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iShares Core S&P Total US Stock Market ETF
ITOT

1,224 hedge funds and large institutions have $32.6B invested in iShares Core S&P Total US Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 452 increasing their positions, 438 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,415% more call options, than puts

Call options by funds: $60.3M | Put options by funds: $3.98M

121% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 53

4% more funds holding

Funds holding: 1,178 → 1,224 (+46)

1% more funds holding in top 10

Funds holding in top 10: 158 → 160 (+2)

5% more capital invested

Capital invested by funds: $31.1B → $32.6B (+$1.43B)

3% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 438

3.02% less ownership

Funds ownership: 63.08% → 60.06% (-3%)

Holders
1,224
Holders Change
+46
Holders Change %
+3.9%
% of All Funds
17.63%
Holding in Top 10
160
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.27%
% of All Funds
2.3%
New
117
Increased
452
Reduced
438
Closed
53
Calls
$60.3M
Puts
$3.98M
Net Calls
+$56.3M
Net Calls Change
+$37.8M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$179M
2
LPL Financial
LPL Financial
California
+$88.5M
3
BSW
Buckingham Strategic Wealth
Missouri
+$66M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$56.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$51.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$220M
3
Empower Advisory Group
Empower Advisory Group
Colorado
-$216M
4
WCP
Wick Capital Partners
Pennsylvania
-$80.7M
5
Charles Schwab
Charles Schwab
California
-$78.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
876
AF Advisors
California
$403K – – –
MCM
877
Mengis Capital Management
Oregon
$402K – – –
LRIA
878
Leonard Rickey Investment Advisors
Washington
$401K +$7.13K +65 +2%
WBC
879
West Branch Capital
Massachusetts
$398K +$44.2K +403 +13%
FFN
880
Focus Financial Network
Minnesota
$396K – – –
ANBT
881
American National Bank & Trust
Texas
$393K – – –
CC
882
Cadinha & Co
Hawaii
$393K – – –
ANTB
883
AMG National Trust Bank
Colorado
$390K – – –
LPAM
884
Lodestar Private Asset Management
California
$388K +$55.5K +506 +18%
BWM
885
BNC Wealth Management
Oregon
$387K – – –
BFA
886
Beacon Financial Advisory
Ohio
$386K +$11.5K +105 +3%
Tudor Investment Corp
887
Tudor Investment Corp
Connecticut
$384K +$365K +3,329 New
MWM
888
Meridian Wealth Management
Kentucky
$382K +$658 +6 +0.2%
FFA
889
Fragasso Financial Advisors
Pennsylvania
$381K +$548 +5 +0.2%
OIA
890
Optimum Investment Advisors
Illinois
$378K +$2.41K +22 +0.7%
CFGA
891
Cambridge Financial Group (Arizona)
Arizona
$378K +$329 +3 +0.1%
VCP
892
Verus Capital Partners
Arizona
$375K – – –
DWM
893
Denver Wealth Management
Colorado
$370K +$877 +8 +0.2%
FA
894
FC Advisory
Pennsylvania
$364K +$877 +8 +0.3%
LOPW
895
Live Oak Private Wealth
North Carolina
$364K +$49.1K +448 +17%
WHCFA
896
William Howard & Co Financial Advisors
Tennessee
$361K +$343K +3,131 New
SRWM
897
Shira Ridge Wealth Management
California
$358K – – –
CFS
898
CRA Financial Services
New Jersey
$356K +$1.1K +10 +0.3%
RSA
899
River Street Advisors
Illinois
$352K +$15.9K +145 +5%
BA
900
Bristlecone Advisors
Washington
$350K – – –
34 35
36
37 38

ITOT Hedge Fund Activity: Q1 2024 in Review

1,224 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2024, worth a combined $32.6B — up 4.6% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ITOT positions and 53 closed out — a net gain of 64 holders — while 452 added to existing stakes and 438 trimmed.

The largest buyer was BlackRock, adding an estimated $179M. The largest seller was Morgan Stanley, cutting an estimated $1.19B.

  • 1,224 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2024, up from 1,178 in Q4 2023.
  • Funds reported $32.6B of iShares Core S&P Total US Stock Market ETF stock for Q1 2024, up 4.6% quarter-over-quarter.
  • 117 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2024 and 53 closed out, a net change of +64 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2024 was BlackRock, an estimated $179M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.19B sold.

Based on aggregated 13F filings for Q1 2024.