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iShares Core S&P Total US Stock Market ETF

860 hedge funds and large institutions have $24.3B invested in iShares Core S&P Total US Stock Market ETF in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 352 increasing their positions, 271 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

289,867% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $6K

132% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 37

30% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 271

12% more capital invested

Capital invested by funds: $21.7B → $24.3B (+$2.55B)

5% more funds holding

Funds holding: 820860 (+40)

0.67% more ownership

Funds ownership: 59.98%60.65% (+0.67%)

3% less funds holding in top 10

Funds holding in top 10: 124120 (-4)

Holders
860
Holders Change
+40
Holders Change %
+4.88%
% of All Funds
14.97%
Holding in Top 10
120
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.23%
% of All Funds
2.09%
New
86
Increased
352
Reduced
271
Closed
37
Calls
$17.4M
Puts
$6K
Net Calls
+$17.4M
Net Calls Change
-$36.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
76
Legacy Private Trust
Wisconsin
$38.7M +$905K +9,406 +2%
CAM
77
Cresset Asset Management
Illinois
$35.8M -$254K -2,638 -0.7%
Mariner
78
Mariner
Kansas
$35.8M +$2.46M +25,529 +8%
EH
79
Equitable Holdings
New York
$34.3M -$1.92M -19,959 -5%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$34.2M +$595K +6,186 +2%
FPGK
81
Financial Partners Group (Kansas)
Kansas
$34M +$1.27M +13,194 +4%
A
82
AdvicePeriod
California
$34M -$1.02M -10,650 -3%
CA
83
Calton & Associates
Florida
$33.4M -$853K -8,865 -3%
SPIA
84
Strategic Point Investment Advisors
Rhode Island
$32.4M +$47K +489 +0.1%
WCWM
85
Wooster Corthell Wealth Management
Connecticut
$32.2M +$245K +2,543 +0.8%
KAS
86
Kestra Advisory Services
Texas
$32.1M -$769K -7,994 -2%
MPW
87
MA Private Wealth
California
$31.9M +$290K +3,015 +0.9%
JA
88
JVL Associates
Michigan
$30.7M +$147K +1,525 +0.5%
MIAN
89
Mariner Independent Advisor Network
Kansas
$30.3M -$26.8M -278,752 -48%
GWM
90
Geneos Wealth Management
Colorado
$30M -$234K -2,432 -0.8%
NAS
91
Nicolet Advisory Services
Wisconsin
$29.9M +$698K +7,255 +2%
BWA
92
BDO Wealth Advisors
Florida
$29.3M -$1.08M -11,263 -4%
BCA
93
Berman Capital Advisors
Georgia
$29.2M +$28.4M +295,528 +134,944%
TLFA
94
True Link Financial Advisors
California
$28.5M +$532K +5,530 +2%
ASN
95
Advisory Services Network
Georgia
$28.2M +$5.86M +60,977 +27%
William Blair & Company
96
William Blair & Company
Illinois
$28.1M +$597K +6,203 +2%
PAG
97
Private Advisor Group
New Jersey
$28M +$353K +3,674 +1%
RPWA
98
Regent Peak Wealth Advisors
Georgia
$27.7M +$2.21M +23,016 +9%
EIA
99
Eldridge Investment Advisors
New Hampshire
$27.3M +$148K +1,544 +0.6%
DWA
100
Divergent Wealth Advisors
Utah
$25.9M +$201K +2,090 +0.8%

ITOT Hedge Fund Activity: Q2 2021 in Review

860 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2021, worth a combined $24.3B — up 12% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new ITOT positions and 37 closed out — a net gain of 49 holders — while 352 added to existing stakes and 271 trimmed.

The largest buyer was BlackRock, adding an estimated $219M. The largest seller was Allstate Corporation, cutting an estimated $59.3M.

  • 860 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2021, up from 820 in Q1 2021.
  • Funds reported $24.3B of iShares Core S&P Total US Stock Market ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 86 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2021 and 37 closed out, a net change of +49 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2021 was BlackRock, an estimated $219M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2021 was Allstate Corporation, an estimated $59.3M sold.

Based on aggregated 13F filings for Q2 2021.