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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
LBD
626
Landsberg Bennett & Dubbaneh
Florida
$299K +$51.8K +577 +22%
FMW
627
Farr Miller & Washington
District of Columbia
$298K +$4.75K +53 +2%
NB
628
Nicolet Bankshares
Wisconsin
$295K +$289K +3,218 New
CTA
629
Colonial Trust Advisors
South Carolina
$294K +$288K +3,206 New
EL
630
EQ LLC
Washington
$293K
PAS
631
Park Avenue Securities
New York
$293K +$286K +3,194 New
BTWM
632
Baker Tilly Wealth Management
Wisconsin
$292K
DC
633
Derby & Company
Massachusetts
$292K
SFWA
634
Summit Financial Wealth Advisors
Louisiana
$289K -$77.9K -869 -21%
LF
635
Lantz Financial
Illinois
$287K
RC
636
RegentAtlantic Capital
New Jersey
$287K
SBSB
637
Sullivan, Bruyette, Speros & Blaney
Virginia
$286K +$280K +3,126 New
EA
638
Ellsworth Advisors
Ohio
$285K -$6.28K -70 -2%
KM
639
Kalos Management
Georgia
$285K +$270K +3,005 New
EBSAM
640
Eubel Brady & Suttman Asset Management
Ohio
$284K +$278K +3,100 New
AUB
641
Atlantic Union Bankshares
Virginia
$284K +$278K +3,105 New
GWAG
642
Garrett Wealth Advisory Group
Texas
$282K -$16.4K -183 -6%
GPA
643
Garrison Point Advisors
California
$280K
BF
644
BOK Financial
Oklahoma
$278K -$29.1K -324 -10%
EP
645
Eudaimonia Partners
Tennessee
$277K +$538 +6 +0.2%
PA
646
Procyon Advisors
Connecticut
$277K +$4.84K +54 +2%
DWA
647
Douglass Winthrop Advisors
New York
$275K
CIAS
648
Capital Investment Advisory Services
North Carolina
$270K -$100K -1,119 -27%
MWPCG
649
Measured Wealth Private Client Group
New Hampshire
$267K
GSWM
650
Golden State Wealth Management
California
$266K -$17.4K -194 -6%

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.