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iShares Core S&P Total US Stock Market ETF
ITOT

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: 1,279 → 1,429 (+150)

5% more funds holding in top 10

Funds holding in top 10: 152 → 160 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$250M
2
Lido Advisors
Lido Advisors
California
+$205M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$184M
4
AC
Allstate Corporation
Illinois
+$163M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$82.5M

Top Sellers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
-$121M
2
CS
Cisco Systems
California
-$76.4M
3
RWP
Reliant Wealth Planning
Kentucky
-$52.7M
4
PCIG
Partners Capital Investment Group
Massachusetts
-$48.3M
5
Betterment LLC
Betterment LLC
New York
-$42.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
1IC
1426
1922 Investment Company
Texas
$641 +$647 +5 New
LFA
1427
Legend Financial Advisors
Pennsylvania
$386 +$388 +3 New
NS
1428
NBC Securities
Alabama
$295 -$318K -2,455 -100%
MSG
1429
Main Street Group
Virginia
$258 – – –
RWM
1430
Ruedi Wealth Management
Illinois
$127 – – –
SFS
1431
Sowell Financial Services
Arkansas
– -$16.9M -134,184 Closed
MSCM
1432
McElhenny Sheffield Capital Management
Texas
– -$10.5M -83,188 Closed
FMP
1433
Financial Management Professionals
Texas
– -$7.29M -58,024 Closed
STA
1434
Summit Trail Advisors
New York
– -$7M -55,756 Closed
TWP
1435
TFO Wealth Partners
Ohio
– -$3.92M -31,219 Closed
VCM
1436
Virtue Capital Management
Tennessee
– -$2.4M -19,125 Closed
GP
1437
Greenline Partners
New York
– -$2.27M -18,105 Closed
SGI
1438
Summit Global Investments
Utah
– -$1.96M -15,628 Closed
DC
1439
Diametric Capital
Massachusetts
– -$1.9M -15,133 Closed
EGM
1440
Engineers Gate Manager
New York
– -$1.19M -9,462 Closed
VWM
1441
VCI Wealth Management
Missouri
– -$1.18M -9,391 Closed
TI
1442
Tidal Investments
Wisconsin
– -$868K -6,913 Closed
Millennium Management
1443
Millennium Management
New York
– -$729K -5,800 Closed
WP
1444
WealthPLAN Partners
Nebraska
– -$723K -5,752 Closed
MFA
1445
McClarren Financial Advisors
Pennsylvania
– -$721 -5,739 Closed
ATS
1446
Ashton Thomas Securities
New York
– -$705K -5,615 Closed
PCM
1447
Prelude Capital Management
New York
– -$594K -4,729 Closed
PCS
1448
Personal CFO Solutions
New Jersey
– -$533K -4,247 Closed
DWM
1449
Drive Wealth Management
Utah
– -$399K -3,174 Closed
ECA
1450
Elevation Capital Advisory
Oregon
– -$369K -2,935 Closed
56 57
58
59 60

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.