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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
Wells Fargo
1
Wells Fargo
California
$3.55B +$477M +5,318,744 +16%
BlackRock
2
BlackRock
New York
$3.31B +$656M +7,311,455 +25%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$1.67B
Betterment LLC
4
Betterment LLC
New York
$949M -$8.74M -97,474 -0.9%
MFRM
5
Milliman Financial Risk Management
Illinois
$811M +$34.4M +383,182 +5%
Morgan Stanley
6
Morgan Stanley
New York
$592M +$31.6M +351,878 +6%
AllianceBernstein
7
AllianceBernstein
Tennessee
$521M +$68.1M +759,192 +15%
Bank of America
8
Bank of America
North Carolina
$451M -$2.86M -31,890 -0.6%
SW
9
SVB Wealth
Massachusetts
$426M +$3.33M +37,174 +0.8%
Stifel Financial
10
Stifel Financial
Missouri
$365M -$55.4M -617,823 -13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$346M +$17.5M +194,742 +5%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$306M +$18M +201,060 +6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$301M +$5.79M +64,546 +2%
PA
14
Parallel Advisors
California
$267M +$17M +189,648 +7%
SWM
15
SigFig Wealth Management
California
$261M +$22.7M +253,486 +10%
LPL Financial
16
LPL Financial
California
$237M +$12.8M +142,500 +6%
ST
17
Sentinel Trust
Texas
$229M -$2.58M -28,813 -1%
PPA
18
Parametric Portfolio Associates
Washington
$199M +$13.3M +148,443 +7%
Ameriprise
19
Ameriprise
Minnesota
$178M -$6.27M -69,959 -3%
AC
20
Allstate Corporation
Illinois
$163M -$48.1M -536,084 -23%
UBS Group
21
UBS Group
Switzerland
$159M -$695K -7,749 -0.4%
TCM
22
TD Capital Management
Tennessee
$153M -$29.1K -324 -0%
Osaic Holdings
23
Osaic Holdings
Arizona
$148M +$4.34M +48,337 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$148M -$69.6K -776 -0%
NB
25
Norinchukin Bank
Japan
$145M

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.