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
TFO
401
Tarbox Family Office
California
$1.12M +$44.8K +499 +4%
EWM
402
EPG Wealth Management
Georgia
$1.12M -$13.6K -152 -1%
IFG
403
Independent Financial Group
California
$1.1M +$146K +1,629 +16%
MWM
404
Merriman Wealth Management
Washington
$1.08M
WOSD
405
WFA of San Diego
California
$1.08M -$446K -4,971 -30%
IF
406
Ironwood Financial
Arizona
$1.07M +$330K +3,683 +46%
WFA
407
Wellspring Financial Advisors
Ohio
$1.05M +$1.3M +14,453 +367%
AWA
408
Alta Wealth Advisors
Massachusetts
$1.05M -$269 -3 -0%
W
409
Wealthquest
Ohio
$1.05M -$387K -4,312 -27%
VFA
410
Voya Financial Advisors
Connecticut
$1.03M +$299K +3,333 +42%
CI
411
Cordant Inc
Oregon
$1.03M -$24.5K -273 -2%
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$1.02M +$729K +8,131 +271%
FWM
413
ForthRight Wealth Management
Georgia
$985K -$64.9K -724 -6%
Brown Advisory
414
Brown Advisory
Maryland
$984K -$49.2K -549 -5%
5L
415
55I LLC
Massachusetts
$973K +$359K +3,999 +60%
MSA
416
Marino Stram & Associates
Massachusetts
$972K
NAM
417
NorthCoast Asset Management
Connecticut
$964K -$483K -5,389 -34%
MHS
418
M Holdings Securities
Oregon
$955K +$935K +10,422 New
GL
419
Graypoint LLC
New York
$950K +$372K +4,150 +67%
WA
420
Waverly Advisors
Alabama
$946K -$35.8K -399 -4%
VCP
421
Vista Capital Partners
Oregon
$946K
FCH
422
Freestone Capital Holdings
Washington
$945K +$875K +9,757 +1,730%
MWM
423
Modera Wealth Management
New Jersey
$944K +$270K +3,015 +41%
SAA
424
Southeast Asset Advisors
Georgia
$936K -$85.8K -957 -9%
RA
425
RFG Advisory
Alabama
$914K -$120K -1,333 -12%

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.