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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
BPA
126
Beacon Pointe Advisors
California
$29.2M +$687K +5,307 +2%
LPT
127
Legacy Private Trust
Wisconsin
$29.1M +$754K +5,827 +3%
MCM
128
Monument Capital Management
Virginia
$29.1M -$568K -4,384 -2%
ASN
129
Advisory Services Network
Georgia
$28.6M +$3.5M +27,020 +14%
NFC
130
Northeast Financial Consultants
Connecticut
$28.5M +$30.8K +238 +0.1%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$28M -$373K -2,882 -1%
PAMG
132
Patton Albertson Miller Group
Tennessee
$27.8M -$559K -4,321 -2%
CPW
133
Catalyst Private Wealth
California
$27.6M +$321K +2,482 +1%
JWM
134
JGP Wealth Management
Oregon
$27.4M +$1.37M +10,611 +5%
SWM
135
Sendero Wealth Management
Texas
$27.2M -$3.39M -26,154 -11%
MIM
136
Monashee Investment Management
Massachusetts
$27.2M
LFA
137
Legacy Financial Advisors
Kentucky
$27.1M -$723K -5,583 -3%
WC
138
Whitney & Co
New York
$26.3M +$540K +4,169 +2%
UCFA
139
United Capital Financial Advisors
Texas
$26.1M -$948K -7,319 -3%
IWC
140
Integrated Wealth Concepts
Massachusetts
$25.2M -$3.87M -29,869 -13%
BWM
141
BCGM Wealth Management
Indiana
$25M +$1.16M +8,960 +5%
NA
142
NewEdge Advisors
Louisiana
$24.9M -$460K -3,556 -2%
Empower Advisory Group
143
Empower Advisory Group
Colorado
$24.9M +$17.6K +136 +0.1%
DL
144
DOHJ LLC
Washington
$24.2M +$93K +718 +0.4%
LPP
145
Life Planning Partners
Florida
$24M -$146K -1,131 -0.6%
DW
146
Durante & Waters
New York
$23.8M +$13.7K +106 +0.1%
CG
147
Cynosure Group
Utah
$23.7M -$553K -4,273 -2%
PWP
148
Prasad Wealth Partners
Ohio
$23.6M +$23.7M +183,225 New
BFWA
149
Benchmark Financial Wealth Advisors
Florida
$23.5M -$171K -1,321 -0.7%
ASW
150
Astoria Strategic Wealth
Texas
$23.3M -$996K -7,691 -4%

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.