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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
PI
326
Parkside Investments
Illinois
$2.01M -$12.6K -140 -0.6%
MFA
327
Mayflower Financial Advisors
Massachusetts
$2M +$13.7K +153 +0.7%
KCA
328
Karn Couzens & Associates
Connecticut
$2M +$45.5K +507 +2%
OIA
329
OneDigital Investment Advisors
Kansas
$1.98M +$82.5K +920 +4%
SG
330
StoneX Group
New York
$1.98M +$688K +7,670 +55%
LI
331
LVZ Inc
Michigan
$1.96M -$537K -5,987 -22%
CPIG
332
Chicago Partners Investment Group
Illinois
$1.96M +$218K +2,431 +14%
FC
333
Ferris Capital
Massachusetts
$1.96M -$146K -1,632 -7%
GWM
334
GSB Wealth Management
Connecticut
$1.94M +$1.9M +21,221 New
JMPWA
335
JP Morgan Private Wealth Advisors
California
$1.93M -$1.17M -13,058 -38%
Cerity Partners
336
Cerity Partners
New York
$1.93M +$193K +2,154 +11%
BW
337
Bison Wealth
Georgia
$1.93M -$11.2K -125 -0.6%
FNBTCON
338
First National Bank & Trust Co of Newtown
Pennsylvania
$1.92M -$67.3K -750 -3%
US Bancorp
339
US Bancorp
Minnesota
$1.88M +$145K +1,621 +9%
VPIM
340
Vanguard Personalized Indexing Management
California
$1.88M
MWM
341
Maltin Wealth Management
New Jersey
$1.83M +$80.1K +893 +5%
NFG
342
Next Financial Group
Texas
$1.82M -$3.57M -39,749 -67%
MAG
343
MRA Advisory Group
New Jersey
$1.82M +$13.5K +151 +0.8%
IC
344
Inverness Counsel
New York
$1.82M
PP
345
Prosperity Planning
Missouri
$1.81M +$359 +4 +0%
FC
346
Financial Consulate
Maryland
$1.79M
JIC
347
Joel Isaacson & Co
New York
$1.76M
AWA
348
Arkadios Wealth Advisors
Georgia
$1.74M +$11.4K +127 +0.7%
OFG
349
Oxford Financial Group
Indiana
$1.68M
KA
350
Kovack Advisors
Florida
$1.68M -$45.7K -510 -3%

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.