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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
JWM
201
JGP Wealth Management
Oregon
$5.36M +$540K +6,662 +13%
GBT
202
Grove Bank & Trust
Florida
$5.26M -$8.1K -100 -0.2%
TCM
203
Towercrest Capital Management
Pennsylvania
$5.22M -$180K -2,221 -4%
NFG
204
Next Financial Group
Texas
$5.14M +$3.01M +37,132 +165%
FPW
205
Flagship Private Wealth
Massachusetts
$5.1M +$4.75M +58,704 New
CAN
206
Cetera Advisor Networks
California
$5.05M -$194K -2,398 -4%
SS
207
Simplicity Solutions
Minnesota
$4.86M -$14M -172,394 -75%
SWP
208
Stratos Wealth Partners
Ohio
$4.86M -$354K -4,369 -7%
RHBC
209
R.H. Bluestein & Co
Michigan
$4.82M +$896K +11,066 +25%
SFG
210
Sowa Financial Group
Rhode Island
$4.79M -$255K -3,152 -5%
BRWA
211
B. Riley Wealth Advisors
Florida
$4.74M -$1.99M -24,617 -31%
NL
212
NWAM LLC
Washington
$4.72M +$37.5K +463 +0.9%
CPO
213
Cerity Partners OCIO
New York
$4.71M -$2.17M -26,832 -33%
MP
214
McDonald Partners
Ohio
$4.69M +$4.4M +54,374 New
HI
215
Human Investing
Oregon
$4.63M +$214K +2,643 +5%
CPIA
216
Cornell Pochily Investment Advisors
New York
$4.57M +$142K +1,751 +3%
CQS
217
Credential Qtrade Securities
$4.55M +$562K +6,943 +15%
Legacy Financial Group (Iowa)
218
Legacy Financial Group (Iowa)
Iowa
$4.54M +$4.26M +52,653 New
CFGS
219
Concourse Financial Group Securities
Alabama
$4.46M -$157K -1,938 -4%
EWF
220
Epstein & White Financial
California
$4.44M -$141K -1,735 -3%
BHWM
221
Bar Harbor Wealth Management
New Hampshire
$4.38M
FHC
222
First Heartland Consultants
Missouri
$4.38M +$254K +3,131 +7%
GIA
223
Gladstone Institutional Advisory
Florida
$4.37M -$1.88M -23,252 -31%
LA
224
Lynch & Associates
Indiana
$4.19M -$3.81K -47 -0.1%
BCI
225
Brinker Capital Investments
Pennsylvania
$4.11M -$59M -728,907 -94%

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.