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iShares Core S&P Total US Stock Market ETF

1,427 hedge funds and large institutions have $37.9B invested in iShares Core S&P Total US Stock Market ETF in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 552 increasing their positions, 486 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $8.11M | Put options by funds: $2.25M

28% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 78

14% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 486

0.67% more ownership

Funds ownership: 60.86%61.53% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 160160 (0)

0% less funds holding

Funds holding: 1,4291,427 (-2)

33% less capital invested

Capital invested by funds: $57B → $37.9B (-$19.1B)

Holders
1,427
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
19.13%
Holding in Top 10
160
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.15%
New
100
Increased
552
Reduced
486
Closed
78
Calls
$8.11M
Puts
$2.25M
Net Calls
+$5.86M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
WAL
701
W Advisors LLC
Tennessee
$962K +$260K +2,017 +34%
RWM
702
Riverbend Wealth Management
South Carolina
$959K +$11.2K +87 +1%
CSIC
703
Clifford Swan Investment Counsel
California
$959K
WCWM
704
Willow Creek Wealth Management
California
$953K
AWP
705
Avid Wealth Partners
Texas
$949K +$690K +5,352 +221%
HNB
706
Huntington National Bank
Ohio
$920K
LKBC
707
L.K. Benson & Company
Maryland
$920K +$22K +171 +2%
SFS
708
Sowell Financial Services
Arkansas
$918K +$970K +7,526 New
WCM
709
Windsor Capital Management
Arizona
$908K -$516 -4 -0.1%
PPWP
710
Premier Path Wealth Partners
New Jersey
$903K +$8.25K +64 +0.9%
RWM
711
Rolek Wealth Management
Pennsylvania
$903K +$995K +7,717 New
PWM
712
PBMares Wealth Management
Virginia
$902K -$30.9K -240 -3%
CIBC Private Wealth Group
713
CIBC Private Wealth Group
Georgia
$899K +$26.4K +205 +3%
PCWA
714
Pacific Capital Wealth Advisors
California
$897K
SWA
715
SFMG Wealth Advisors
Texas
$895K +$7.22K +56 +0.8%
PMFA
716
Plante Moran Financial Advisors
Michigan
$894K +$36.2K +281 +4%
KWS
717
Keystone Wealth Services
California
$894K -$24.4K -189 -3%
CCT
718
Capital City Trust
Florida
$875K -$90.2K -700 -9%
CWC
719
Carolinas Wealth Consulting
North Carolina
$872K -$9.15K -71 -1%
CWMA
720
Capstone Wealth Management (Alabama)
Alabama
$871K +$387 +3 +0%
FAI
721
Fiduciary Advisors Inc
Missouri
$868K +$156K +1,209 +20%
AP
722
Atwood & Palmer
Missouri
$864K
OWM
723
Orgel Wealth Management
Wisconsin
$862K
WPW
724
Watershed Private Wealth
Illinois
$855K -$387 -3 -0%
VPP
725
Vertex Planning Partners
Illinois
$849K -$29.5K -229 -3%

ITOT Hedge Fund Activity: Q1 2025 in Review

1,427 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2025, worth a combined $37.9B — down 33% from $57B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ITOT positions and 78 closed out — a net gain of 22 holders — while 552 added to existing stakes and 486 trimmed.

The largest buyer was Wells Fargo, adding an estimated $426M. The largest seller was Stifel Financial, cutting an estimated $90.8M.

  • 1,427 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2025, down from 1,429 in Q4 2024.
  • Funds reported $37.9B of iShares Core S&P Total US Stock Market ETF stock for Q1 2025, down 33% quarter-over-quarter.
  • 100 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2025 and 78 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2025 was Wells Fargo, an estimated $426M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2025 was Stifel Financial, an estimated $90.8M sold.

Based on aggregated 13F filings for Q1 2025.