We are live on ! Find out more
ITOT icon

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
FF
376
FourThought Financial
Florida
$1.33M -$69.2K -772 -5%
PG
377
Patten Group
Tennessee
$1.33M +$4.3K +48 +0.3%
IWP
378
Icon Wealth Partners
Texas
$1.3M -$90.5K -1,009 -7%
PFM
379
Peak Financial Management
Massachusetts
$1.3M -$37.6K -419 -3%
CP
380
Capital Planning
Washington
$1.29M +$271K +3,026 +27%
IRC
381
Investors Research Corp
Georgia
$1.29M +$569K +6,344 +82%
PP
382
Palladium Partners
Virginia
$1.28M +$4.49K +50 +0.4%
AA
383
Advisory Alpha
Michigan
$1.28M -$77.5K -864 -6%
MAFM
384
Mid Atlantic Financial Management
Pennsylvania
$1.28M +$54.4K +606 +5%
EW
385
Evoke Wealth
California
$1.27M +$179 +2 +0%
TPA
386
Trivium Point Advisory
Connecticut
$1.27M +$6.73K +75 +0.5%
CIBC World Market
387
CIBC World Market
Ontario, Canada
$1.27M +$136K +1,514 +12%
MWP
388
Meridian Wealth Partners
Pennsylvania
$1.26M
FCFC
389
First Commonwealth Financial Corp
Pennsylvania
$1.25M
CGA
390
Crescent Grove Advisors
Illinois
$1.23M -$205K -2,290 -15%
TW
391
Transform Wealth
Colorado
$1.23M -$178K -1,982 -13%
SC
392
Savant Capital
Illinois
$1.23M -$81.9K -913 -6%
BSW
393
Buckingham Strategic Wealth
Missouri
$1.22M -$235K -2,624 -16%
IAN
394
Integrated Advisors Network
Texas
$1.22M +$3.95K +44 +0.3%
UFA
395
US Financial Advisors
Massachusetts
$1.19M
LFF
396
Level Four Financial
Texas
$1.18M -$7.09K -79 -0.6%
CAM
397
Concorde Asset Management
Michigan
$1.18M +$1.15M +12,827 New
BWP
398
Bernardo Wealth Planning
Pennsylvania
$1.17M -$362K -4,033 -24%
CFA
399
Cahill Financial Advisors
Minnesota
$1.15M -$6.37K -71 -0.6%
GEA
400
Glen Eagle Advisors
New Jersey
$1.13M +$61.3K +683 +6%

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.