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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
MAS
1401
MPWM Advisory Solutions
Georgia
$9.65K +$9.71K +75 New
DCM
1402
Davis Capital Management
Florida
$8.65K
DWA
1403
Dougherty Wealth Advisers
Minnesota
$8.49K
IHWM
1404
Iron Horse Wealth Management
Iowa
$8.1K
CPG
1405
Cornerstone Planning Group
New Jersey
$7.06K +$129 +1 +2%
WTFG
1406
Wood Tarver Financial Group
Idaho
$7K +$7.12K +55 New
ACA
1407
American Capital Advisory
Idaho
$7K
RJA
1408
Ross\Johnson & Associates
Minnesota
$6.3K +$6.34K +49 New
KHC
1409
Koesten Hirschmann & Crabtree
Kansas
$6.17K
LFA
1410
LGT Financial Advisors
Texas
$6.04K -$777 -6 -11%
PPA
1411
Painted Porch Advisors
California
$5.79K -$8.55K -66 -59%
WCAMG
1412
Woodard & Company Asset Management Group
North Carolina
$5.53K
WWMSC
1413
Wagner Wealth Management (South Carolina)
South Carolina
$4.12K +$4.14K +32 New
BIA
1414
Bell Investment Advisors
California
$3.99K
SFSG
1415
Sound Financial Strategies Group
Mississippi
$3.99K +$4.01K +31 New
WMS
1416
Wealth Management Strategies
Pennsylvania
$3.93K +$396K +3,056 New
HPC
1417
HM Payson & Co
Maine
$3.57K +$3.63K +28 New
RFA
1418
Register Financial Advisors
Georgia
$3.38K
WT
1419
Washington Trust
Rhode Island
$3.34K
OW
1420
Olistico Wealth
Oklahoma
$2.83K
GWMI
1421
Guardian Wealth Management (Illinois)
Illinois
$2.44K
WPA
1422
West Paces Advisors
Georgia
$2.31K
CFS
1423
CGC Financial Services
Oregon
$1.56K
BCWM
1424
Ball & Co Wealth Management
Tennessee
$1K +$1.04K +8 New
FCMT
1425
Founders Capital Management (Texas)
Texas
$682

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.