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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
MM
451
Meridian Management
Arkansas
$742K
EA
452
Efficient Advisors
Ohio
$738K -$127K -1,414 -15%
PFS
453
Prospera Financial Services
Texas
$736K +$273K +3,042 +61%
PPP
454
Private Portfolio Partners
New Jersey
$736K +$249K +2,780 +53%
CW
455
CreativeOne Wealth
Kansas
$731K +$421K +4,694 +143%
Rockefeller Capital Management
456
Rockefeller Capital Management
New York
$726K +$152K +1,694 +27%
PWM
457
PBMares Wealth Management
Virginia
$723K -$61.9K -690 -8%
MAS
458
Madden Advisory Services
Florida
$718K +$9.15K +102 +1%
MOS
459
MGO One Seven
Ohio
$707K -$51.3K -572 -7%
FAIM
460
Financial Advocates Investment Management
Washington
$705K -$637K -7,097 -48%
CSIC
461
Clifford Swan Investment Counsel
California
$704K
DADC
462
D.A. Davidson & Co
Montana
$701K +$126K +1,409 +23%
AFWM
463
AMJ Financial Wealth Management
Virginia
$691K +$677K +7,543 New
CA
464
Claro Advisors
Massachusetts
$690K -$347K -3,870 -34%
GWM
465
Greenhouse Wealth Management
Connecticut
$690K -$78.5K -875 -10%
TFA
466
Teamwork Financial Advisors
Texas
$688K -$159K -1,777 -19%
COCM
467
Charter Oak Capital Management
New Hampshire
$688K +$1.08K +12 +0.2%
IDA
468
Intelligence Driven Advisers
California
$688K +$142K +1,587 +27%
EA
469
Elm Advisors
California
$679K -$33.2K -370 -5%
LFAS
470
Level Four Advisory Services
Texas
$676K -$133K -1,483 -17%
CRWM
471
Castle Rock Wealth Management
California
$675K +$637K +7,099 New
BCA
472
Bay Colony Advisors
Massachusetts
$668K +$71.3K +795 +12%
FHA
473
Flagship Harbor Advisors
Massachusetts
$667K +$90 +1 +0%
NPF
474
Norris Perne & French
Michigan
$662K -$30.2K -337 -4%
OIM
475
Opus Investment Management
Massachusetts
$658K +$644K +7,180 New

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.