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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
S
526
SignatureFD
Georgia
$499K +$19.3K +215 +4%
RIG
527
Roosevelt Investment Group
New York
$493K -$238K -2,658 -33%
ANTB
528
AMG National Trust Bank
Colorado
$493K -$2.24K -25 -0.5%
CFG
529
Cooper Financial Group
California
$490K -$569K -6,344 -54%
VFIC
530
Valley Forge Investment Consultants
Pennsylvania
$490K +$480K +5,347 New
SCM
531
SOL Capital Management
Maryland
$488K
Jones Financial Companies
532
Jones Financial Companies
Missouri
$485K -$15K -167 -3%
BC
533
Bartlett & Co
Ohio
$479K -$8.97K -100 -2%
KFC
534
Klingenstein Fields & Co
New York
$479K
BCWM
535
Bartlett & Co Wealth Management
Ohio
$479K -$8.97K -100 -2%
TC
536
Telemus Capital
Michigan
$478K
PA
537
PSI Advisors
Florida
$478K +$43.2K +482 +10%
FNC
538
First National Corp
Massachusetts
$477K +$179 +2 +0%
M&T Bank
539
M&T Bank
New York
$476K -$299K -3,339 -39%
AWC
540
Abundance Wealth Counselors
Pennsylvania
$475K -$23.3K -260 -5%
FFS
541
Founders Financial Securities
Maryland
$474K
AF
542
Apexium Financial
Texas
$468K
TNA
543
True North Advisors
Texas
$467K -$49.8K -555 -10%
BFG
544
Beacon Financial Group
Texas
$467K
SC
545
Soundwatch Capital
Connecticut
$466K
SIS
546
SVB Investment Services
Utah
$465K
FP
547
Financial Perspectives
Minnesota
$464K +$3.78M +42,100 +9,814%
JWA
548
JFS Wealth Advisors
Pennsylvania
$456K +$3.05K +34 +0.7%
AssetMark Inc
549
AssetMark Inc
California
$454K +$171K +1,902 +62%
Bessemer Group
550
Bessemer Group
New Jersey
$453K +$222K +2,478 +101%

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.