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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
Wells Fargo
1
Wells Fargo
California
$2.89B -$120M -1,476,677 -4%
BlackRock
2
BlackRock
New York
$2.48B +$423M +5,224,794 +22%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$1.67B -$65.9M -813,230 -4%
Betterment LLC
4
Betterment LLC
New York
$902M -$12.2M -151,121 -1%
MFRM
5
Milliman Financial Risk Management
Illinois
$730M +$90.8M +1,121,375 +15%
Morgan Stanley
6
Morgan Stanley
New York
$527M +$196M +2,424,751 +66%
Bank of America
7
Bank of America
North Carolina
$427M -$3.2M -39,565 -0.8%
AllianceBernstein
8
AllianceBernstein
Tennessee
$425M +$14M +172,486 +4%
SW
9
SVB Wealth
Massachusetts
$398M +$4.82M +59,471 +1%
Stifel Financial
10
Stifel Financial
Missouri
$397M +$48.2M +594,948 +15%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$309M +$10.3M +126,860 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$278M +$27.9M +344,348 +12%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$271M +$15.4M +190,407 +6%
PA
14
Parallel Advisors
California
$235M +$8.18M +100,997 +4%
SWM
15
SigFig Wealth Management
California
$224M +$12.8M +158,026 +6%
ST
16
Sentinel Trust
Texas
$218M -$1.55M -19,119 -0.7%
LPL Financial
17
LPL Financial
California
$211M +$19.8M +243,974 +11%
AC
18
Allstate Corporation
Illinois
$200M +$7.39M +91,270 +4%
PPA
19
Parametric Portfolio Associates
Washington
$175M +$87K +1,074 +0.1%
Ameriprise
20
Ameriprise
Minnesota
$173M +$27.8M +343,192 +21%
UBS Group
21
UBS Group
Switzerland
$150M -$3.74M -46,228 -3%
TCM
22
TD Capital Management
Tennessee
$144M +$1.96M +24,198 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$140M -$25.9M -319,368 -16%
NB
24
Norinchukin Bank
Japan
$136M
Osaic Holdings
25
Osaic Holdings
Arizona
$135M -$49.5M -611,759 -28%

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.