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iShares Core S&P Total US Stock Market ETF

1,427 hedge funds and large institutions have $37.9B invested in iShares Core S&P Total US Stock Market ETF in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 552 increasing their positions, 486 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $8.11M | Put options by funds: $2.25M

28% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 78

14% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 486

0.67% more ownership

Funds ownership: 60.86%61.53% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 160160 (0)

0% less funds holding

Funds holding: 1,4291,427 (-2)

33% less capital invested

Capital invested by funds: $57B → $37.9B (-$19.1B)

Holders
1,427
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
19.13%
Holding in Top 10
160
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.15%
New
100
Increased
552
Reduced
486
Closed
78
Calls
$8.11M
Puts
$2.25M
Net Calls
+$5.86M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
551
Destiny Wealth Partners
Florida
$1.8M -$218K -1,693 -10%
TWA
552
Talisman Wealth Advisors
New Jersey
$1.8M -$317K -2,461 -14%
VFA
553
Valeo Financial Advisors
Indiana
$1.79M +$9.02K +70 +0.5%
BTWM
554
Baker Tilly Wealth Management
Wisconsin
$1.77M -$97.8K -759 -5%
PWM
555
Perigon Wealth Management
California
$1.76M +$735K +5,706 +65%
FAIM
556
Financial Advocates Investment Management
Washington
$1.75M -$113K -876 -6%
DW30
557
Drucker Wealth 3.0
New Jersey
$1.75M +$205K +1,590 +13%
WCFA
558
Walkner Condon Financial Advisors
Wisconsin
$1.72M -$136K -1,059 -7%
MHR
559
Matthew Hamilton Rosenberg
$1.72M -$62.3K -483 -3%
PG
560
Patten Group
Tennessee
$1.7M -$72.3K -561 -4%
MADFP
561
Michael A Dubis Financial Planning
Wisconsin
$1.7M +$387 +3 +0%
PI
562
Parkside Investments
Illinois
$1.7M -$111K -865 -6%
IWA
563
Icon Wealth Advisors
Texas
$1.69M
CIA
564
Compass Ion Advisors
Pennsylvania
$1.69M +$99.5K +772 +6%
CWMK
565
Caliber Wealth Management (Kansas)
Kansas
$1.69M +$1.79M +13,855 New
AssetMark Inc
566
AssetMark Inc
California
$1.68M -$471K -3,651 -21%
KOMWMG
567
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.67M -$30.2K -234 -2%
BWP
568
BlueStem Wealth Partners
Minnesota
$1.66M +$32.9K +255 +2%
SWM
569
SFG Wealth Management
Maryland
$1.65M -$43.2K -335 -2%
KA
570
Klingman & Associates
New York
$1.64M -$56.6K -439 -3%
OC
571
Oppenheimer & Co
New York
$1.61M +$116K +899 +7%
SC
572
Stephenson & Company
California
$1.61M
PFA
573
Pinnacle Family Advisors
Missouri
$1.6M -$100K -777 -6%
PP
574
Prosperity Planning
Missouri
$1.59M -$560K -4,348 -25%
HIIFS
575
Harel Insurance Investments & Financial Services
Israel
$1.59M +$1.68M +13,045 New

ITOT Hedge Fund Activity: Q1 2025 in Review

1,427 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2025, worth a combined $37.9B — down 33% from $57B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ITOT positions and 78 closed out — a net gain of 22 holders — while 552 added to existing stakes and 486 trimmed.

The largest buyer was Wells Fargo, adding an estimated $426M. The largest seller was Stifel Financial, cutting an estimated $90.8M.

  • 1,427 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2025, down from 1,429 in Q4 2024.
  • Funds reported $37.9B of iShares Core S&P Total US Stock Market ETF stock for Q1 2025, down 33% quarter-over-quarter.
  • 100 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2025 and 78 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2025 was Wells Fargo, an estimated $426M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2025 was Stifel Financial, an estimated $90.8M sold.

Based on aggregated 13F filings for Q1 2025.