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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
CIA
426
Compass Ion Advisors
Pennsylvania
$913K +$2.87K +32 +0.3%
DWMG
427
DB Wealth Management Group
California
$904K +$295K +3,289 +50%
WWM
428
WJ Wealth Management
Arizona
$879K -$59.6K -665 -6%
CTB
429
Country Trust Bank
Illinois
$878K
RSWM
430
Robertson Stephens Wealth Management
California
$868K +$153K +1,709 +22%
CA
431
Clearstead Advisors
Ohio
$863K +$40.8K +455 +5%
LA
432
LexAurum Advisors
Kansas
$853K -$51.2K -571 -6%
VFA
433
Valeo Financial Advisors
Indiana
$853K +$90 +1 +0%
MG
434
Mather Group
Illinois
$852K +$103K +1,145 +14%
IWS
435
Insight Wealth Strategies
California
$839K -$389K -4,335 -32%
RPC
436
Rossmore Private Capital
Connecticut
$838K -$224K -2,500 -21%
AFP
437
Ausdal Financial Partners
Iowa
$816K +$270K +3,013 +51%
OC
438
Oppenheimer & Co
New York
$809K +$33.9K +378 +4%
KeyBank National Association
439
KeyBank National Association
Ohio
$799K +$270K +3,014 +53%
WCG
440
Weaver Consulting Group
California
$796K -$11.7K -130 -1%
PG
441
Proffitt & Goodson
Tennessee
$794K -$234K -2,604 -23%
KA
442
Klingman & Associates
New York
$786K +$151K +1,686 +24%
GLA
443
Good Life Advisors
Pennsylvania
$784K -$92.9K -1,036 -11%
WIA
444
World Investment Advisors
California
$784K +$6.82K +76 +0.9%
WCM
445
Windsor Capital Management
Arizona
$781K -$23K -256 -3%
SF
446
Symphony Financial
Texas
$767K +$117K +1,305 +19%
TF
447
TimeScale Financial
Massachusetts
$751K
AWE
448
Avidian Wealth Enterprises
Texas
$750K +$340K +3,794 +86%
WCWM
449
Willow Creek Wealth Management
California
$747K
CWC
450
Carolinas Wealth Consulting
North Carolina
$745K -$987 -11 -0.1%

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.