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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
HC
351
Hamilton Capital
Ohio
$1.61M
JWCA
352
J.W. Cole Advisors
Florida
$1.57M +$62K +691 +4%
LWP
353
Laurel Wealth Planning
Minnesota
$1.55M -$154K -1,719 -9%
DWP
354
Destiny Wealth Partners
Florida
$1.55M -$22.9K -255 -1%
BFA
355
Beacon Financial Advisory
Ohio
$1.49M +$31.6K +352 +2%
SAM
356
Satovsky Asset Management
New York
$1.47M +$5.11K +57 +0.4%
NCM
357
Northwest Capital Management
Oregon
$1.47M -$109K -1,212 -7%
HIP
358
HUB Investment Partners
Texas
$1.46M +$1.43M +15,957 New
JF
359
JSF Financial
California
$1.45M -$39K -435 -3%
RJT
360
Raymond James Trust
Florida
$1.44M -$242K -2,700 -15%
AIP
361
Almanack Investment Partners
Pennsylvania
$1.43M +$108K +1,200 +8%
TP
362
Tranquility Partners
Tennessee
$1.43M +$9.96K +111 +0.7%
SFS
363
Sowell Financial Services
Arkansas
$1.42M +$133K +1,485 +11%
SIC
364
Samalin Investment Counsel
New York
$1.42M +$258K +2,871 +23%
TVAMP
365
Tennessee Valley Asset Management Partners
Tennessee
$1.41M -$436K -4,866 -24%
AI
366
Accredited Investors
Minnesota
$1.4M -$78.2K -872 -5%
GPA
367
Guidance Point Advisors
Massachusetts
$1.4M +$90 +1 +0%
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$1.39M -$293K -3,272 -18%
CA
369
Centerpoint Advisors
Massachusetts
$1.38M +$83.8K +934 +7%
EW
370
Emerson Wealth
Michigan
$1.37M -$81.1K -904 -6%
AIC
371
Archer Investment Corporation
Indiana
$1.37M +$78.8K +878 +6%
SFG
372
StrategIQ Financial Group
Indiana
$1.35M -$86.2K -961 -6%
WS
373
Wedbush Securities
California
$1.34M +$516K +5,758 +65%
V
374
Veritable
Delaware
$1.34M +$15.7K +175 +1%
PIMG
375
Patriot Investment Management Group
Tennessee
$1.34M +$1.05M +11,673 +398%

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.