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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$18B +$328K +2,531 +2%
BlackRock
2
BlackRock
New York
$7.16B +$250M +1,933,439 +4%
Wells Fargo
3
Wells Fargo
California
$7.11B +$26.6M +205,790 +0.4%
Betterment LLC
4
Betterment LLC
New York
$1.52B -$42.5M -328,010 -3%
Morgan Stanley
5
Morgan Stanley
New York
$1.35B +$5.81M +44,845 +0.4%
Wealthfront Advisers
6
Wealthfront Advisers
California
$1.25B +$184M +1,422,765 +17%
AllianceBernstein
7
AllianceBernstein
Tennessee
$1.16B +$12.7M +97,740 +1%
Bank of America
8
Bank of America
North Carolina
$768M +$23.9M +184,602 +3%
LPL Financial
9
LPL Financial
California
$655M +$45.7M +352,978 +7%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$580M +$44.4M +342,997 +8%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$475M +$82.5M +637,476 +21%
BTI
12
Blue Trust Inc
Georgia
$474M +$8.25M +63,682 +2%
BP
13
Ballentine Partners
Massachusetts
$452M +$966K +7,461 +0.2%
SWM
14
SigFig Wealth Management
California
$449M -$2.73M -21,116 -0.6%
AOI
15
Auto-Owners Insurance
Michigan
$424M +$68.1M +525,570 +19%
PA
16
Parallel Advisors
California
$331M -$5.25M -40,564 -2%
AG
17
AlTi Global
New York
$312M -$2.21M -17,092 -0.7%
Raymond James Financial
18
Raymond James Financial
Florida
$302M +$304M +2,347,922 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$299M +$12.7M +98,147 +4%
Cerity Partners
20
Cerity Partners
New York
$277M -$3.87M -29,884 -1%
Creative Planning
21
Creative Planning
Kansas
$273M -$3.45M -26,621 -1%
Stifel Financial
22
Stifel Financial
Missouri
$269M +$24.5M +188,870 +10%
CS
23
Cisco Systems
California
$265M -$76.4M -590,000 -22%
Ameriprise
24
Ameriprise
Minnesota
$262M +$15.8M +122,120 +6%
Lido Advisors
25
Lido Advisors
California
$243M +$205M +1,583,569 +519%

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.