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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
AW
976
Avion Wealth
Texas
$399K +$90.6K +700 +29%
ECM
977
Evergreen Capital Management
Washington
$399K -$181K -1,400 -31%
VFG
978
Victory Financial Group
Texas
$399K +$401K +3,100 New
SW
979
SkyOak Wealth
Michigan
$397K +$129K +1,000 +48%
PD
980
Planning Directions
Pennsylvania
$394K -$92.2K -712 -19%
WT
981
Whittier Trust
California
$394K +$14.8K +114 +4%
AO
982
Advisor OS
Illinois
$394K +$54.5K +421 +16%
EA
983
Efficient Advisors
Ohio
$393K -$14.2K -110 -3%
WHCFA
984
William Howard & Co Financial Advisors
Tennessee
$393K -$2.07K -16 -0.5%
LOPW
985
Live Oak Private Wealth
North Carolina
$393K -$12.9K -100 -3%
EAM
986
Everstar Asset Management
North Carolina
$393K -$777 -6 -0.2%
RSA
987
River Street Advisors
Illinois
$392K -$9.97K -77 -2%
PWP
988
Pursue Wealth Partners
California
$392K +$96.5K +745 +32%
ACI
989
Alpha Cubed Investments
California
$392K -$219K -1,692 -36%
QCM
990
QRG Capital Management
Illinois
$389K +$72.8K +562 +23%
SVWAG
991
Sound View Wealth Advisors Group
Georgia
$388K -$33.7K -260 -8%
HWA
992
Heartwood Wealth Advisors
Virginia
$386K
CCA
993
Childress Capital Advisors
Texas
$386K
ANTB
994
AMG National Trust Bank
Colorado
$386K -$54.4K -420 -12%
KCM
995
Kanawha Capital Management
Virginia
$385K
PAG
996
Poinciana Advisors Group
Florida
$383K +$385K +2,977 New
GIM
997
Goelzer Investment Management
Indiana
$382K -$30.7K -237 -7%
PA
998
Paragon Advisors
Texas
$381K +$4.27K +33 +1%
FSG
999
Financial Strategies Group
Michigan
$381K -$7.25K -56 -2%
COFSG
1000
Carbahal Olsen Financial Services Group
California
$379K +$382K +2,948 New

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.