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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
OBWP
76
O'Brien Wealth Partners
Massachusetts
$60.6M -$193K -1,487 -0.3%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$60M +$6.5M +50,214 +12%
JA
78
JVL Associates
Michigan
$59M +$937K +7,233 +2%
BCI
79
Brinker Capital Investments
Pennsylvania
$57.7M -$1.05M -8,098 -2%
OPS
80
Orion Portfolio Solutions
Nebraska
$57.7M -$1.05M -8,098 -2%
EH
81
Equitable Holdings
New York
$56.9M -$396K -3,058 -0.7%
SSCM
82
Spectrum Strategic Capital Management
Oregon
$56.3M -$1.12M -8,667 -2%
VFPW
83
Vantage Financial Partners (Wisconsin)
Wisconsin
$56M +$1.14M +8,816 +2%
PA
84
Pineridge Advisors
Missouri
$53.6M +$17.5M +134,830 +48%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$52.9M -$6.79M -52,429 -11%
CAG
86
Crestwood Advisors Group
Massachusetts
$51.1M +$2.39M +18,494 +5%
FMWA
87
Forvis Mazars Wealth Advisors
Missouri
$50.8M -$510K -3,941 -1%
P
88
&Partners
Tennessee
$50.7M +$25.8M +199,345 +103%
KAS
89
Kestra Advisory Services
Texas
$50.3M +$2.67M +20,654 +6%
Goldman Sachs
90
Goldman Sachs
New York
$49.5M +$27.8M +214,646 +126%
RCG
91
Regatta Capital Group
California
$48M +$1.29M +9,936 +3%
MWM
92
Mission Wealth Management
California
$46.4M -$825K -6,370 -2%
PAG
93
Private Advisor Group
New Jersey
$46M -$4.96M -38,333 -10%
GWM
94
Geneos Wealth Management
Colorado
$45.9M -$816K -6,305 -2%
CAL
95
Capital Analysts LLC
Pennsylvania
$45.6M -$718K -5,543 -2%
SWIM
96
Smallwood Wealth Investment Management
New Jersey
$45.4M -$257K -1,985 -0.6%
BBA
97
BLB&B Advisors
Pennsylvania
$44.7M -$151K -1,164 -0.3%
SPIA
98
Strategic Point Investment Advisors
Rhode Island
$44.7M -$61K -471 -0.1%
Kovitz Investment Group Partners
99
Kovitz Investment Group Partners
Illinois
$44.6M +$317K +2,446 +0.7%
TI
100
Truepoint Inc
Ohio
$43.5M -$675K -5,211 -2%

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.