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iShares Core S&P Total US Stock Market ETF
ITOT

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: 1,279 → 1,429 (+150)

5% more funds holding in top 10

Funds holding in top 10: 152 → 160 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$250M
2
Lido Advisors
Lido Advisors
California
+$205M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$184M
4
AC
Allstate Corporation
Illinois
+$163M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$82.5M

Top Sellers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
-$121M
2
CS
Cisco Systems
California
-$76.4M
3
RWP
Reliant Wealth Planning
Kentucky
-$52.7M
4
PCIG
Partners Capital Investment Group
Massachusetts
-$48.3M
5
Betterment LLC
Betterment LLC
New York
-$42.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
1101
Tidemark
California
$296K – – –
CWM
1102
Cranbrook Wealth Management
Michigan
$295K +$10.1K +78 +4%
SFA
1103
Semmax Financial Advisors
North Carolina
$294K – – –
CCM
1104
Crew Capital Management
Ohio
$293K – – –
CAM
1105
Creekmur Asset Management
Illinois
$292K -$120K -929 -29%
EFA
1106
Evernest Financial Advisors
Indiana
$292K – – –
OPCM
1107
Osborne Partners Capital Management
California
$290K – – –
RWM
1108
RKL Wealth Management
Pennsylvania
$290K +$129 +1 +0%
HWP
1109
Hibernia Wealth Partners
Louisiana
$289K -$236K -1,821 -45%
1SB
1110
1ST Source Bank
Indiana
$288K – – –
RMAM
1111
Raab & Moskowitz Asset Management
New Jersey
$288K +$42.7K +330 +17%
DF
1112
Dunhill Financial
United Kingdom
$288K +$208K +1,608 +255%
PFW
1113
Petros Family Wealth
Minnesota
$288K +$290K +2,238 New
NA
1114
Nottingham Advisors
New York
$288K -$6.86K -53 -2%
MIAS
1115
Mason Investment Advisory Services
Virginia
$288K – – –
FA
1116
FC Advisory
Pennsylvania
$287K +$6.99K +54 +2%
GWS
1117
Glassman Wealth Services
Virginia
$287K – – –
4WM
1118
4J Wealth Management
Virginia
$286K – – –
BHBT
1119
Burke & Herbert Bank & Trust
Virginia
$286K – – –
OAM
1120
Occidental Asset Management
California
$284K -$14.1K -109 -5%
SI
1121
Stonekeep Investments
New Mexico
$282K – – –
MA
1122
MJP Associates
Connecticut
$281K +$54.5K +421 +24%
LJAC
1123
L.J. Altfest & Co
New York
$281K +$1.04K +8 +0.4%
Fisher Asset Management
1124
Fisher Asset Management
Washington
$281K +$283K +2,183 New
BFG
1125
Bleakley Financial Group
New Jersey
$281K +$17K +131 +6%
43 44
45
46 47

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.