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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
TFCP
176
Twin Focus Capital Partners
Massachusetts
$19.4M +$13.8M +106,859 +243%
NL
177
NWAM LLC
Washington
$19.2M +$123K +952 +0.6%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$19.1M +$1.15M +8,883 +6%
PS
179
Planned Solutions
California
$19.1M +$179K +1,379 +0.9%
SWA
180
Sax Wealth Advisors
New Jersey
$19M -$348K -2,684 -2%
BCM
181
Brookstone Capital Management
Illinois
$18.8M -$619K -4,782 -3%
HFS
182
Heritage Financial Services
Massachusetts
$18.6M -$838K -6,475 -4%
PWA
183
Physician Wealth Advisors
Utah
$18.6M -$1.33M -10,250 -7%
FF
184
Friedenthal Financial
New Jersey
$18.4M -$219K -1,694 -1%
HPBT
185
Hickory Point Bank & Trust
Illinois
$18.4M +$18.5M +142,950 New
CWA
186
Canvas Wealth Advisors
Kansas
$18.1M +$744K +5,743 +4%
IA
187
Integrity Alliance
Iowa
$18.1M +$18.2M +140,662 New
MI
188
Moneywise Inc
Virginia
$18M +$958K +7,396 +6%
TIM
189
Tortoise Investment Management
New York
$17.5M -$1.25M -9,686 -7%
EFS
190
Essex Financial Services
Connecticut
$17.4M +$1.41M +10,875 +9%
BFG
191
Beacon Financial Group
Texas
$17.3M +$492K +3,798 +3%
CCWA
192
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.2M -$1.7M -13,107 -9%
RWIA
193
Roger Wittlin Investment Advisory
California
$17M +$5.24M +40,488 +44%
Comerica Bank
194
Comerica Bank
Texas
$16.9M +$491K +3,792 +3%
KWM
195
Kingsview Wealth Management
Oregon
$16.9M -$121M -934,204 -88%
TCM
196
TruNorth Capital Management
Michigan
$16.8M -$204K -1,578 -1%
PCM
197
Peirce Capital Management
Texas
$16.8M +$637K +4,922 +4%
Two Sigma Investments
198
Two Sigma Investments
New York
$16.5M +$16.7M +128,600 New
OPWM
199
Oakwell Private Wealth Management
Texas
$16.3M -$72.4K -559 -0.4%
SCP
200
Stevens Capital Partners
Nebraska
$16M +$72.6K +561 +0.5%

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.