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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
CCM
776
Cribstone Capital Management
Maine
$25K +$24.4K +272 New
RIM
777
Rockbridge Investment Management
New York
$24K
SBL
778
Sargent Bickham Lagudis
Colorado
$24K
Barclays
779
Barclays
United Kingdom
$24K +$23.4K +261 New
RP
780
Rice Partnership
Hawaii
$22K +$21.5K +240 New
PGAM
781
Princeton Global Asset Management
New Jersey
$21K
CFB
782
Cullen/Frost Bankers
Texas
$20K -$26K -290 -57%
GI
783
Gradient Investments
Minnesota
$20K -$19.2K -214 -49%
BCA
784
Berman Capital Advisors
Georgia
$20K
RWG
785
Regal Wealth Group
California
$20K
JWM
786
Janiczek Wealth Management
Colorado
$20K +$19.1K +213 New
LDFR
787
Lehman & Derafelo Financial Resources
Pennsylvania
$19K
EIP
788
Ellis Investment Partners
Pennsylvania
$18K +$1.26K +14 +8%
ME
789
McIlrath & Eck
Washington
$17K
MA
790
MCF Advisors
Kentucky
$16K
JAWM
791
J. Arnold Wealth Management
Ohio
$15K
LWA
792
Lowe Wealth Advisors
Maryland
$15K
CAC
793
Certified Advisory Corp
Florida
$15K +$14.3K +159 New
KTC
794
Kistler-Tiffany Companies
Pennsylvania
$14K
RF
795
Robbins Farley
New Hampshire
$14K +$13.4K +149 New
IPW
796
IronBridge Private Wealth
Texas
$14K +$14.2K +158 New
APC
797
Aspire Private Capital
North Carolina
$13K
SWM
798
Sugarloaf Wealth Management
Georgia
$12.7K -$14.4M -160,473 -100%
RMC
799
Resources Management Corp
Connecticut
$12K -$11.2K -125 -49%
BWM
800
BerganKDV Wealth Management
Minnesota
$12K

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.