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
Baird Financial Group
176
Baird Financial Group
Wisconsin
$7.8M -$728K -8,115 -9%
GPWA
177
Great Point Wealth Advisors
Massachusetts
$7.8M -$962K -10,724 -11%
SIAP
178
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.72M +$39K +435 +0.6%
HCA
179
Heck Capital Advisors
Wisconsin
$7.7M -$56.4K -629 -0.7%
MA
180
Mutual Advisors
Nebraska
$7.67M +$6.55M +73,007 +678%
ADL
181
Asset Dedication LLC
California
$7.63M -$2.81M -31,287 -27%
PL
182
Plancorp LLC
Missouri
$7.13M +$34.3K +382 +0.5%
EPP
183
ETF Portfolio Partners
Kansas
$7.11M +$28.5K +318 +0.4%
CG
184
Colony Group
Massachusetts
$7.05M -$796K -8,872 -10%
TCBWMS
185
Texas Capital Bank Wealth Management Services
Texas
$6.96M
BSSFA
186
Baron Silver Stevens Financial Advisors
Florida
$6.94M +$452K +5,042 +7%
CFGS
187
Concourse Financial Group Securities
Alabama
$6.93M +$2.14M +23,913 +46%
CBFP
188
Cedar Brook Financial Partners
Ohio
$6.89M -$11.3K -126 -0.2%
WP
189
WealthShield Partners
North Carolina
$6.86M +$747K +8,327 +13%
KWMG
190
King Wealth Management Group
Florida
$6.81M +$59.6K +665 +0.9%
Northern Trust
191
Northern Trust
Illinois
$6.64M +$821K +9,148 +14%
SWA
192
Sax Wealth Advisors
New Jersey
$6.61M +$199K +2,217 +3%
JMFC
193
J.M. Forbes & Co
Massachusetts
$6.58M -$16.9K -188 -0.3%
FWP
194
FAS Wealth Partners
Kansas
$6.51M +$180K +2,007 +3%
TCM
195
Towercrest Capital Management
Pennsylvania
$6.48M +$915K +10,197 +17%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$6.46M +$5.39M +60,088 +579%
EFSCE
197
Enterprise Financial Services Corp (EFSC)
Missouri
$6.44M -$7.89K -88 -0.1%
PCG
198
Private Capital Group
Connecticut
$6.38M -$2.28M -25,379 -27%
FFBTD
199
First Financial Bank - Trust Division
Ohio
$6.33M -$93.5K -1,042 -1%
CQS
200
Credential Qtrade Securities
$6.15M +$1.29M +14,364 +27%

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.