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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
AA
826
Armis Advisers
Georgia
$656K +$660K +5,101 New
5W
827
5T Wealth
California
$656K +$660K +5,097 New
ZI
828
ZEGA Investments
Florida
$655K +$634K +4,898 New
CCM
829
Coldstream Capital Management
Washington
$655K -$30.7K -237 -4%
MWM
830
Merriman Wealth Management
Washington
$655K -$409K -3,162 -38%
CIG
831
Cullen Investment Group
Louisiana
$644K +$6.6K +51 +1%
PCH
832
PGIM Custom Harvest
New Jersey
$636K +$45.6K +352 +8%
AWAG
833
ARS Wealth Advisors Group
Florida
$628K -$19.3K -149 -3%
TFM
834
Trademark Financial Management
Minnesota
$627K -$116K -895 -16%
PIA
835
Panoramic Investment Advisors
Colorado
$624K -$4.01K -31 -0.6%
SRCM
836
Signature Resources Capital Management
California
$621K -$12.6K -97 -2%
CCA
837
Cadent Capital Advisors
Oklahoma
$621K +$1.17K +9 +0.2%
CCM
838
Carlson Capital Management
Minnesota
$621K -$45.4K -351 -7%
MCA
839
MSH Capital Advisors
Arizona
$619K -$28.7K -222 -4%
LSL
840
Legacy Solutions LLC
Pennsylvania
$617K +$621K +4,796 New
HP
841
Hilltop Partners
Indiana
$613K +$17K +131 +3%
VCA
842
Verdence Capital Advisors
Maryland
$611K -$18.1K -140 -3%
OFP
843
OFC Financial Planning
New Jersey
$610K +$615K +4,746 New
LJHT
844
Laurie J. Hall Trustee
$605K
NRWA
845
North Ridge Wealth Advisors
Oregon
$604K -$162K -1,255 -21%
WB
846
West Bancorporation
Iowa
$604K +$53.5K +413 +10%
FWA
847
FSM Wealth Advisors
Ohio
$599K +$359K +2,774 +152%
TWM
848
Thrive Wealth Management
Pennsylvania
$596K +$3.5K +27 +0.6%
WPW
849
Waldron Private Wealth
Pennsylvania
$593K -$96.7K -747 -14%
AC
850
AWM Capital
Arizona
$593K

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.