iShares Core S&P Total US Stock Market ETF
ITOT
1,180 hedge funds and large institutions have $30B invested in iShares Core S&P Total US Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 454 increasing their positions, 363 reducing their positions, and 57 closing their positions.
530% more call options, than puts
Call options by funds: $22M | Put options by funds: $3.49M
221% more first-time investments, than exits
New positions opened: 183 | Existing positions closed: 57
25% more repeat investments, than reductions
Existing positions increased: 454 | Existing positions reduced: 363
15% more capital invested
Capital invested by funds: $26B → $30B (+$3.99B)
13% more funds holding in top 10
Funds holding in top 10: 141 → 159 (+18)
10% more funds holding
Funds holding: 1,074 → 1,180 (+106)
0.78% more ownership
Funds ownership: 60.08% → 60.86% (+0.78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$158M |
| 2 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$90.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$84.8M |
| 4 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$69.1M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$56.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$86M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$58.8M |
| 3 |
TLIC
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
-$54.4M |
| 4 |
Empower Advisory Group
Greenwood Village,
Colorado
|
-$46.6M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$46.3M |
ITOT Hedge Fund Activity: Q4 2023 in Review
1,180 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2023, worth a combined $30B — up 15% from $26B a quarter earlier.
Buyers outnumbered sellers: 183 funds opened new ITOT positions and 57 closed out — a net gain of 126 holders — while 454 added to existing stakes and 363 trimmed.
The largest buyer was BlackRock, adding an estimated $158M. The largest seller was Charles Schwab, cutting an estimated $86M.
- 1,180 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2023, up from 1,074 in Q3 2023.
- Funds reported $30B of iShares Core S&P Total US Stock Market ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 183 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2023 and 57 closed out, a net change of +126 holders.
- The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2023 was BlackRock, an estimated $158M added.
- The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2023 was Charles Schwab, an estimated $86M sold.
Based on aggregated 13F filings for Q4 2023.