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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
MA
776
MCF Advisors
Kentucky
$15K
LWA
777
Lowe Wealth Advisors
Maryland
$14K
JAWM
778
J. Arnold Wealth Management
Ohio
$14K +$13.1K +162 New
APC
779
Aspire Private Capital
North Carolina
$13K -$2.45M -30,290 -100%
KCM
780
Kathmere Capital Management
Pennsylvania
$13K
KTC
781
Kistler-Tiffany Companies
Pennsylvania
$13K
IA
782
Inspire Advisors
Idaho
$12K +$11.5K +142 New
BWM
783
BerganKDV Wealth Management
Minnesota
$11K -$729 -9 -6%
CI
784
CX Institutional
Indiana
$11K +$10.6K +131 New
NFSG
785
Newbridge Financial Services Group
Florida
$10K -$24.2K -299 -72%
GTAM
786
Global Trust Asset Management
Florida
$10K -$648 -8 -6%
APWA
787
Atlas Private Wealth Advisors
New Jersey
$10K
CB
788
Community Bank
New York
$10K
NL
789
NVWM LLC
Pennsylvania
$10K
HR
790
Howe & Rusling
New York
$9K +$8.1K +100 New
FRA
791
Front Row Advisors
California
$8K +$891 +11 +13%
KFI
792
Key Financial Inc
Pennsylvania
$6K +$5.18K +64 New
AWG
793
Altus Wealth Group
Colorado
$5K +$4.54K +56 New
AIA
794
Arcadia Investment Advisors
Idaho
$4.92K +$4.62K +57 New
WLPWM
795
Walled Lake Planning & Wealth Management
Illinois
$4K
QCG
796
Quadrant Capital Group
Ohio
$4K +$2.92K +36 +600%
CCA
797
Column Capital Advisors
Indiana
$3K -$5.91K -73 -66%
BIP
798
Blueprint Investment Partners
North Carolina
$2.3K -$2.16M -26,647 -100%
ACA
799
Aptus Capital Advisors
Alabama
$2K
TWM
800
Tradition Wealth Management
Minnesota
$2K +$1.62K +20 New

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.