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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
VWA
651
V Wealth Advisors
Kansas
$263K -$7K -78 -3%
AWM
652
Apollon Wealth Management
South Carolina
$262K -$450K -5,019 -64%
SFG
653
Summit Financial Group
West Virginia
$261K
Citigroup
654
Citigroup
New York
$257K -$4.57K -51 -2%
AWA
655
Arete Wealth Advisors
Illinois
$257K +$36.3K +405 +17%
FA
656
FC Advisory
Pennsylvania
$256K -$5.02K -56 -2%
MWM
657
McNaughton Wealth Management
California
$256K +$7.89K +88 +3%
4WM
658
4J Wealth Management
Virginia
$255K -$27.4K -306 -10%
CMO
659
Covenant Multifamily Offices
Texas
$255K +$250K +2,782 New
SIC
660
Salem Investment Counselors
North Carolina
$254K +$212K +2,369 +592%
LC
661
Lincoln Capital
Nebraska
$253K
SC
662
Schiavi & Co
Delaware
$253K +$248K +2,764 New
SIS
663
Sound Income Strategies
Florida
$240K +$128K +1,424 +119%
FANJ
664
Financial Architects (New Jersey)
New Jersey
$238K
IIM
665
InTrack Investment Management
Vermont
$238K
TI
666
Trexquant Investment
Connecticut
$238K +$233K +2,593 New
Comerica Bank
667
Comerica Bank
Texas
$236K +$220K +2,453 New
Principal Financial Group
668
Principal Financial Group
Iowa
$235K -$35.8K -399 -13%
PS
669
Portfolio Solutions
Michigan
$235K
PGFC
670
Peapack-Gladstone Financial Corp
New Jersey
$234K -$236K -2,634 -51%
CWP
671
Concord Wealth Partners
Virginia
$234K +$7.36K +82 +3%
FFG
672
Frisch Financial Group
New York
$233K -$1.34K -15 -0.6%
ECM
673
Exchange Capital Management
Michigan
$232K -$5.65K -63 -2%
BWM
674
Birchcreek Wealth Management
Ohio
$231K -$22.2K -248 -9%
AWP
675
Abacus Wealth Partners
California
$230K +$4.57K +51 +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.