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iShares Core S&P Total US Stock Market ETF

269 hedge funds and large institutions have $3.98B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

103% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 65

30% more capital invested

Capital invested by funds: $3.06B → $3.98B (+$925M)

7% more funds holding

Funds holding: 251269 (+18)

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

0.96% more ownership

Funds ownership: 48.85%49.81% (+0.96%)

20% less call options, than puts

Call options by funds: $697K | Put options by funds: $870K

Holders
269
Holders Change
+18
Holders Change %
+7.17%
% of All Funds
6.7%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
35
Increased
132
Reduced
65
Closed
9
Calls
$697K
Puts
$870K
Net Calls
-$173K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Change in
Stake
HR
226
Howe & Rusling
New York
$196K +$800 +15 +0.4%
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$190K +$188K +3,530 New
RWG
228
Regal Wealth Group
California
$182K -$19.6K -368 -10%
US Bancorp
229
US Bancorp
Minnesota
$172K
WIM
230
Westside Investment Management
California
$166K +$165K +3,100 New
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$166K +$14.4K +270 +10%
EK
232
Evensky & Katz
Florida
$163K +$32.7K +614 +25%
WCM
233
Wealthcare Capital Management
Virginia
$162K -$4.8K -90 -3%
RCA
234
Rowland Carmichael Advisors
Arizona
$133K
MA
235
MCF Advisors
Kentucky
$132K
NFG
236
Next Financial Group
Texas
$122K -$1.06M -19,920 -90%
BFEC
237
Benjamin F. Edwards & Company
Missouri
$105K +$104K +1,945 New
WAM
238
Wealthspire Advisors (Maryland)
Maryland
$94K +$17.5K +328 +23%
PG
239
Patten Group
Tennessee
$75K
GRP
240
Global Retirement Partners
California
$64K +$35.9K +673 +133%
PCP
241
Proficio Capital Partners
Massachusetts
$55K
CFD
242
Creative Financial Designs
Indiana
$54K
WEC
243
Winslow Evans & Crocker
Massachusetts
$52.4K
WA
244
WealthTrust-Arizona
Arizona
$52K
AWM
245
Avior Wealth Management
Nebraska
$46K
PK
246
Pflug Koory
Nebraska
$31K -$17.6K -330 -37%
PCTC
247
Perkins Coie Trust Company
Washington
$29K -$4.53K -85 -14%
CWM
248
Cranbrook Wealth Management
Michigan
$28K +$6.35K +119 +31%
PS
249
Portfolio Solutions
Michigan
$24K +$24K +450 New
HS
250
Horan Securities
United States
$24K +$24.2K +453 New

ITOT Hedge Fund Activity: Q1 2017 in Review

269 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2017, worth a combined $3.98B — up 30% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 9 closed out — a net gain of 26 holders — while 132 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $806M. The largest seller was Advisor Group, cutting an estimated $5.42M.

  • 269 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2017, up from 251 in Q4 2016.
  • Funds reported $3.98B of iShares Core S&P Total US Stock Market ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2017 and 9 closed out, a net change of +26 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2017 was BlackRock, an estimated $806M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2017 was Advisor Group, an estimated $5.42M sold.

Based on aggregated 13F filings for Q1 2017.