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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
SPIA
201
Steward Partners Investment Advisory
New York
$6.1M -$18K -201 -0.3%
MA
202
MONECO Advisors
Connecticut
$5.97M +$203K +2,259 +4%
JWM
203
JGP Wealth Management
Oregon
$5.89M +$423K +4,718 +8%
TFGT
204
TS Financial Group (TSFG)
Illinois
$5.87M -$103K -1,143 -2%
BAM
205
Baldrige Asset Management
Pennsylvania
$5.83M +$81.4K +908 +1%
HSA
206
HBK Sorce Advisory
Pennsylvania
$5.73M -$334K -3,725 -6%
GBT
207
Grove Bank & Trust
Florida
$5.58M
PP
208
PrairieView Partners
Minnesota
$5.49M -$228K -2,538 -4%
FPW
209
Flagship Private Wealth
Massachusetts
$5.42M -$85K -948 -2%
AWM
210
Adams Wealth Management
Utah
$5.28M +$3.04M +33,889 +143%
CPIA
211
Cornell Pochily Investment Advisors
New York
$5.2M +$335K +3,738 +7%
NL
212
NWAM LLC
Washington
$5.18M +$160K +1,780 +3%
RHBC
213
R.H. Bluestein & Co
Michigan
$5.18M +$57.4K +640 +1%
BRWA
214
B. Riley Wealth Advisors
Florida
$5.13M +$136K +1,521 +3%
CAN
215
Cetera Advisor Networks
California
$5.08M -$277K -3,091 -5%
MP
216
McDonald Partners
Ohio
$5.04M +$53.6K +598 +1%
FHC
217
First Heartland Consultants
Missouri
$5M +$336K +3,751 +7%
SFG
218
Sowa Financial Group
Rhode Island
$4.81M -$272K -3,030 -5%
BBHBI
219
B, B, H, & B Inc
Alabama
$4.81M -$2.42M -27,015 -34%
HI
220
Human Investing
Oregon
$4.8M -$118K -1,319 -2%
GIA
221
Gladstone Institutional Advisory
Florida
$4.75M +$110K +1,228 +2%
BHWM
222
Bar Harbor Wealth Management
New Hampshire
$4.72M +$62.8K +700 +1%
SWP
223
Stratos Wealth Partners
Ohio
$4.72M -$432K -4,816 -9%
CWA
224
Canvas Wealth Advisors
Kansas
$4.66M +$4.4M +49,083 New
Lido Advisors
225
Lido Advisors
California
$4.64M +$373K +4,159 +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.