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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
EIA
101
Eldridge Investment Advisors
New Hampshire
$42.8M +$5.17M +39,945 +14%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$42.2M -$10.1M -78,348 -19%
PFA
103
Pure Financial Advisors
California
$41.9M -$3.37M -26,032 -7%
UOMF
104
University of Maryland Foundation
Maryland
$41.6M
WCWM
105
Wooster Corthell Wealth Management
Connecticut
$41.2M -$1.28M -9,910 -3%
RWP
106
Reliant Wealth Planning
Kentucky
$39.1M -$52.7M -406,835 -57%
TPWA
107
TRUE Private Wealth Advisors
Oregon
$38.2M -$994K -7,679 -3%
NWM
108
Northwest Wealth Management
Iowa
$37.8M +$10.2M +79,144 +37%
IAA
109
Ironsides Asset Advisors
North Carolina
$37.7M -$479K -3,698 -1%
NAS
110
Nicolet Advisory Services
Wisconsin
$37.1M -$357K -2,759 -0.9%
FD
111
Financial Designs
California
$35.8M -$2.18M -16,836 -6%
TWM
112
Tolleson Wealth Management
Texas
$35.7M -$1.18M -9,109 -3%
CG
113
Caprock Group
Idaho
$35.5M +$238K +1,838 +0.7%
Jones Financial Companies
114
Jones Financial Companies
Missouri
$35.5M +$9.22M +71,190 +35%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$35M -$147K -1,139 -0.4%
VA
116
Valmark Advisers
Ohio
$35M -$531K -4,103 -1%
FF
117
Friday Financial
Iowa
$34.3M +$34.5M +266,670 New
KWA
118
Kondo Wealth Advisors
California
$34.2M +$34.5M +266,129 New
KCM
119
KM Capital Management
Texas
$33.7M +$2.39M +18,454 +8%
FWP
120
Family Wealth Partners
North Carolina
$32.8M +$5.39M +41,591 +19%
RCAG
121
Rehmann Capital Advisory Group
Michigan
$32.8M -$2.43M -18,733 -7%
Corient Private Wealth
122
Corient Private Wealth
Florida
$32M -$7.82M -60,411 -19%
APCM
123
Alaska Permanent Capital Management
Alaska
$31.6M +$2.27M +17,527 +8%
AF
124
Aviso Financial
Ontario, Canada
$30.5M +$1.71M +13,199 +6%
CI
125
Cigna Investments
Connecticut
$29.6M -$3.78M -29,200 -11%

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.