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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
CTC
301
Central Trust Company
Missouri
$2.27M +$91.3K +1,018 +4%
NB
302
Northwest Bancshares
Pennsylvania
$2.25M -$87K -970 -4%
GRP
303
Global Retirement Partners
California
$2.23M +$175K +1,950 +9%
MCM
304
MAI Capital Management
Ohio
$2.22M +$241K +2,682 +12%
ABC
305
Associated Banc-Corp
Wisconsin
$2.22M +$127K +1,417 +4%
BCPWM
306
Bradley & Co Private Wealth Management
Florida
$2.21M +$2.17M +24,169 New
BAM
307
Belpointe Asset Management
Nevada
$2.2M -$431K -4,804 -17%
BFEC
308
Benjamin F. Edwards & Company
Missouri
$2.18M +$279K +3,111 +15%
VIP
309
Viewpoint Investment Partners
Alberta, Canada
$2.17M +$184K +2,050 +9%
Franklin Resources
310
Franklin Resources
California
$2.16M +$225K +2,514 +12%
QCIG
311
Quad-Cities Investment Group
Iowa
$2.15M +$43.8K +488 +2%
Bank of Montreal
312
Bank of Montreal
Ontario, Canada
$2.15M +$1.55M +17,276 +311%
ZIC
313
ZWJ Investment Counsel
Georgia
$2.14M -$175K -1,952 -8%
PAG
314
Pinnacle Advisory Group
Maryland
$2.13M +$242K +2,700 +13%
TF
315
TIAA FSB
Florida
$2.13M -$19.2K -214 -0.9%
DE
316
Day & Ennis
Georgia
$2.12M -$158K -1,767 -7%
PTB
317
Pioneer Trust Bank
Oregon
$2.08M -$40.4K -450 -2%
RIA
318
Realta Investment Advisors
Delaware
$2.07M +$257K +2,864 +14%
NA
319
NewEdge Advisors
Louisiana
$2.06M -$370K -4,128 -16%
AL
320
Aspiriant LLC
California
$2.05M -$219K -2,441 -10%
WFA
321
Wade Financial Advisory
California
$2.04M -$1.34K -15 -0.1%
CWS
322
Cypress Wealth Services
California
$2.03M -$63.7K -710 -3%
APSP
323
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.02M +$100K +1,120 +5%
HR
324
Hayden Royal
North Carolina
$2.01M -$53.4K -595 -3%
BIP
325
Blueprint Investment Partners
North Carolina
$2.01M +$1.96M +21,896 +81,096%

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.