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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
BHB
126
Bank Hapoalim BM
Israel
$14.4M +$14.1M +157,100 New
SFA
127
Sequoia Financial Advisors
Ohio
$14.3M -$540K -6,024 -4%
FWI
128
Facet Wealth Inc
Maryland
$14.2M -$1.57M -17,539 -10%
TIM
129
Tortoise Investment Management
New York
$14M -$1.7K -19 -0%
AFS
130
Aft Forsyth & Sober
Florida
$13.7M +$6.85M +76,350 +104%
ISWM
131
Independent Solutions Wealth Management
New York
$13.6M -$235K -2,622 -2%
CFA
132
Capstone Financial Advisors
Illinois
$13.3M -$45.8K -511 -0.3%
SIM
133
Stratos Investment Management
Ohio
$13M +$503K +5,611 +4%
BJL
134
Brighton Jones LLC
Washington
$12.9M -$93.8K -1,046 -0.7%
GG
135
Gleason Group
Kentucky
$12.5M -$331K -3,689 -3%
APF
136
Alaska Permanent Fund
Alaska
$12.4M
MCM
137
Monument Capital Management
Virginia
$12M -$201K -2,243 -2%
IWM
138
IHT Wealth Management
Illinois
$11.9M +$3.45M +38,517 +42%
ASW
139
Astoria Strategic Wealth
Texas
$11.7M -$141K -1,569 -1%
PS
140
Planned Solutions
California
$11.6M +$11.8K +132 +0.1%
FHB
141
First Hawaiian Bank
Hawaii
$11.5M
WAAG
142
Wealth Alliance Advisory Group
Kansas
$11.4M -$125K -1,395 -1%
KOMWMG
143
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$11.4M -$135K -1,507 -1%
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
$11.4M +$1.04M +11,636 +10%
WAM
145
Weatherly Asset Management
California
$11.3M -$101K -1,122 -0.9%
ATC
146
Argent Trust Co
Tennessee
$11.3M -$914K -10,185 -8%
IWC
147
Integrated Wealth Concepts
Massachusetts
$11.2M -$124K -1,388 -1%
FFC
148
Fure Financial Corporation
Minnesota
$11M +$346K +3,862 +3%
CPW
149
Catalyst Private Wealth
California
$10.9M +$1.13M +12,554 +12%
IA
150
IFP Advisors
Florida
$10.9M -$155K -1,727 -1%

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.