM
763
Charter Oak Capital Management
New Hampshire
$799K -$9.97K -77 -1%
RMDI
764
R.M. Davis Inc
Maine
$798K +$117K +902 +17%
CWM
765
Centricity Wealth Management
Ohio
$798K +$803K +6,202 New
PA
766
Procyon Advisors
Connecticut
$796K -$42.2K -326 -5%
YU
767
Yale University
Connecticut
$793K -$38.8K -300 -5%
T
768
TrueFG
Texas
$791K -$5.18K -40 -0.6%
WTC
769
WhitTier Trust Company
Nevada
$791K
NJIM
770
Nabity-Jensen Investment Management
Nebraska
$789K -$11.1K -86 -1%
FWP
771
Falcon Wealth Planning
California
$782K -$100K -772 -11%
CA
772
CGN Advisors
Kansas
$778K -$25.6K -198 -3%
NSAM
773
North Star Asset Management
Wisconsin
$776K
Deutsche Bank
774
Deutsche Bank
Germany
$775K
OWA
775
Outlook Wealth Advisors
Texas
$775K +$5.7K +44 +0.7%

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.