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iShares Core S&P Total US Stock Market ETF

820 hedge funds and large institutions have $21.7B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 307 increasing their positions, 289 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

24,215% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $224K

38% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 58

13% more capital invested

Capital invested by funds: $19.2B → $21.7B (+$2.55B)

2% more funds holding in top 10

Funds holding in top 10: 121124 (+3)

2% more funds holding

Funds holding: 804820 (+16)

6% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 289

0.62% more ownership

Funds ownership: 59.36%59.98% (+0.62%)

Holders
820
Holders Change
+16
Holders Change %
+1.99%
% of All Funds
14.4%
Holding in Top 10
124
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.48%
% of All Funds
2.18%
New
80
Increased
307
Reduced
289
Closed
58
Calls
$54.5M
Puts
$224K
Net Calls
+$54.2M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
276
Bordeaux Wealth Advisors
California
$2.9M
MBT
277
Montecito Bank & Trust
California
$2.88M -$305K -3,406 -10%
HI
278
Hudock Inc
Pennsylvania
$2.86M +$9.33K +104 +0.3%
AAG
279
Avalon Advisory Group
Pennsylvania
$2.85M -$191K -2,127 -6%
PFM
280
Phillips Financial Management
Indiana
$2.85M +$123K +1,370 +5%
NFG
281
Nations Financial Group
Iowa
$2.84M +$63K +702 +2%
First Manhattan
282
First Manhattan
New York
$2.83M -$374K -4,168 -12%
WDL
283
Well Done LLC
Michigan
$2.78M +$71.8K +800 +3%
CA
284
Claar Advisors
New York
$2.75M -$89.7K -1,000 -3%
FCA
285
FinTrust Capital Advisors
South Carolina
$2.7M +$146K +1,632 +6%
RWP
286
Ridgecrest Wealth Partners
California
$2.68M +$2.63M +29,298 New
Wealth Enhancement Advisory Services
287
Wealth Enhancement Advisory Services
Minnesota
$2.67M +$628 +7 +0%
VC
288
Vicus Capital
Pennsylvania
$2.65M -$595K -6,639 -19%
PNC Financial Services Group
289
PNC Financial Services Group
Pennsylvania
$2.63M +$294K +3,282 +13%
GG
290
Gofen & Glossberg
Illinois
$2.61M +$188K +2,100 +8%
JIC
291
Johnson Investment Counsel
Ohio
$2.59M
HWM
292
Hemington Wealth Management
Virginia
$2.56M -$5.2K -58 -0.2%
GT
293
Glenview Trust
Kentucky
$2.53M +$299K +3,337 +14%
EFS
294
Essex Financial Services
Connecticut
$2.51M +$699K +7,797 +40%
AW
295
ACG Wealth
Georgia
$2.46M -$75.7K -844 -3%
SHWM
296
Silicon Hills Wealth Management
Texas
$2.41M -$15.7K -175 -0.7%
TGAM
297
TBH Global Asset Management
Tennessee
$2.34M +$19.5K +217 +0.9%
DWM
298
Dakota Wealth Management
Florida
$2.33M +$392K +4,369 +21%
MAP
299
Milestone Advisory Partners
North Carolina
$2.3M -$147K -1,635 -6%
WCM
300
Windham Capital Management
Massachusetts
$2.27M

ITOT Hedge Fund Activity: Q1 2021 in Review

820 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2021, worth a combined $21.7B — up 13% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ITOT positions and 58 closed out — a net gain of 22 holders — while 307 added to existing stakes and 289 trimmed.

The largest buyer was BlackRock, adding an estimated $656M. The largest seller was Macquarie Group, exiting entirely with an estimated $140M sold.

  • 820 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2021, up from 804 in Q4 2020.
  • Funds reported $21.7B of iShares Core S&P Total US Stock Market ETF stock for Q1 2021, up 13% quarter-over-quarter.
  • 80 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2021 and 58 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2021 was BlackRock, an estimated $656M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2021 was Macquarie Group, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2021.