Liberty Mutual Group Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Liberty Mutual Group Asset Management’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-4,510,142	Closed	-$256M	–	29
2018 Q4	$256M	Sell	4,510,142 -36,403	-0.8%	-$2.24M	9.24%	4
2018 Q3	$303M	Hold	4,546,545	–	–	6.31%	4
2018 Q2	$284M	Hold	4,546,545	–	–	7.18%	2
2018 Q1	$275M	Buy	4,546,545 +78,000	+2%	+$4.87M	8.41%	2
2017 Q4	$273M	Buy	+4,468,545	New	+$266M	8%	2

Other funds holding ITOT

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Liberty Mutual Group Asset Management's ITOT Position: Q1 2019 in Review

Liberty Mutual Group Asset Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2019, closing a stake of 4,510,142 shares — an estimated $256M sold.

Liberty Mutual Group Asset Management first reported a position in ITOT in Q4 2017 and held it in 5 quarters. The position peaked at $303M in Q3 2018. 550 funds tracked by Wall St. Rank hold ITOT as of Q1 2019.

Liberty Mutual Group Asset Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2019 after selling out during the quarter.
Liberty Mutual Group Asset Management sold 4,510,142 iShares Core S&P Total US Stock Market ETF shares in Q1 2019, an estimated $256M.
Liberty Mutual Group Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and held it in 5 quarters.
Liberty Mutual Group Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $303M in Q3 2018.
550 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2019.

Based on Liberty Mutual Group Asset Management's 13F filing for Q1 2019, filed 10 May 2019.