iShares Core S&P Total US Stock Market ETF
ITOT
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.
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: 100 → 121 (+21)
19% more capital invested
Capital invested by funds: $16.1B → $19.2B (+$3.09B)
16% more funds holding
Funds holding: 692 → 804 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$423M |
| 2 |
Morgan Stanley
New York
|
+$196M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$126M |
| 4 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$90.8M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$48.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$128M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$120M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$65.9M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$59M |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$49.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VHAM
826
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$241K | -3,199 | Closed |
|
|
WQ
827
Wealth Quarterback
Toms River,
New Jersey
| – | -$218K | -3,137 | Closed |
|
|
CFS
828
CRA Financial Services
Northfield,
New Jersey
| – | -$209K | -2,765 | Closed |
|
829
Charles Schwab
San Francisco,
California
| – | -$208K | -2,750 | Closed |
|
830
Simplex Trading
Chicago,
Illinois
| – | -$139K | -1,850 | Closed |
|
|
BWM
831
BNC Wealth Management
Beaverton,
Oregon
| – | -$135K | -1,785 | Closed |
|
|
CHA
832
Carmichael Hill & Associates
Gaithersburg,
Maryland
| – | -$6K | -81 | Closed |
|
|
TC
833
Truvestments Capital
Sarasota,
Florida
| – | -$6K | -80 | Closed |
|
|
DAC
834
Dividend Assets Capital
Ridgeland,
South Carolina
| – | -$4K | -58 | Closed |
|
|
PWMG
835
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$1K | -17 | Closed |
|
|
OIA
836
Optimum Investment Advisors
Chicago,
Illinois
| – | +$324 | +4 | +400% |
|
|
FCMT
837
Founders Capital Management (Texas)
Houston,
Texas
| – | +$405 | +5 | 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.