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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
EWM
51
Executive Wealth Management
Michigan
$56.3M -$8.26M -92,082 -13%
PCIA
52
Prime Capital Investment Advisors
Kansas
$55.5M -$1.51M -16,844 -3%
JIP
53
Jaffetilchin Investment Partners
Florida
$54.3M -$7.63M -85,116 -13%
RWP
54
Reliant Wealth Planning
Kentucky
$54M +$660K +7,357 +1%
MIAN
55
Mariner Independent Advisor Network
Kansas
$53.6M +$3.16M +35,224 +6%
UWPG
56
Ullmann Wealth Partners Group
Florida
$52.6M +$2.43M +27,091 +5%
JBA
57
Johnson Bixby & Associates
Washington
$52.3M +$1.73M +19,256 +3%
EK
58
Evensky & Katz
Florida
$50.3M +$11.6M +129,734 +31%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$50M +$2.17M +24,187 +5%
RJA
60
Raymond James & Associates
Florida
$46.9M +$2.98M +33,224 +7%
MWM
61
Mission Wealth Management
California
$46.6M -$2.3M -25,603 -5%
UCFA
62
United Capital Financial Advisors
Texas
$46.3M -$1.13M -12,651 -2%
IAA
63
Ironsides Asset Advisors
North Carolina
$43.8M +$4.72M +52,570 +12%
PFO
64
Pathstone Family Office
New Jersey
$42.8M +$6.08M +67,830 +17%
TI
65
Truepoint Inc
Ohio
$42M -$355K -3,958 -0.9%
AA
66
Ancora Advisors
Ohio
$41.7M +$667K +7,435 +2%
BPA
67
Beacon Pointe Advisors
California
$41M +$7.94M +88,476 +25%
PAMG
68
Patton Albertson Miller Group
Tennessee
$40.6M -$89K -992 -0.2%
CAL
69
Capital Analysts LLC
Pennsylvania
$39M -$10.9M -121,628 -22%
PFA
70
Pure Financial Advisors
California
$38.7M -$462K -5,150 -1%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$38.1M +$11.4M +126,939 +44%
PCIG
72
Partners Capital Investment Group
Massachusetts
$36.9M +$36.2M +403,093 New
LPT
73
Legacy Private Trust
Wisconsin
$35.1M -$1.06M -11,789 -3%
EH
74
Equitable Holdings
New York
$33.6M -$731K -8,153 -2%
CAM
75
Cresset Asset Management
Illinois
$33.5M -$281K -3,137 -0.9%

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.