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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
MYIA
551
Mount Yale Investment Advisors
Colorado
$450K -$8.79K -98 -2%
CANC
552
Culbertson A N & Co
Virginia
$446K
PA
553
Paracle Advisors
Washington
$444K
ESB
554
Essex Savings Bank
Connecticut
$441K +$39K +435 +10%
XF
555
XML Financial
Maryland
$436K
CAG
556
Csenge Advisory Group
Florida
$433K -$86.1K -960 -17%
LJHT
557
Laurie J. Hall Trustee
$431K
FCI
558
Financial Counselors Inc
Kansas
$430K +$91.9K +1,025 +28%
BDFN
559
Bond & Devick Financial Network
Minnesota
$426K -$5.92K -66 -1%
CG
560
CFO4Life Group
Texas
$421K
MC
561
Moors & Cabot
Massachusetts
$418K +$37.8K +421 +10%
PA
562
Planning Alternatives
Michigan
$418K +$410K +4,568 New
CCM
563
Carlson Capital Management
Minnesota
$413K
FAM
564
Fenimore Asset Management
New York
$412K
GGS
565
Galvin Gaustad & Stein
Arizona
$409K -$35.9K -400 -8%
HW
566
Hancock Whitney
Mississippi
$408K
GFS
567
GYL Financial Synergies
Connecticut
$406K
IAS
568
IMA Advisory Services
Colorado
$400K -$11K -123 -3%
DWM
569
Doyle Wealth Management
Florida
$398K -$807 -9 -0.2%
EF
570
Empirical Finance
Pennsylvania
$398K
GAM
571
Geier Asset Management
Maryland
$396K +$19.8K +221 +6%
1WA
572
180 Wealth Advisors
Washington
$391K -$38.1K -425 -9%
WCFA
573
Walkner Condon Financial Advisors
Wisconsin
$391K +$132K +1,476 +53%
JWCA
574
J.W. Coons Advisors
Ohio
$390K -$24.2K -270 -6%
LWA
575
Lineweaver Wealth Advisors
Ohio
$390K -$718 -8 -0.2%

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.