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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
CPW
151
Catalyst Private Wealth
California
$9.2M +$1.12M +13,771 +15%
GT
152
Greenleaf Trust
Michigan
$9.19M -$265K -3,273 -3%
Goldman Sachs
153
Goldman Sachs
New York
$9.08M +$3.09M +38,140 +57%
OWA
154
Outlook Wealth Advisors
Texas
$8.8M -$2.44M -30,112 -23%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$8.53M +$612K +7,552 +8%
CA
156
Cetera Advisors
Colorado
$8.43M +$580K +7,164 +8%
BRC
157
BHF RG Capital
Arizona
$8.35M +$5.26K +65 +0.1%
GPWA
158
Great Point Wealth Advisors
Massachusetts
$8.26M -$80.9K -999 -1%
PCG
159
Private Capital Group
Connecticut
$8.2M -$493K -6,086 -6%
NGA
160
Naples Global Advisors
Florida
$8.17M -$430K -5,315 -5%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$8.04M +$207K +2,561 +3%
SSW
162
Smith Shellnut Wilson
Mississippi
$7.99M +$1.7M +20,957 +29%
FF
163
Friedenthal Financial
New Jersey
$7.91M +$2.57M +31,735 +53%
RBC
164
Roble Belko & Company
Pennsylvania
$7.9M -$205K -2,534 -3%
IWM
165
IHT Wealth Management
Illinois
$7.85M -$311K -3,834 -4%
TFS
166
Thoroughbred Financial Services
Tennessee
$7.66M +$522K +6,449 +8%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$7.46M -$39.7K -490 -0.6%
DWA
168
Dougherty Wealth Advisers
Minnesota
$7.44M +$6.09M +75,192 +678%
CG
169
Colony Group
Massachusetts
$7.4M -$37.9K -468 -0.5%
KPWG
170
KFA Private Wealth Group
Virginia
$7.35M +$189K +2,334 +3%
HCA
171
Heck Capital Advisors
Wisconsin
$7.3M -$482K -5,951 -7%
SS
172
Sunbelt Securities
Texas
$7.22M +$397K +4,905 +6%
RF
173
Rollins Financial
Georgia
$7.01M +$6.59M +81,308 New
BBHBI
174
B, B, H, & B Inc
Alabama
$6.86M +$6.44M +79,515 New
AAS
175
Avantax Advisory Services
Texas
$6.76M -$4.31M -53,191 -40%

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.