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iShares Core S&P Total US Stock Market ETF

290 hedge funds and large institutions have $5.03B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 134 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

70% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 79

26% more capital invested

Capital invested by funds: $3.98B → $5.03B (+$1.05B)

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

8% more funds holding

Funds holding: 269290 (+21)

6.6% more ownership

Funds ownership: 49.81%56.41% (+6.6%)

41% less call options, than puts

Call options by funds: $627K | Put options by funds: $1.05M

Holders
290
Holders Change
+21
Holders Change %
+7.81%
% of All Funds
7.23%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.92%
New
35
Increased
134
Reduced
79
Closed
13
Calls
$627K
Puts
$1.05M
Net Calls
-$427K
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
226
StrategIQ Financial Group
Indiana
$234K +$232K +4,220 New
GWA
227
Guidant Wealth Advisors
Illinois
$229K -$33.9K -617 -13%
FC
228
Ferris Capital
Massachusetts
$227K +$224K +4,088 New
PFPT
229
Pinnacle Financial Partners (Tennessee)
Tennessee
$227K +$225K +4,105 New
HIS
230
Horizon Investment Services
Indiana
$226K +$7.79K +142 +4%
JWA
231
JFS Wealth Advisors
Pennsylvania
$225K +$223K +4,065 New
CIC
232
Carnegie Investment Counsel
Ohio
$224K
GI
233
Gradient Investments
Minnesota
$205K -$94.1K -1,714 -32%
Chevy Chase Trust
234
Chevy Chase Trust
Maryland
$205K -$8.23K -150 -4%
WIM
235
Westside Investment Management
California
$200K +$27.4K +500 +16%
RWG
236
Regal Wealth Group
California
$198K +$11.8K +215 +6%
SG Americas Securities
237
SG Americas Securities
New York
$180K -$5.35M -97,432 -97%
PFGIA
238
Patriot Financial Group Insurance Agency
Massachusetts
$172K
WCM
239
Wealthcare Capital Management
Virginia
$166K
RCG
240
Ruggie Capital Group
Florida
$166K +$164K +2,990 New
MA
241
MCF Advisors
Kentucky
$135K
EK
242
Evensky & Katz
Florida
$119K -$48K -874 -29%
Lazard Asset Management
243
Lazard Asset Management
New York
$108K -$96.5K -1,758 -47%
BFEC
244
Benjamin F. Edwards & Company
Missouri
$108K
NFG
245
Next Financial Group
Texas
$102K -$21.3K -388 -17%
WAM
246
Wealthspire Advisors (Maryland)
Maryland
$80K -$16.6K -302 -17%
SEI Investments
247
SEI Investments
Pennsylvania
$72K +$68.4K +1,247 +2,267%
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.4K +$69.7K +1,270 New
RBC
249
Roble Belko & Company
Pennsylvania
$69K +$68.7K +1,252 New
OIA
250
OneDigital Investment Advisors
Kansas
$68K +$66.8K +1,218 New

ITOT Hedge Fund Activity: Q2 2017 in Review

290 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2017, worth a combined $5.03B — up 26% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 13 closed out — a net gain of 22 holders — while 134 added to existing stakes and 79 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $800M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $80M.

  • 290 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2017, up from 269 in Q1 2017.
  • Funds reported $5.03B of iShares Core S&P Total US Stock Market ETF stock for Q2 2017, up 26% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2017 and 13 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2017 was TD Ameritrade Investment Management, an estimated $800M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2017 was Thrivent Financial for Lutherans, an estimated $80M sold.

Based on aggregated 13F filings for Q2 2017.