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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
BPA
126
Beacon Pointe Advisors
California
$27.9M +$220K +1,704 +0.8%
DL
127
DOHJ LLC
Washington
$27.3M +$4.59M +35,620 +19%
JWM
128
JGP Wealth Management
Oregon
$26.6M +$617K +4,785 +2%
CPW
129
Catalyst Private Wealth
California
$26.1M -$59.7K -463 -0.2%
ASN
130
Advisory Services Network
Georgia
$25.9M -$1.32M -10,211 -5%
SWM
131
Sendero Wealth Management
Texas
$25.9M +$79.3K +615 +0.3%
MIM
132
Monashee Investment Management
Massachusetts
$25.8M
GAG
133
GM Advisory Group
New York
$25.5M +$13.2M +102,643 +97%
PAMG
134
Patton Albertson Miller Group
Tennessee
$25.3M -$1.09M -8,481 -4%
IWC
135
Integrated Wealth Concepts
Massachusetts
$25.2M +$1.34M +10,403 +5%
WC
136
Whitney & Co
New York
$25M +$70.5K +547 +0.3%
LFA
137
Legacy Financial Advisors
Kentucky
$24.9M -$893K -6,929 -3%
BMWS
138
Brady Martz Wealth Solutions
North Dakota
$24.7M +$4.91M +38,132 +23%
Macquarie Group
139
Macquarie Group
Australia
$23.9M -$78.8M -611,424 -76%
CWM
140
Cherrydale Wealth Management
New Jersey
$23.8M +$1.83M +14,199 +8%
PWP
141
Prasad Wealth Partners
Ohio
$23.8M +$1.5M +11,646 +6%
NA
142
NewEdge Advisors
Louisiana
$23.6M -$81.2K -630 -0.3%
EFA
143
Edge Financial Advisors
Illinois
$23.4M +$24.7M +191,962 New
LPP
144
Life Planning Partners
Florida
$22.7M -$22.9K -178 -0.1%
DW
145
Durante & Waters
New York
$22.6M +$50.7K +393 +0.2%
ASW
146
Astoria Strategic Wealth
Texas
$22.5M +$410K +3,178 +2%
UCFA
147
United Capital Financial Advisors
Texas
$22.3M -$2.65M -20,551 -10%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$22.2M -$5.04M -39,121 -18%
SIMC
149
Squire Investment Management Company
Utah
$22.2M +$966K +7,493 +4%
VA
150
Vident Advisory
Georgia
$22.1M +$660K +5,117 +3%

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.