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iShares Core S&P Total US Stock Market ETF

804 hedge funds and large institutions have $19.2B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 285 increasing their positions, 254 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,899% more call options, than puts

Call options by funds: $79.5M | Put options by funds: $994K

407% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 30

21% more funds holding in top 10

Funds holding in top 10: 100121 (+21)

19% more capital invested

Capital invested by funds: $16.1B → $19.2B (+$3.09B)

16% more funds holding

Funds holding: 692804 (+112)

12% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 254

0.48% more ownership

Funds ownership: 58.87%59.36% (+0.48%)

Holders
804
Holders Change
+112
Holders Change %
+16.18%
% of All Funds
14.23%
Holding in Top 10
121
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+21%
% of All Funds
2.14%
New
152
Increased
285
Reduced
254
Closed
30
Calls
$79.5M
Puts
$994K
Net Calls
+$78.5M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
101
Stokes Family Office
Louisiana
$20.8M +$686K +8,468 +4%
RPWA
102
Regent Peak Wealth Advisors
Georgia
$20.6M -$1.1M -13,528 -5%
6M
103
6 Meridian
Kansas
$20.6M +$19.4M +239,214 New
Truist Financial
104
Truist Financial
North Carolina
$20.4M -$242K -2,993 -1%
BBA
105
BLB&B Advisors
Pennsylvania
$20.4M +$2.17M +26,739 +13%
SPC
106
Sigma Planning Corp
Michigan
$19.4M -$357K -4,407 -2%
PWA
107
Physician Wealth Advisors
Utah
$17.6M +$659K +8,135 +4%
ZF
108
Zhang Financial
Michigan
$17.2M -$159K -1,965 -1%
BFWA
109
Benchmark Financial Wealth Advisors
Florida
$16.9M +$747K +9,224 +5%
CAG
110
Crestwood Advisors Group
Massachusetts
$16.4M +$466K +5,748 +3%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$16.2M
TWM
112
Tolleson Wealth Management
Texas
$16.1M +$1.2M +14,806 +9%
FMWA
113
Forvis Mazars Wealth Advisors
Missouri
$16.1M -$592K -7,303 -4%
K
114
Kemper
Illinois
$16.1M
APCM
115
Alaska Permanent Capital Management
Alaska
$15.9M +$2.02K +25 +0%
WC
116
Whitney & Co
New York
$15.6M -$542K -6,691 -4%
RIA
117
Regal Investment Advisors
Michigan
$15.4M +$14.4M +178,248 New
HA
118
HYA Advisors
Missouri
$15.3M +$613K +7,574 +4%
FWI
119
Facet Wealth Inc
Maryland
$14.9M +$14M +172,484 New
Luther King Capital Management (LKCM)
120
Luther King Capital Management (LKCM)
Texas
$14.5M
KFGK
121
Keystone Financial Group (Kentucky)
Kentucky
$14.4M +$658K +8,124 +5%
SFA
122
Sequoia Financial Advisors
Ohio
$14M -$235K -2,906 -2%
SWM
123
Sugarloaf Wealth Management
Georgia
$13.8M +$847K +10,457 +7%
TIM
124
Tortoise Investment Management
New York
$13.2M -$196K -2,415 -2%
ISWM
125
Independent Solutions Wealth Management
New York
$13M +$557K +6,872 +5%

ITOT Hedge Fund Activity: Q4 2020 in Review

804 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2020, worth a combined $19.2B — up 19% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new ITOT positions and 30 closed out — a net gain of 122 holders — while 285 added to existing stakes and 254 trimmed.

The largest buyer was BlackRock, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $128M.

  • 804 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2020, up from 692 in Q3 2020.
  • Funds reported $19.2B of iShares Core S&P Total US Stock Market ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 152 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2020 and 30 closed out, a net change of +122 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2020 was BlackRock, an estimated $423M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2020 was Fidelity Investments, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2020.