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iShares Core S&P Total US Stock Market ETF

1,427 hedge funds and large institutions have $37.9B invested in iShares Core S&P Total US Stock Market ETF in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 552 increasing their positions, 486 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $8.11M | Put options by funds: $2.25M

28% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 78

14% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 486

0.67% more ownership

Funds ownership: 60.86%61.53% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 160160 (0)

0% less funds holding

Funds holding: 1,4291,427 (-2)

33% less capital invested

Capital invested by funds: $57B → $37.9B (-$19.1B)

Holders
1,427
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
19.13%
Holding in Top 10
160
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.15%
New
100
Increased
552
Reduced
486
Closed
78
Calls
$8.11M
Puts
$2.25M
Net Calls
+$5.86M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
76
O'Brien Wealth Partners
Massachusetts
$56.5M -$1.04M -8,059 -2%
JA
77
JVL Associates
Michigan
$56.3M +$370K +2,873 +0.6%
BCI
78
Brinker Capital Investments
Pennsylvania
$55.4M +$727K +5,641 +1%
OPS
79
Orion Portfolio Solutions
Nebraska
$55.4M +$727K +5,641 +1%
VFPW
80
Vantage Financial Partners (Wisconsin)
Wisconsin
$53.3M +$252K +1,958 +0.4%
SSCM
81
Spectrum Strategic Capital Management
Oregon
$52.7M -$798K -6,190 -1%
CAM
82
Cresset Asset Management
Illinois
$52.4M -$6.27M -48,629 -10%
PA
83
Pineridge Advisors
Missouri
$51.9M +$1.1M +8,536 +2%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$51.3M +$1.14M +8,879 +2%
Goldman Sachs
85
Goldman Sachs
New York
$50M +$3.19M +24,714 +6%
CAG
86
Crestwood Advisors Group
Massachusetts
$49.7M +$1.31M +10,140 +3%
FMWA
87
Forvis Mazars Wealth Advisors
Missouri
$47M -$1.24M -9,601 -2%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$46.9M +$14.3M +110,674 +40%
RCG
89
Regatta Capital Group
California
$46.2M +$682K +5,293 +1%
MWM
90
Mission Wealth Management
California
$44.7M +$707K +5,487 +2%
KAS
91
Kestra Advisory Services
Texas
$44.6M -$3.28M -25,454 -7%
SWIM
92
Smallwood Wealth Investment Management
New Jersey
$44.4M +$1.36M +10,575 +3%
PAG
93
Private Advisor Group
New Jersey
$42.4M -$1.37M -10,657 -3%
P
94
&Partners
Tennessee
$42.3M -$5.43M -42,118 -11%
BBA
95
BLB&B Advisors
Pennsylvania
$42.2M -$292K -2,264 -0.7%
SPIA
96
Strategic Point Investment Advisors
Rhode Island
$41.8M -$688K -5,336 -2%
PFA
97
Pure Financial Advisors
California
$41.1M +$1.38M +10,735 +3%
CAL
98
Capital Analysts LLC
Pennsylvania
$41M -$2.39M -18,574 -5%
TI
99
Truepoint Inc
Ohio
$40.2M -$1.11M -8,587 -3%
EIA
100
Eldridge Investment Advisors
New Hampshire
$39.8M -$767K -5,948 -2%

ITOT Hedge Fund Activity: Q1 2025 in Review

1,427 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2025, worth a combined $37.9B — down 33% from $57B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new ITOT positions and 78 closed out — a net gain of 22 holders — while 552 added to existing stakes and 486 trimmed.

The largest buyer was Wells Fargo, adding an estimated $426M. The largest seller was Stifel Financial, cutting an estimated $90.8M.

  • 1,427 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2025, down from 1,429 in Q4 2024.
  • Funds reported $37.9B of iShares Core S&P Total US Stock Market ETF stock for Q1 2025, down 33% quarter-over-quarter.
  • 100 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2025 and 78 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2025 was Wells Fargo, an estimated $426M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2025 was Stifel Financial, an estimated $90.8M sold.

Based on aggregated 13F filings for Q1 2025.