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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
SIS
1251
Sound Income Strategies
Florida
$187K -$7.64K -59 -4%
RPCA
1252
Running Point Capital Advisors
California
$183K
RLIM
1253
Red Lighthouse Investment Management
New York
$179K
IBOK
1254
Independence Bank of Kentucky
Kentucky
$171K
ATC
1255
Adirondack Trust Company
New York
$169K
FWM
1256
FSA Wealth Management
Massachusetts
$166K -$25.6K -198 -13%
PB
1257
Pinnacle Bancorp
Nebraska
$163K
SFC
1258
SYM Financial Corp
Indiana
$162K -$18.1K -140 -10%
KIM
1259
Kestra Investment Management
Texas
$162K +$163K +1,256 New
LI
1260
LRI Investments
Florida
$161K
RPA
1261
Redwood Park Advisors
California
$153K +$154K +1,189 New
WFA
1262
West Financial Advisors
Iowa
$151K
EF
1263
Empowered Funds
Pennsylvania
$150K +$151K +1,168 New
CFFP
1264
Center for Financial Planning
Michigan
$149K +$150K +1,160 New
CAC
1265
Core Alternative Capital
Georgia
$148K -$12.9K -100 -8%
DRP
1266
Decker Retirement Planning
Utah
$145K +$146K +1,126 New
PCM
1267
Perritt Capital Management
Illinois
$144K +$518 +4 +0.4%
LWANC
1268
Laurel Wealth Advisors (North Carolina)
North Carolina
$139K -$36.3K -280 -21%
AEPWM
1269
Atlantic Edge Private Wealth Management
Florida
$139K
FP
1270
Financial Perspectives
Minnesota
$135K +$259 +2 +0.2%
EB
1271
Eastern Bank
Massachusetts
$133K +$40.5K +313 +44%
PCTC
1272
Perkins Coie Trust Company
Washington
$131K
PAI
1273
Pittenger & Anderson Inc
Nebraska
$129K
NSIM
1274
North Star Investment Management
Illinois
$128K
PCFFS
1275
Pacific Center for Financial Services
California
$127K

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.