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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
LWA
851
LWS Wealth Advisors
New Jersey
-$259K -2,998 Closed
QC
852
QCM Cayman
Texas
-$253K -2,939 Closed
OPS
853
Orion Portfolio Solutions
Nebraska
-$244K -2,834 Closed
GG
854
GenWealth Group
New Jersey
-$244K -2,827 Closed
BWA
855
Beam Wealth Advisors
Louisiana
-$241K -2,792 Closed
I
856
INVST
Indiana
-$215K -2,499 Closed
FFN
857
Focus Financial Network
Minnesota
-$215K -2,496 Closed
FIG
858
FundX Investment Group
California
-$206K -2,395 Closed
NP
859
NorthRock Partners
Minnesota
-$201K -2,331 Closed
FWM
860
FSA Wealth Management
Massachusetts
-$124K -1,440 Closed
FFG
861
Fortem Financial Group
California
-$75K -875 Closed
PAI
862
Pittenger & Anderson Inc
Nebraska
-$72K -834 Closed
PWPS
863
Pinnacle Wealth Planning Services
Ohio
-$55K -642 Closed
GA
864
GoalVest Advisory
New York
-$48K -557 Closed
DSC
865
Duncker Streett & Co
Missouri
-$43K -493 Closed
KFS
866
Kelly Financial Services
Massachusetts
-$42.3K -491 Closed
SFC
867
SYM Financial Corp
Indiana
-$36K -414 Closed
LWA
868
Lenox Wealth Advisors
New York
-$32K -375 Closed
LWCFA
869
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$22K -260 Closed
LGA
870
Lebenthal Global Advisors
New York
-$19K -229 Closed
RWA
871
Ropes Wealth Advisors
Massachusetts
-$19K -215 Closed
OIM
872
Oder Investment Management
California
-$18K -213 Closed
VRM
873
Vectors Research Management
New York
-$16K -181 Closed
KCM
874
Kathmere Capital Management
Pennsylvania
-$13K -153 Closed
IA
875
Inspire Advisors
Idaho
-$12K -142 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.