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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
CI
801
CX Institutional
Indiana
$12K
MPCG
802
Matrix Private Capital Group
New York
$12K +$11.5K +128 New
APWA
803
Atlas Private Wealth Advisors
New Jersey
$11K
CB
804
Community Bank
New York
$11K
NFSG
805
Newbridge Financial Services Group
Florida
$11K
GTAM
806
Global Trust Asset Management
Florida
$10K -$807 -9 -7%
FRA
807
Front Row Advisors
California
$10K +$1.34K +15 +15%
GWSG
808
GPS Wealth Strategies Group
Colorado
$10K +$9.96K +111 New
TRCT
809
Tower Research Capital (TRC)
New York
$9K -$2.93M -32,631 -100%
TAM
810
Tucker Asset Management
Colorado
$8.7K +$7.36K +82 +631%
WLPWM
811
Walled Lake Planning & Wealth Management
Illinois
$7K +$2.87K +32 +73%
QCG
812
Quadrant Capital Group
Ohio
$7K +$3.23K +36 +86%
PWC
813
PYA Waltman Capital
Tennessee
$7K +$7K +78 New
KFI
814
Key Financial Inc
Pennsylvania
$6K
AIA
815
Arcadia Investment Advisors
Idaho
$5.22K
AWG
816
Altus Wealth Group
Colorado
$5K
LF
817
Lee Financial
Texas
$5K +$4.49K +50 New
BWP
818
Baldwin Wealth Partners
Massachusetts
$5K +$5.29K +59 New
ACA
819
Aptus Capital Advisors
Alabama
$3K
HDIM
820
Hanson & Doremus Investment Management
Vermont
$2K +$2.42K +27 New
CIA
821
Cascade Investment Advisors
Oregon
$1.83K
OIA
822
Optimum Investment Advisors
Illinois
$1K +$269 +3 +60%
WIM
823
Westside Investment Management
California
$673 +$179 +2 +0%
BBHC
824
Brown Brothers Harriman & Co
New York
$183 +$179K +2,000 New
RIA
825
Regal Investment Advisors
Michigan
-$15.4M -178,248 Closed

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.