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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
DWM
801
Defined Wealth Management
Oregon
$2K +$2.19K +27 New
CIA
802
Cascade Investment Advisors
Oregon
$1.72K
TAM
803
Tucker Asset Management
Colorado
$1.12K +$1.05K +13 New
WIM
804
Westside Investment Management
California
$633 +$243 +3 +0%
WOSD
805
WFA of San Diego
California
$86 -$99.7K -1,231 -7%
CCFM
806
Clear Creek Financial Management
Washington
-$49.9M -661,079 Closed
AIM
807
Astor Investment Management
Illinois
-$39.5M -523,460 Closed
GM
808
GeoWealth Management
Illinois
-$5.69M -75,430 Closed
SIA
809
Strategic Investment Advisors
Michigan
-$4.13M -54,659 Closed
CNC
810
Canandaigua National Corp
New York
-$3.58M -47,402 Closed
CC
811
Copperleaf Capital
North Carolina
-$3.49M -46,289 Closed
TI
812
Trexquant Investment
Connecticut
-$3.26M -43,151 Closed
AI
813
Atria Investments
North Carolina
-$2.62M -34,718 Closed
ECA
814
Elevated Capital Advisors
Utah
-$1.89M -23,503 Closed
PP
815
Paloma Partners
Connecticut
-$1.35M -17,931 Closed
BHWM
816
Bay Harbor Wealth Management
Maryland
-$833K -11,030 Closed
KM
817
Kalos Management
Georgia
-$850K -10,532 Closed
CS
818
Credit Suisse
Switzerland
-$602K -7,971 Closed
LAS
819
Lloyd Advisory Services
Georgia
-$579K -7,665 Closed
PFGIA
820
Patriot Financial Group Insurance Agency
Massachusetts
-$382K -5,055 Closed
TC
821
TownSquare Capital
Utah
-$304K -4,007 Closed
HPC
822
Hobart Private Capital
North Carolina
-$277K -3,675 Closed
VAS
823
Vestmark Advisory Solutions
Massachusetts
-$277K -3,668 Closed
Comerica Bank
824
Comerica Bank
Texas
-$276K -3,525 Closed
DWM
825
Darwin Wealth Management
Florida
-$255K -3,387 Closed

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.