We are live on ! Find out more
ITOT icon

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
SWM
151
Spire Wealth Management
Virginia
$10.9M +$10.6M +117,653 New
Jane Street
152
Jane Street
New York
$10.6M +$9.34M +104,154 +917%
OWA
153
Outlook Wealth Advisors
Texas
$10.2M +$855K +9,538 +9%
Bank of New York Mellon
154
Bank of New York Mellon
New York
$10.2M +$50.4K +562 +0.5%
WA
155
WBH Advisory
Maryland
$10.1M +$37.7K +420 +0.4%
WCM
156
Wealthcare Capital Management
Virginia
$9.89M -$642K -7,155 -6%
Luther King Capital Management (LKCM)
157
Luther King Capital Management (LKCM)
Texas
$9.49M
GT
158
Greenleaf Trust
Michigan
$9.36M -$396K -4,420 -4%
AWM
159
AE Wealth Management
Kansas
$9.24M -$1.43M -15,981 -14%
SWA
160
Stratos Wealth Advisors
Ohio
$9.02M -$1.7M -18,984 -16%
CA
161
Cetera Advisors
Colorado
$8.99M +$28.2K +314 +0.3%
FF
162
Friedenthal Financial
New Jersey
$8.84M +$386K +4,303 +5%
TFS
163
Thoroughbred Financial Services
Tennessee
$8.68M +$533K +5,942 +7%
BRC
164
BHF RG Capital
Arizona
$8.51M -$342K -3,811 -4%
RBC
165
Roble Belko & Company
Pennsylvania
$8.43M +$35.2K +393 +0.4%
NGA
166
Naples Global Advisors
Florida
$8.43M -$247K -2,750 -3%
SSW
167
Smith Shellnut Wilson
Mississippi
$8.43M -$60.1K -670 -0.7%
KPWG
168
KFA Private Wealth Group
Virginia
$8.31M +$486K +5,423 +6%
RF
169
Rollins Financial
Georgia
$8.19M +$730K +8,137 +10%
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$8.15M +$218K +2,425 +3%
RA
171
Rational Advisors
New York
$8.04M +$3.6M +40,099 +84%
SFA
172
Source Financial Advisors
New York
$7.92M +$869K +9,690 +13%
DWA
173
Dougherty Wealth Advisers
Minnesota
$7.87M -$31K -346 -0.4%
FM
174
Family Management
New York
$7.83M -$3.51M -39,175 -31%
AAS
175
Avantax Advisory Services
Texas
$7.81M +$633K +7,063 +9%

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.