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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
CGFA
576
Colton Groome Financial Advisors
North Carolina
$390K
CST
577
Charles Schwab Trust
Nevada
$387K +$374K +4,172 New
NEGWA
578
New England Guild Wealth Advisors
Connecticut
$386K
IA
579
IFG Advisory
Georgia
$382K +$112K +1,248 +43%
AAMC
580
Asset Allocation & Management Company
Illinois
$379K
LRIA
581
Leonard Rickey Investment Advisors
Washington
$378K +$1.08K +12 +0.3%
WCM
582
WealthBridge Capital Management
Ohio
$377K +$2.6K +29 +0.7%
BG
583
Benedetti & Gucer
Georgia
$377K +$369K +4,117 New
SW
584
SteelPeak Wealth
California
$376K -$15.7K -175 -4%
CCA
585
Childress Capital Advisors
Texas
$375K +$368K +4,100 New
AC
586
Apella Capital
Connecticut
$369K
HNB
587
Huntington National Bank
Ohio
$368K
LWP
588
Legacy Wealth Planning
Nevada
$367K -$22.2K -248 -6%
DIA
589
Dana Investment Advisors
Wisconsin
$366K -$17.8K -199 -5%
IFG
590
Investors Financial Group
Minnesota
$364K +$99.6K +1,110 +39%
PWM
591
Perigon Wealth Management
California
$361K -$38.2K -426 -10%
RWM
592
Ritholtz Wealth Management
New York
$361K +$57.4K +640 +19%
HIA
593
Harbor Investment Advisory
Maryland
$357K -$6.46K -72 -2%
SFSIG
594
San Francisco Sentry Investment Group
California
$357K -$4.49K -50 -1%
WPW
595
Waldron Private Wealth
Pennsylvania
$354K -$4.04K -45 -1%
BL
596
Balentine LLC
Georgia
$353K +$346K +3,856 New
MSFS
597
Main Street Financial Solutions
Pennsylvania
$352K +$2.51K +28 +0.7%
LFA
598
Lighthouse Financial Advisors
Maryland
$350K -$13.2K -147 -4%
SBH
599
Segall Bryant & Hamill
Illinois
$349K
FC
600
Forte Capital
New York
$346K +$75.7K +844 +29%

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.