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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
CWM
601
Campbell Wealth Management
Virginia
$344K +$337K +3,756 New
Charles Schwab
602
Charles Schwab
California
$339K +$332K +3,700 New
SGI
603
Summit Global Investments
Utah
$339K +$332K +3,700 New
RDFA
604
Ritter Daniher Financial Advisory
Ohio
$335K
MAS
605
Managed Account Services
Florida
$333K +$32.2K +359 +11%
CIC
606
Carnegie Investment Counsel
Ohio
$332K
RFN
607
RDA Financial Network
Iowa
$332K +$448 +5 +0.1%
CTA
608
Chesley Taft & Associates
Illinois
$328K +$17.9K +200 +6%
AW
609
Alaethes Wealth
Nevada
$327K +$321K +3,575 New
SSB
610
Sandy Spring Bank
Maryland
$326K
TCM
611
Tradewinds Capital Management
Washington
$325K
AA
612
AF Advisors
California
$323K
PCA
613
Private Capital Advisors
Connecticut
$321K
RW
614
Rede Wealth
Virginia
$319K -$39.4K -439 -11%
BFG
615
Barber Financial Group
Kansas
$317K +$4.22K +47 +1%
EWA
616
Encompass Wealth Advisors
Oregon
$316K -$1.44K -16 -0.5%
DWM
617
Denver Wealth Management
Colorado
$315K +$280K +3,120 New
SFM
618
Signet Financial Management
New Jersey
$313K +$42.3K +472 +16%
BWP
619
BSW Wealth Partners
Colorado
$312K +$305K +3,404 New
VWA
620
Visionary Wealth Advisors
Illinois
$311K +$19K +212 +7%
RFG
621
Range Financial Group
Oregon
$307K +$301K +3,351 New
ECG
622
Edge Capital Group
Georgia
$306K -$39.3K -438 -12%
WBC
623
West Branch Capital
Massachusetts
$300K +$359 +4 +0.1%
APW
624
Aurora Private Wealth
New Jersey
$299K
DAS
625
Dynamic Advisor Solutions
Arizona
$299K +$51.8K +577 +21%

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.