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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
WAG
76
Winthrop Advisory Group
Massachusetts
$32.6M +$7.75M +86,433 +32%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$32.5M -$57.7M -643,655 -64%
A
78
AdvicePeriod
California
$32.5M -$720K -8,026 -2%
CA
79
Calton & Associates
Florida
$31.8M +$1.58M +17,573 +5%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$31.2M +$298K +3,325 +1%
Mariner
81
Mariner
Kansas
$30.8M -$1.07M -11,963 -3%
KAS
82
Kestra Advisory Services
Texas
$30.5M -$4.27M -47,553 -12%
FPGK
83
Financial Partners Group (Kansas)
Kansas
$30.3M +$213K +2,377 +0.7%
PCA
84
Personal Capital Advisors
California
$30.2M -$7.2M -80,223 -20%
SPIA
85
Strategic Point Investment Advisors
Rhode Island
$30M -$63.1K -703 -0.2%
WCWM
86
Wooster Corthell Wealth Management
Connecticut
$29.7M -$332K -3,706 -1%
MPW
87
MA Private Wealth
California
$29.3M -$3.4M -37,927 -11%
GWM
88
Geneos Wealth Management
Colorado
$29.2M +$96.8K +1,079 +0.4%
JA
89
JVL Associates
Michigan
$28.3M +$737K +8,222 +3%
BWA
90
BDO Wealth Advisors
Florida
$28.2M -$4.76M -53,122 -15%
NAS
91
Nicolet Advisory Services
Wisconsin
$27.1M +$1.65M +18,436 +7%
TLFA
92
True Link Financial Advisors
California
$25.9M -$390K -4,347 -2%
PAG
93
Private Advisor Group
New Jersey
$25.6M +$1.6M +17,820 +7%
William Blair & Company
94
William Blair & Company
Illinois
$25.5M +$663K +7,395 +3%
EIA
95
Eldridge Investment Advisors
New Hampshire
$25.2M +$493K +5,501 +2%
MML Investors Services
96
MML Investors Services
Massachusetts
$24M +$1.36M +15,120 +6%
DWA
97
Divergent Wealth Advisors
Utah
$23.8M -$43.1K -480 -0.2%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$23.6M -$258K -2,879 -1%
RPWA
99
Regent Peak Wealth Advisors
Georgia
$23.2M +$1.21M +13,477 +6%
APCM
100
Alaska Permanent Capital Management
Alaska
$22.5M +$5.47M +60,956 +33%

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.