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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
COCM
751
Charter Oak Capital Management
New Hampshire
$781K +$24.9K +193 +3%
SDWIA
752
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$781K +$16.5K +128 +2%
VAMG
753
Voisard Asset Management Group
Michigan
$780K
SL
754
Salomon & Ludwin
Virginia
$780K +$155K +1,200 +23%
KWM
755
Kaydan Wealth Management
Michigan
$780K +$73.7K +572 +10%
OWA
756
Outlook Wealth Advisors
Texas
$779K +$46.9K +364 +6%
CPA
757
Capital Planning Advisors
California
$772K
SWA
758
Stratos Wealth Advisors
Ohio
$768K -$1.68K -13 -0.2%
AGWCA
759
Annis Gardner Whiting Capital Advisors
Florida
$768K
BL
760
Balentine LLC
Georgia
$762K
CWM
761
Centricity Wealth Management
Ohio
$757K
T
762
TrueFG
Texas
$750K +$129 +1 +0%
WTC
763
WhitTier Trust Company
Nevada
$750K
RF
764
RHS Financial
California
$748K -$200K -1,552 -20%
CIBC World Market
765
CIBC World Market
Ontario, Canada
$746K -$91.5K -710 -10%
USCWA
766
U.S. Capital Wealth Advisors
Texas
$746K -$111K -863 -12%
NJIM
767
Nabity-Jensen Investment Management
Nebraska
$743K -$5.8K -45 -0.7%
BOPW
768
Brandywine Oak Private Wealth
Pennsylvania
$736K +$60.6K +470 +8%
NSAM
769
North Star Asset Management
Wisconsin
$736K
WP
770
WealthShield Partners
North Carolina
$730K -$124K -962 -14%
HIA
771
Harbor Investment Advisory
Maryland
$726K +$7.86K +61 +1%
PMWMG
772
Parr McKnight Wealth Management Group
Minnesota
$725K +$25.3K +196 +3%
BAM
773
Belpointe Asset Management
Nevada
$723K -$18.2K -141 -2%
XF
774
XML Financial
Maryland
$723K +$106K +820 +16%
TW
775
Transform Wealth
Colorado
$721K -$47.6K -369 -6%

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.