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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
MWM
951
Meridian Wealth Management
Kentucky
$444K +$4.66K +36 +1%
RSF
952
Rik Saylor Financial
Ohio
$444K +$447K +3,455 New
PA
953
Pinnacle Associates
New York
$441K +$178K +1,376 +67%
FFG
954
Fortem Financial Group
California
$441K
MWC
955
MKD Wealth Coaches
Michigan
$437K +$440K +3,400 New
AT
956
Arlington Trust
Alabama
$437K
SFS
957
Security Financial Services
Indiana
$436K -$1.94K -15 -0.4%
GKWIM
958
Gerber Kawasaki Wealth & Investment Management
California
$435K +$102K +791 +31%
AA
959
AF Advisors
California
$435K +$647 +5 +0.1%
HW
960
Hancock Whitney
Mississippi
$431K -$20.7K -160 -5%
FC
961
Forte Capital
New York
$430K +$116K +899 +37%
FMTCOCP
962
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$430K +$109K +842 +34%
AAM
963
Aureus Asset Management
Massachusetts
$427K
LFA
964
Level Financial Advisors
New York
$425K +$74.5K +575 +21%
MCM
965
Mengis Capital Management
Oregon
$423K -$18.1K -140 -4%
CFGA
966
Cambridge Financial Group (Arizona)
Arizona
$422K +$388 +3 +0.1%
SL
967
Sentinus LLC
Illinois
$422K -$2.99M -23,063 -88%
VBFP
968
Valtinson Bruner Financial Planning
Minnesota
$420K -$46.6K -360 -10%
DWM
969
Denver Wealth Management
Colorado
$417K +$1.42K +11 +0.3%
CC
970
Commons Capital
Massachusetts
$414K +$417K +3,220 New
VCP
971
Verus Capital Partners
Arizona
$411K -$7.12K -55 -2%
GC
972
Grimes & Company
Massachusetts
$410K +$133K +1,028 +48%
HIGP
973
Hill Investment Group Partners
Missouri
$404K +$407K +3,140 New
CAM
974
Chesapeake Asset Management
New York
$401K +$10.1K +78 +3%
DC
975
Davenport & Co
Virginia
$399K -$3.11K -24 -0.8%

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.