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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
C
476
Certuity
Florida
$650K
SWMP
477
Signature Wealth Management Partners
New Jersey
$639K +$142K +1,579 +29%
EWA
478
EP Wealth Advisors
California
$636K +$252K +2,810 +68%
BA
479
Bellwether Advisors
Nebraska
$632K -$325K -3,628 -34%
HWA
480
HCR Wealth Advisors
California
$629K -$97.8K -1,090 -14%
GIA
481
GHP Investment Advisors
Colorado
$629K +$616K +6,869 New
KL
482
KWMG LLC
Kansas
$626K -$2.51K -28 -0.4%
SXL
483
Summit X LLC
Missouri
$622K +$4.39K +49 +0.7%
CFD
484
Creative Financial Designs
Indiana
$613K +$27.9K +311 +5%
MGIA
485
Matthew Goff Investment Advisor
Texas
$608K -$495K -5,520 -45%
PWP
486
Personal Wealth Partners
Minnesota
$607K -$116K -1,296 -16%
IFWM
487
Institute for Wealth Management
Colorado
$606K +$6.28K +70 +1%
SF
488
Synovus Financial
Georgia
$605K +$1.26K +14 +0.2%
AP
489
Advisor Partners
California
$602K -$2.96K -33 -0.5%
SWA
490
SFMG Wealth Advisors
Texas
$599K +$301K +3,352 +105%
PA
491
PFG Advisors
Arizona
$597K +$2.69K +30 +0.5%
BFC
492
Blue Fin Capital
Rhode Island
$596K +$15.2K +169 +3%
QPWM
493
Quadrant Private Wealth Management
Pennsylvania
$594K +$4.93K +55 +0.9%
SHIM
494
Stone House Investment Management
Pennsylvania
$593K
AO
495
Advisor OS
Illinois
$592K +$580K +6,465 New
BIP
496
Bouvel Investment Partners
Pennsylvania
$586K -$93.5K -1,042 -14%
YU
497
Yale University
Connecticut
$585K
MIG
498
McGuire Investment Group
Rhode Island
$584K +$5.38K +60 +0.9%
BWA
499
Burt Wealth Advisors
Maryland
$582K
MCC
500
Money Concepts Capital
Florida
$576K -$356K -3,971 -39%

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.