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iShares Core S&P Total US Stock Market ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 100121 (+21)

19% more capital invested

Capital invested by funds: $16.1B → $19.2B (+$3.09B)

16% more funds holding

Funds holding: 692804 (+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%)

Holders
804
Holders Change
+112
Holders Change %
+16.18%
% of All Funds
14.23%
Holding in Top 10
121
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+21%
% of All Funds
2.14%
New
152
Increased
285
Reduced
254
Closed
30
Calls
$79.5M
Puts
$994K
Net Calls
+$78.5M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
A
76
AdvicePeriod
California
$31.3M +$2.48M +30,615 +9%
BWA
77
BDO Wealth Advisors
Florida
$31.1M -$647K -7,983 -2%
BPA
78
Beacon Pointe Advisors
California
$30.9M +$27.6M +341,284 +1,970%
MPW
79
MA Private Wealth
California
$30.9M +$6.92M +85,427 +31%
Mariner
80
Mariner
Kansas
$30M +$2.84M +35,024 +11%
FPGK
81
Financial Partners Group (Kansas)
Kansas
$29.3M +$1.35M +16,636 +5%
RCAG
82
Rehmann Capital Advisory Group
Michigan
$29.1M -$934K -11,535 -3%
SPIA
83
Strategic Point Investment Advisors
Rhode Island
$28.7M -$12.6K -156 -0%
CA
84
Calton & Associates
Florida
$28.4M +$11M +135,559 +70%
WCWM
85
Wooster Corthell Wealth Management
Connecticut
$28.2M +$449K +5,549 +2%
GWM
86
Geneos Wealth Management
Colorado
$27.6M +$10.3M +126,594 +72%
JA
87
JVL Associates
Michigan
$25.9M +$3.4M +42,023 +16%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$24.9M +$3.56M +43,970 +18%
TLFA
89
True Link Financial Advisors
California
$24.8M +$23.3M +287,394 New
NAS
90
Nicolet Advisory Services
Wisconsin
$23.9M +$2.41M +29,741 +12%
William Blair & Company
91
William Blair & Company
Illinois
$23.4M +$1.76M +21,693 +9%
WAG
92
Winthrop Advisory Group
Massachusetts
$23.3M +$3.83M +47,242 +21%
EIA
93
Eldridge Investment Advisors
New Hampshire
$23.2M +$694K +8,570 +3%
PAG
94
Private Advisor Group
New Jersey
$22.6M +$5.19M +64,122 +32%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$22.5M +$17.9M +220,803 +549%
DWA
96
Divergent Wealth Advisors
Utah
$22.5M -$310K -3,822 -1%
ASN
97
Advisory Services Network
Georgia
$21.8M +$1.21M +14,979 +6%
CCWA
98
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.3M -$362K -4,472 -2%
MML Investors Services
99
MML Investors Services
Massachusetts
$21.2M +$700K +8,640 +4%
CG
100
Caprock Group
Idaho
$21.2M +$3.77M +46,519 +23%

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.