We are live on ! Find out more
ITOT icon

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
TFA
926
Trinity Financial Advisors
Ohio
$478K +$1.68K +13 +0.4%
WCM
927
WealthBridge Capital Management
Ohio
$477K +$906 +7 +0.2%
OIA
928
Optimum Investment Advisors
Illinois
$476K +$4.27K +33 +0.9%
CANC
929
Culbertson A N & Co
Virginia
$475K
CFP
930
Comprehensive Financial Planning
Pennsylvania
$475K +$478K +3,691 New
CIAS
931
Capital Investment Advisory Services
North Carolina
$473K -$10.4K -80 -2%
AGC
932
Aspen Grove Capital
Colorado
$472K
MW
933
Marcum Wealth
Ohio
$471K
LRIA
934
Leonard Rickey Investment Advisors
Washington
$467K +$13.3K +103 +3%
FGC
935
Financial Gravity Companies
Texas
$462K +$465K +3,591 New
OFP
936
OLIO Financial Planning
Virginia
$461K +$465K +3,588 New
CWM
937
Cadence Wealth Management
Massachusetts
$461K +$100K +774 +28%
TW
938
TritonPoint Wealth
Maryland
$459K -$3.24K -25 -0.7%
WFA
939
Wellspring Financial Advisors
Ohio
$458K +$1.55K +12 +0.3%
AWP
940
Axis Wealth Partners
Rhode Island
$458K +$461K +3,560 New
EAM
941
Evanson Asset Management
California
$457K
JWCA
942
J.W. Coons Advisors
Ohio
$455K +$647 +5 +0.1%
VCP
943
Vista Capital Partners
Oregon
$454K +$64.7K +500 +17%
SC
944
Sapient Capital
Indiana
$453K +$73.7K +569 +19%
KF
945
KKM Financial
Illinois
$451K
PCA
946
Private Capital Advisors
Connecticut
$451K
BBHC
947
Brown Brothers Harriman & Co
New York
$451K
YP
948
YANKCOM Partnership
South Dakota
$450K +$453K +3,500 New
CP
949
Cornerstone Planning
North Carolina
$447K +$450K +3,475 New
WBC
950
West Branch Capital
Massachusetts
$447K +$1.81K +14 +0.4%

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.