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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
FAT
801
First American Trust
California
$708K +$311K +2,402 +77%
FAG
802
Financial Architects (Georgia)
Georgia
$707K
WIA
803
Wetzel Investment Advisors
Indiana
$699K -$11.9K -92 -2%
SFGP
804
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$688K +$693K +5,352 New
JWA
805
JFS Wealth Advisors
Pennsylvania
$685K -$1.94K -15 -0.3%
CAI
806
Capital Advisors Inc
Oklahoma
$682K +$518 +4 +0.1%
MAS
807
Madden Advisory Services
Florida
$679K -$267K -2,065 -28%
SCM
808
SOL Capital Management
Maryland
$679K
LWM
809
Level Wealth Management
North Carolina
$677K +$681K +5,262 New
KWA
810
Kingswood Wealth Advisors
California
$676K +$77K +595 +13%
NIM
811
Northeast Investment Management
Massachusetts
$671K -$3.24K -25 -0.5%
FWM
812
ForthRight Wealth Management
Georgia
$669K -$85.2K -658 -11%
OWA
813
One Wealth Advisors
California
$668K -$14.4K -111 -2%
SL
814
Salomon & Ludwin
Virginia
$668K -$2.2K -17 -0.3%
RIA
815
Regal Investment Advisors
Michigan
$667K -$7.4M -57,186 -92%
1IA
816
1834 Investment Advisors
Wisconsin
$667K
TF
817
Tompkins Financial
New York
$666K +$12.9K +100 +2%
GAM
818
Gemmer Asset Management
California
$666K +$38.8K +300 +6%
CPA
819
Clear Point Advisors
New York
$665K -$69K -533 -9%
GSWM
820
Golden State Wealth Management
California
$664K +$668K +5,160 New
MSFS
821
Main Street Financial Solutions
Pennsylvania
$661K +$4.53K +35 +0.7%
AWA
822
Arete Wealth Advisors
Illinois
$660K +$43.8K +338 +7%
HIP
823
HUB Investment Partners
Texas
$658K -$69.3K -535 -9%
DAS
824
Diversify Advisory Services
Utah
$657K -$119K -921 -15%
XF
825
XML Financial
Maryland
$657K +$31.3K +242 +5%

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.