We are live on ! Find out more
ITOT icon

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
LWM
751
Liberty Wealth Management
California
$53K
IWP
752
IAG Wealth Partners
Wisconsin
$48K -$13.1K -146 -22%
SWM
753
Selective Wealth Management
Virginia
$48K
VBCG
754
Valley Brook Capital Group
Pennsylvania
$47K
MWM
755
Mascoma Wealth Management
New Hampshire
$47K +$46.5K +518 New
SC
756
Sierra Capital
Florida
$46K +$45.2K +504 New
TCOV
757
Trust Company of Vermont
Vermont
$44K -$1.7K -19 -4%
PK
758
Pflug Koory
Nebraska
$44K
FA
759
Financial Advantage
Maryland
$44K +$44K +491 New
PCTC
760
Perkins Coie Trust Company
Washington
$40K
M
761
MOTCO
Texas
$36K -$17.4K -194 -33%
YAL
762
Your Advocates Ltd
Texas
$36K -$3.59K -40 -9%
TWA
763
TCI Wealth Advisors
Arizona
$35K
HS
764
Horan Securities
United States
$34K
LS
765
Leelyn Smith
Illinois
$34K +$90 +1 +0.3%
OCM
766
Orion Capital Management
California
$34K +$11.9K +133 +56%
WWM
767
Wolff Wiese Magana
California
$33K +$7K +78 +27%
CA
768
Crewe Advisors
Utah
$33K +$32.5K +362 New
SFA
769
Stewardship Financial Advisors
Georgia
$31K -$38.4K -428 -56%
AIA
770
Armor Investment Advisors
North Carolina
$31K -$27K -301 -47%
GT
771
Glenmede Trust
Pennsylvania
$30K
GLLW
772
Graves Light Lenhart Wealth
Virginia
$30K
GIA
773
Goodwin Investment Advisory
Georgia
$29K
IFAM
774
Institutional & Family Asset Management
Colorado
$29K +$1.44K +16 +5%
AWA
775
Artemis Wealth Advisors
New York
$27.4K

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.