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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
CG
101
Caprock Group
Idaho
$22.4M -$73.9K -824 -0.3%
Truist Financial
102
Truist Financial
North Carolina
$21.8M +$159K +1,769 +0.7%
BBA
103
BLB&B Advisors
Pennsylvania
$21.4M -$280K -3,117 -1%
6M
104
6 Meridian
Kansas
$21.3M -$632K -7,047 -3%
ZF
105
Zhang Financial
Michigan
$20.7M +$2.23M +24,876 +12%
ASN
106
Advisory Services Network
Georgia
$20.6M -$2.55M -28,386 -11%
CCWA
107
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.4M -$2.2M -24,575 -10%
SFO
108
Stokes Family Office
Louisiana
$20.4M -$1.61M -17,958 -7%
SPC
109
Sigma Planning Corp
Michigan
$19.6M -$1.02M -11,410 -5%
CAG
110
Crestwood Advisors Group
Massachusetts
$18.3M +$835K +9,313 +5%
PWA
111
Physician Wealth Advisors
Utah
$18.3M +$133K +1,482 +0.8%
BFWA
112
Benchmark Financial Wealth Advisors
Florida
$17.8M -$195K -2,176 -1%
TWM
113
Tolleson Wealth Management
Texas
$17.6M +$496K +5,535 +3%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$17.5M +$8.29M +92,459 +93%
HA
115
HYA Advisors
Missouri
$17.5M +$1.17M +12,996 +7%
FMWA
116
Forvis Mazars Wealth Advisors
Missouri
$17.2M +$47.4K +528 +0.3%
K
117
Kemper
Illinois
$17.1M
WC
118
Whitney & Co
New York
$16.6M +$546K +6,085 +3%
LGWM
119
Litman Gregory Wealth Management
California
$16.6M -$23.3M -259,973 -59%
PFA
120
Professional Financial Advisors
Nebraska
$16.6M +$16M +177,893 +6,078%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$16.2M
KFGK
122
Keystone Financial Group (Kentucky)
Kentucky
$16M +$637K +7,099 +4%
NS
123
Newman & Schimel
Illinois
$15.6M +$2.91M +32,393 +24%
DA
124
Doliver Advisors
Texas
$15.2M +$8.63M +96,183 +138%
KWM
125
Kingsview Wealth Management
Oregon
$15.1M +$14.6M +162,374 New

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.