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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
VBFP
501
Valtinson Bruner Financial Planning
Minnesota
$572K +$213K +2,375 +66%
ACI
502
Alpha Cubed Investments
California
$571K -$157K -1,751 -22%
Deutsche Bank
503
Deutsche Bank
Germany
$570K +$47.1K +525 +9%
CCG
504
Cypress Capital Group
Florida
$562K
PCWA
505
Pacific Capital Wealth Advisors
California
$560K -$261K -2,908 -32%
AWA
506
ARS Wealth Advisors
Florida
$557K -$37.9K -422 -6%
1IA
507
1834 Investment Advisors
Wisconsin
$557K -$12.5K -139 -2%
AWM
508
Avior Wealth Management
Nebraska
$557K +$16.9K +188 +3%
EPWM
509
Essex Private Wealth Management
Massachusetts
$556K +$5.02K +56 +0.9%
PP
510
Pegasus Partners
Wisconsin
$551K +$90.2K +1,006 +20%
T
511
TrueFG
Texas
$544K -$13K -145 -2%
CWM
512
Capital Wealth Management
Rhode Island
$544K
WP
513
WealthPLAN Partners
Nebraska
$541K +$9.51K +106 +2%
PD
514
Planning Directions
Pennsylvania
$540K -$10.4K -116 -2%
PFPT
515
Pinnacle Financial Partners (Tennessee)
Tennessee
$535K +$187K +2,088 +56%
MFA
516
McClarren Financial Advisors
Pennsylvania
$529K +$1.7K +19 +0.3%
GFP
517
Gryphon Financial Partners
Ohio
$529K +$10.9K +122 +2%
MCWS
518
McKinley Carter Wealth Services
West Virginia
$524K -$216K -2,408 -30%
CC
519
Cadinha & Co
Hawaii
$524K -$52.3K -583 -9%
WAP
520
Wealthcare Advisory Partners
Pennsylvania
$522K +$2.87K +32 +0.6%
WI
521
Wintrust Investments
Illinois
$518K +$508K +5,660 New
FHA
522
First Horizon Advisors
Tennessee
$516K +$505K +5,633 New
CM
523
Columbus Macro
Pennsylvania
$514K -$73.5K -819 -13%
MCM
524
Mengis Capital Management
Oregon
$511K +$25.3K +282 +5%
CCMD
525
Cypress Capital Management (Delaware)
Delaware
$503K

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.