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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
HIG
1201
Heritage Investment Group
Florida
$228K
CB
1202
Centennial Bank
Arkansas
$228K +$230K +1,773 New
PP
1203
Patten & Patten
Tennessee
$228K
GI
1204
Gradient Investments
Minnesota
$227K +$7.64K +59 +3%
GSC
1205
G&S Capital
Colorado
$227K
MBFW
1206
Morton Brown Family Wealth
Pennsylvania
$226K +$227K +1,751 +43,775%
WMP
1207
Wealth Management Partners
Arizona
$225K
Q1WB
1208
Quest 10 Wealth Builders
Virginia
$224K +$225K +1,739 New
LL
1209
LPWM LLC
Minnesota
$222K -$259 -2 -0.1%
BW
1210
BostonPremier Wealth
Massachusetts
$221K +$222K +1,718 New
BWFA
1211
Baltimore-Washington Financial Advisors
Maryland
$220K +$222K +1,711 New
WFP
1212
Wrenne Financial Planning
Kentucky
$220K
RFG
1213
Range Financial Group
Oregon
$220K +$10.7K +83 +5%
NCMW
1214
Northern Capital Management (Washington)
Washington
$218K
LIM
1215
Leavell Investment Management
Alabama
$218K
JGIA
1216
Jackson Grant Investment Advisers
Connecticut
$218K +$388 +3 +0.2%
SC
1217
Scratch Capital
Idaho
$217K +$218K +1,686 New
PWM
1218
Power Wealth Management
Georgia
$216K +$218K +1,682 New
MIM
1219
Marco Investment Management
Georgia
$215K +$216K +1,669 New
SAM
1220
Silvercrest Asset Management
New York
$214K
SSWG
1221
Seven Springs Wealth Group
Tennessee
$214K
AWM
1222
Accel Wealth Management
Iowa
$213K
RS
1223
Retirement Solution
Washington
$212K +$777 +6 +0.4%
ES
1224
ETF Store
Kansas
$212K +$777 +6 +0.4%
EFG
1225
Elm3 Financial Group
Georgia
$212K +$213K +1,646 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.