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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
EWA
1276
EverSource Wealth Advisors
Alabama
$124K -$70.7K -546 -36%
MPWT
1277
MassMutual Private Wealth & Trust
Connecticut
$122K
MEG
1278
Millstone Evans Group
Colorado
$112K +$113K +869 New
BHWM
1279
Bay Harbor Wealth Management
Maryland
$110K -$6.09K -47 -5%
ME
1280
McIlrath & Eck
Washington
$110K -$6.09K -47 -5%
CWM
1281
Compass Wealth Management
Connecticut
$106K
YAL
1282
Your Advocates Ltd
Texas
$99.7K
SWC
1283
Spectrum Wealth Counsel
Indiana
$99.6K +$6.6K +51 +7%
SC
1284
SouthState Corp
Florida
$96.6K -$12.4K -96 -11%
LWCFA
1285
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96.4K -$23.3K -180 -20%
FPB
1286
First PREMIER Bank
South Dakota
$95K
CAS
1287
Coppell Advisory Solutions
Texas
$94.3K +$3.88K +30 +4%
HT
1288
Headlands Technologies
Illinois
$93K -$86.5K -668 -48%
FDCP
1289
Foster Dykema Cabot & Partners
Massachusetts
$92.1K +$46.5K +359 +101%
TSMHT
1290
Thurston Springer Miller Herd & Titak
Indiana
$91K +$48.2K +372 +111%
LDB
1291
Lee, Danner & Bass
Tennessee
$90K +$90.6K +700 New
OA
1292
Operose Advisors
Wisconsin
$89.8K -$12.8K -99 -12%
FDCDDQ
1293
Federation des caisses Desjardins du Quebec
Quebec, Canada
$86.8K
FFA
1294
Frazier Financial Advisors
Ohio
$84.4K +$22.9K +177 +37%
CP
1295
Castleview Partners
Texas
$82.3K
GWSG
1296
GPS Wealth Strategies Group
Colorado
$81.8K -$14K -108 -15%
TAM
1297
Townsend Asset Management
North Carolina
$80.6K
CB
1298
CNB Bank
Pennsylvania
$77.2K
RP
1299
Rice Partnership
Hawaii
$75.5K
AIP
1300
Alexis Investment Partners
Texas
$74.3K +$74.8K +578 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.