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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
TIA
676
Traphagen Investment Advisors
New Jersey
$228K -$13.8K -154 -6%
TCM
677
Tandem Capital Management
New Jersey
$228K +$13.5K +150 +6%
NA
678
Nottingham Advisors
New York
$225K -$26.5K -295 -11%
Neuberger Berman Group
679
Neuberger Berman Group
New York
$225K +$220K +2,457 New
FFA
680
Founders Financial Alliance
North Carolina
$224K -$13.2K -147 -6%
ECM
681
Evergreen Capital Management
Washington
$224K
TYCC
682
Texas Yale Capital Corp
Florida
$224K
RMAM
683
Raab & Moskowitz Asset Management
New Jersey
$221K -$33.5K -374 -13%
CIBC Private Wealth Group
684
CIBC Private Wealth Group
Georgia
$221K -$16.3K -182 -7%
SAM
685
Smithbridge Asset Management
Pennsylvania
$220K
FFA
686
Fragasso Financial Advisors
Pennsylvania
$216K +$359 +4 +0.2%
MSS
687
Mitchell Sinkler & Starr
Pennsylvania
$215K
PJSIMP
688
P.J. Schmidt Investment Management (PJS)
Wisconsin
$215K +$199K +2,215 New
BWM
689
BCS Wealth Management
Tennessee
$213K
SIC
690
Sigma Investment Counselors
Michigan
$211K +$207K +2,305 New
LDB
691
Lee, Danner & Bass
Tennessee
$211K +$207K +2,308 New
FI
692
FormulaFolio Investments
Michigan
$210K -$48.3M -538,999 -100%
NC
693
NovaPoint Capital
Georgia
$210K +$205K +2,289 New
TC
694
Tacita Capital
Ontario, Canada
$209K
OPCM
695
Osborne Partners Capital Management
California
$207K +$203K +2,258 New
RFA
696
Reilly Financial Advisors
California
$206K
FMN
697
Financial Management Network
California
$206K +$191K +2,134 New
BFO
698
Boston Family Office
Massachusetts
$206K +$202K +2,250 New
OC
699
Oakworth Capital
Alabama
$205K
CL
700
CIM LLC
New York
$204K +$191K +2,134 New

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.