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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
FPGK
151
Financial Partners Group (Kansas)
Kansas
$21.9M -$107K -834 -0.5%
MCM
152
MontVue Capital Management
Virginia
$21.5M +$48.1K +373 +0.2%
HCA
153
Heck Capital Advisors
Wisconsin
$21.1M -$229K -1,780 -1%
GVAG
154
Great Valley Advisor Group
Delaware
$20.6M -$1.35M -10,495 -6%
DWA
155
Delap Wealth Advisory
Oregon
$20.6M -$1.27M -9,861 -6%
QCM
156
Quantinno Capital Management
New York
$20.5M +$8.46M +65,655 +64%
TFCP
157
Twin Focus Capital Partners
Massachusetts
$20.4M +$2.1M +16,322 +11%
NFC
158
Northeast Financial Consultants
Connecticut
$20.3M -$7.15M -55,498 -25%
Bank of New York Mellon
159
Bank of New York Mellon
New York
$20M -$1.8M -13,928 -8%
AWA
160
Aletheian Wealth Advisors
Washington
$19.8M -$1.82M -14,136 -8%
SFO
161
Stokes Family Office
Louisiana
$19.8M +$48.7K +378 +0.2%
CFA
162
Capstone Financial Advisors
Illinois
$19.7M -$191K -1,479 -0.9%
Empower Advisory Group
163
Empower Advisory Group
Colorado
$19.7M -$4.1M -31,823 -16%
Northern Trust
164
Northern Trust
Illinois
$19.5M -$233K -1,804 -1%
TFS
165
Thoroughbred Financial Services
Tennessee
$19.4M -$492K -3,821 -2%
IA
166
IFP Advisors
Florida
$19.4M -$529K -4,101 -3%
SM
167
Sweeney & Michel
California
$19.4M +$23.1M +179,018 New
PCM
168
Peirce Capital Management
Texas
$19.3M +$3.62M +28,058 +22%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$19.3M +$1.27M +9,818 +7%
NL
170
NWAM LLC
Washington
$19.2M +$1.03M +7,985 +5%
CFG
171
Cosner Financial Group
Colorado
$19M +$250K +1,940 +1%
CG
172
Cynosure Group
Utah
$19M -$3.69M -28,608 -16%
WAM
173
Weatherly Asset Management
California
$18.8M +$347K +2,692 +2%
PS
174
Planned Solutions
California
$18.5M +$474K +3,675 +2%
BJL
175
Brighton Jones LLC
Washington
$18.4M -$234K -1,812 -1%

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.