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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
TA
26
Tiedemann Advisors
New York
$131M +$7.03M +78,324 +6%
Macquarie Group
27
Macquarie Group
Australia
$130M -$140M -1,556,025 Closed
IOOF
28
Independent Order of Foresters
Ontario, Canada
$130M -$12.7M -141,980 -9%
RCG
29
Rock Creek Group
District of Columbia
$121M +$118M +1,316,358 New
BP
30
Ballentine Partners
Massachusetts
$119M +$1.51M +16,862 +1%
AF
31
Allworth Financial
California
$108M +$9.09M +101,314 +9%
CI
32
Cigna Investments
Connecticut
$102M +$19.4M +216,309 +24%
VA
33
Valmark Advisers
Ohio
$100M +$6.81M +75,974 +7%
CCA
34
Cobblestone Capital Advisors
New York
$91.8M +$521K +5,811 +0.6%
DPIM
35
Duff & Phelps Investment Management
Illinois
$90.2M
OBWP
36
O'Brien Wealth Partners
Massachusetts
$88.5M -$1.13M -12,602 -1%
TPWA
37
TRUE Private Wealth Advisors
Oregon
$85.1M -$1.74M -19,439 -2%
HighTower Advisors
38
HighTower Advisors
Illinois
$79.4M +$7.03M +78,326 +10%
HWA
39
Heritage Wealth Advisors
Virginia
$75.3M -$794K -8,847 -1%
LFA
40
Legacy Financial Advisors
Kentucky
$75.1M +$2.82M +31,388 +4%
BCI
41
Brinker Capital Investments
Pennsylvania
$65.8M +$60.1M +670,341 +1,407%
KFAA
42
Klaas Financial Asset Advisors
Illinois
$65.7M +$2.3M +25,670 +4%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$62.4M -$393K -4,377 -0.6%
HB
44
Homrich & Berg
Georgia
$61.8M +$106K +1,182 +0.2%
DCM
45
Disciplina Capital Management
Tennessee
$61.7M +$99.6K +1,110 +0.2%
FQ
46
First Quadrant
California
$61.3M -$2.76M -30,821 -4%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$60.9M -$3.91M -43,568 -6%
EPM
48
Elm Partners Management
Pennsylvania
$59.8M +$145K +1,617 +0.2%
BCM
49
Brookstone Capital Management
Illinois
$59.4M -$6.86M -76,451 -11%
Creative Planning
50
Creative Planning
Kansas
$57.3M +$707K +7,888 +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.