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iShares Core S&P Total US Stock Market ETF

804 hedge funds and large institutions have $19.2B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 285 increasing their positions, 254 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,899% more call options, than puts

Call options by funds: $79.5M | Put options by funds: $994K

407% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 30

21% more funds holding in top 10

Funds holding in top 10: 100121 (+21)

19% more capital invested

Capital invested by funds: $16.1B → $19.2B (+$3.09B)

16% more funds holding

Funds holding: 692804 (+112)

12% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 254

0.48% more ownership

Funds ownership: 58.87%59.36% (+0.48%)

Holders
804
Holders Change
+112
Holders Change %
+16.18%
% of All Funds
14.23%
Holding in Top 10
121
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+21%
% of All Funds
2.14%
New
152
Increased
285
Reduced
254
Closed
30
Calls
$79.5M
Puts
$994K
Net Calls
+$78.5M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
126
Capstone Financial Advisors
Illinois
$12.6M -$65.8K -812 -0.6%
BJL
127
Brighton Jones LLC
Washington
$12.2M -$234K -2,891 -2%
GG
128
Gleason Group
Kentucky
$12M -$108K -1,334 -0.9%
NS
129
Newman & Schimel
Illinois
$11.9M +$11.1M +137,502 New
SIM
130
Stratos Investment Management
Ohio
$11.8M -$332K -4,105 -3%
APF
131
Alaska Permanent Fund
Alaska
$11.6M
ATC
132
Argent Trust Co
Tennessee
$11.5M -$2.44M -30,082 -18%
MCM
133
Monument Capital Management
Virginia
$11.5M -$254K -3,130 -2%
ASW
134
Astoria Strategic Wealth
Texas
$11.2M -$328K -4,044 -3%
PS
135
Planned Solutions
California
$10.9M +$379K +4,676 +4%
WAAG
136
Wealth Alliance Advisory Group
Kansas
$10.9M +$4.17M +51,528 +69%
FHB
137
First Hawaiian Bank
Hawaii
$10.9M
KOMWMG
138
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$10.8M +$706K +8,720 +7%
FM
139
Family Management
New York
$10.7M -$1.04M -12,821 -9%
WAM
140
Weatherly Asset Management
California
$10.7M +$418K +5,156 +4%
IWC
141
Integrated Wealth Concepts
Massachusetts
$10.7M -$16.6M -204,842 -62%
IA
142
IFP Advisors
Florida
$10.4M -$227K -2,797 -2%
SWA
143
Stratos Wealth Advisors
Ohio
$10.1M +$8.91M +110,001 +1,479%
AWM
144
AE Wealth Management
Kansas
$10.1M -$14.4M -178,009 -60%
FFC
145
Fure Financial Corporation
Minnesota
$9.98M +$9.37M +115,736 New
WCM
146
Wealthcare Capital Management
Virginia
$9.93M +$134K +1,652 +1%
ADL
147
Asset Dedication LLC
California
$9.88M +$624K +7,701 +7%
WA
148
WBH Advisory
Maryland
$9.85M -$155K -1,909 -2%
Koshinski Asset Management
149
Koshinski Asset Management
Illinois
$9.7M +$822K +10,147 +10%
Bank of New York Mellon
150
Bank of New York Mellon
New York
$9.56M -$2.99M -36,923 -25%

ITOT Hedge Fund Activity: Q4 2020 in Review

804 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2020, worth a combined $19.2B — up 19% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new ITOT positions and 30 closed out — a net gain of 122 holders — while 285 added to existing stakes and 254 trimmed.

The largest buyer was BlackRock, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $128M.

  • 804 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2020, up from 692 in Q3 2020.
  • Funds reported $19.2B of iShares Core S&P Total US Stock Market ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 152 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2020 and 30 closed out, a net change of +122 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2020 was BlackRock, an estimated $423M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2020 was Fidelity Investments, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2020.