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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
WT
726
Whittier Trust
California
$106K
MPWT
727
MassMutual Private Wealth & Trust
Connecticut
$98K +$2.87K +32 +3%
AWM
728
Atticus Wealth Management
Florida
$95K
EI
729
Ellevest Inc
New York
$90K -$23.4K -261 -21%
HWA
730
HHM Wealth Advisors
Tennessee
$90K +$52.6K +587 +148%
RPCA
731
Running Point Capital Advisors
California
$86K
RCM
732
Regency Capital Management
Hawaii
$84K +$82.1K +915 New
FMII
733
Farmers & Merchants Investments Inc
Nebraska
$80K
EVM
734
Eaton Vance Management
Massachusetts
$76K +$74.5K +831 New
PB
735
Pinnacle Bancorp
Nebraska
$73K +$14.7K +164 +26%
CWA
736
Clearview Wealth Advisors
Oregon
$71K
PO
737
Private Ocean
California
$70K -$78.3K -873 -53%
SCA
738
Stonebridge Capital Advisors
Minnesota
$70K +$68.3K +761 New
PCFFS
739
Pacific Center for Financial Services
California
$68K
CB
740
CNB Bank
Pennsylvania
$65K
DI
741
Disciplined Investments
Oklahoma
$61K +$33.5K +373 +125%
IWMWV
742
Ironwood Wealth Management (West Virginia)
West Virginia
$60K
Kayne Anderson Rudnick Investment Management
743
Kayne Anderson Rudnick Investment Management
California
$60K
LFG
744
Larson Financial Group
Missouri
$60K
FFA
745
Freedman Financial Associates
Massachusetts
$57K
RG
746
Retirement Group
California
$57K +$90 +1 +0.2%
HIM
747
HawsGoodwin Investment Management
Tennessee
$56K -$628 -7 -1%
AL
748
ADE LLC
Maryland
$56K
VNA
749
Valley National Advisers
Pennsylvania
$56K +$24.4K +272 +79%
CH
750
Canton Hathaway
Rhode Island
$54K

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.