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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
CA
51
Claar Advisors
New York
$105M +$4.32M +33,524 +4%
WAG
52
Winthrop Advisory Group
Massachusetts
$99.5M +$85.6K +664 +0.1%
GWM
53
Geneos Wealth Management
Colorado
$93M +$52.1M +404,589 +113%
FWI
54
Facet Wealth Inc
Maryland
$92.6M +$37.8M +292,977 +64%
GA
55
Goldstein Advisors
Wisconsin
$92.4M -$3.52M -27,334 -3%
ZF
56
Zhang Financial
Michigan
$90.1M +$9.55M +74,121 +11%
JBA
57
Johnson Bixby & Associates
Washington
$86.1M -$16.3M -126,157 -15%
JIP
58
Jaffetilchin Investment Partners
Florida
$83.3M -$293K -2,277 -0.3%
IOOF
59
Independent Order of Foresters
Ontario, Canada
$82.1M
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$80.3M +$4.24M +32,884 +5%
AA
61
Ancora Advisors
Ohio
$79.4M +$469K +3,635 +0.6%
UWPG
62
Ullmann Wealth Partners Group
Florida
$78.5M -$423K -3,284 -0.5%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$76.4M +$4.65M +36,049 +6%
EPM
64
Elm Partners Management
Pennsylvania
$72.1M -$73.1M -567,026 -49%
US Bancorp
65
US Bancorp
Minnesota
$67M -$1.1M -8,498 -2%
Corient Private Wealth
66
Corient Private Wealth
Florida
$66.2M +$35.8M +277,708 +105%
AIM
67
Allen Investment Management
New York
$64.5M -$346K -2,687 -0.5%
HWA
68
Heritage Wealth Advisors
Virginia
$64.4M -$205K -1,594 -0.3%
TWM
69
Tanager Wealth Management
United Kingdom
$64.1M +$67.7M +525,408 New
Truist Financial
70
Truist Financial
North Carolina
$60.9M +$2.72M +21,071 +4%
MML Investors Services
71
MML Investors Services
Massachusetts
$60.7M +$144K +1,115 +0.2%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$59.8M -$2.59M -20,065 -4%
SQA
73
Simon Quick Advisors
New Jersey
$59.4M -$7.81M -60,594 -11%
William Blair & Company
74
William Blair & Company
Illinois
$58.9M +$316K +2,448 +0.5%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$56.8M -$96.3K -747 -0.2%

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.