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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
LA
1176
LM Advisors
California
$243K
RIA
1177
Richwood Investment Advisors
Ohio
$243K
LW
1178
Linscomb Wealth
Texas
$242K +$647 +5 +0.3%
TWCA
1179
Two West Capital Advisors
Kansas
$242K -$20.6K -159 -8%
BPW
1180
Bingham Private Wealth
California
$241K +$243K +1,875 New
LF
1181
Lantz Financial
Illinois
$240K -$83.6K -646 -26%
CFS
1182
Commonwealth Financial Services
West Virginia
$239K
RZH
1183
Relyea Zuckerberg Hanson
Connecticut
$238K +$388 +3 +0.2%
LWA
1184
Lantern Wealth Advisors
New York
$238K +$240K +1,851 New
UFA
1185
US Financial Advisors
Massachusetts
$237K -$7.77K -60 -3%
BEI
1186
Benjamin Edwards Inc
Missouri
$237K +$1.42K +11 +0.6%
SM
1187
Sensible Money
Arizona
$236K
ACM
1188
Ayrshire Capital Management
Connecticut
$236K +$777 +6 +0.3%
LWM
1189
Liberty Wealth Management
California
$234K +$647 +5 +0.3%
DWM
1190
Defined Wealth Management
Oregon
$234K
PFG
1191
Pinnacle Financial Group
Illinois
$233K +$9.58K +74 +4%
SFWA
1192
Summit Financial Wealth Advisors
Louisiana
$232K
AUB
1193
Atlantic Union Bankshares
Virginia
$232K
BA
1194
Bellwether Advisors
Nebraska
$231K -$9.97K -77 -4%
Allspring Global Investments
1195
Allspring Global Investments
North Carolina
$230K
KFI
1196
Key Financial Inc
Pennsylvania
$230K -$15.4K -119 -6%
BWM
1197
Birchcreek Wealth Management
Ohio
$229K -$6.21K -48 -3%
CF
1198
Convergence Financial
Missouri
$229K +$231K +1,784 New
PFP
1199
Paragon Financial Partners
California
$229K
TPI
1200
Trust Point Inc
Wisconsin
$229K

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.