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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
MWM
701
Marietta Wealth Management
Georgia
$204K +$199K +2,222 New
AIC
702
Ameritas Investment Company
Nebraska
$204K -$434K -4,842 -69%
CFS
703
CRA Financial Services
New Jersey
$203K +$199K +2,215 New
LNB
704
Ledyard National Bank
$201K -$124K -1,379 -39%
SFA
705
Semmax Financial Advisors
North Carolina
$201K -$20.6K -230 -9%
CWM
706
Cranbrook Wealth Management
Michigan
$195K -$2.96K -33 -2%
IAIM
707
International Assets Investment Management
Florida
$186K
TFS
708
TrustCore Financial Services
Tennessee
$181K
JCM
709
Jacobi Capital Management
Pennsylvania
$177K +$106K +1,187 +159%
CF
710
Centaurus Financial
California
$176K
Toronto Dominion Bank
711
Toronto Dominion Bank
Ontario, Canada
$173K -$126K -1,410 -43%
SMG
712
Spectrum Management Group
Indiana
$172K -$858K -9,565 -84%
AF
713
Advisornet Financial
Minnesota
$170K -$8.43K -94 -5%
IBOK
714
Independence Bank of Kentucky
Kentucky
$167K
BWL
715
Bogart Wealth LLC
Virginia
$157K +$153K +1,710 New
BAMG
716
Brand Asset Management Group
Missouri
$156K +$37.2K +415 +32%
FCM
717
Firestone Capital Management
Florida
$149K -$55.3K -617 -27%
GFPC
718
Global Financial Private Client
Florida
$139K
HWMA
719
Heritage Wealth Management (Arizona)
Arizona
$136K +$134K +1,489 New
GAM
720
Gemmer Asset Management
California
$134K -$1.08K -12 -0.8%
FMTCOCP
721
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$132K +$129K +1,437 New
FDCDDQ
722
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K +$42.3K +472 +53%
CMBA
723
C.M. Bidwell & Associates
Hawaii
$120K
CICI
724
Capital Investment Counsel Inc
North Carolina
$115K
FP
725
Fiduciary Planning
Florida
$108K -$5.92K -66 -5%

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.