We are live on ! Find out more
ITOT icon

iShares Core S&P Total US Stock Market ETF

402 hedge funds and large institutions have $7.4B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 104 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 16

77% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 104

10% more capital invested

Capital invested by funds: $6.74B → $7.4B (+$659M)

8% more funds holding in top 10

Funds holding in top 10: 4852 (+4)

7% more funds holding

Funds holding: 375402 (+27)

0.43% less ownership

Funds ownership: 52.06%51.63% (-0.43%)

18% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.47M

Holders
402
Holders Change
+27
Holders Change %
+7.2%
% of All Funds
9.2%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.19%
New
48
Increased
184
Reduced
104
Closed
16
Calls
$1.21M
Puts
$1.47M
Net Calls
-$260K
Net Calls Change
+$468K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
226
Sunbelt Securities
Texas
$767K +$131K +2,114 +21%
GLA
227
Good Life Advisors
Pennsylvania
$745K +$62.3K +1,003 +9%
SFA
228
Sequoia Financial Advisors
Ohio
$739K +$53K +853 +8%
MSA
229
Marino Stram & Associates
Massachusetts
$737K
VWA
230
V Wealth Advisors
Kansas
$732K +$2.36K +38 +0.3%
Lido Advisors
231
Lido Advisors
California
$724K +$932 +15 +0.1%
CI
232
Cigna Investments
Connecticut
$719K -$683K -11,000 -49%
Prudential Financial
233
Prudential Financial
New Jersey
$719K -$683K -11,000 -49%
DWM
234
Darwin Wealth Management
Florida
$717K +$146K +2,349 +26%
GT
235
Greenleaf Trust
Michigan
$704K
CC
236
Cadinha & Co
Hawaii
$667K +$132K +2,119 +25%
AWM
237
Altium Wealth Management
New York
$663K +$29.9K +481 +5%
FPGK
238
Financial Partners Group (Kansas)
Kansas
$662K
Deutsche Bank
239
Deutsche Bank
Germany
$650K +$632K +10,168 +4,383%
PJSIMP
240
P.J. Schmidt Investment Management (PJS)
Wisconsin
$643K -$71.9K -1,157 -10%
AIM
241
Advantage Investment Management
Iowa
$633K -$138K -2,221 -18%
SFM
242
Signet Financial Management
New Jersey
$631K +$627K +10,098 New
ZIC
243
ZWJ Investment Counsel
Georgia
$619K -$33.6K -540 -5%
HPC
244
Hobart Private Capital
North Carolina
$604K -$35.4K -569 -6%
VHAM
245
Van Hulzen Asset Management
California
$602K
VAM
246
Visionary Asset Management
Texas
$599K -$28.6K -461 -5%
OMC
247
Old Mission Capital
Illinois
$599K +$595K +9,579 New
VFA
248
Valeo Financial Advisors
Indiana
$571K +$318K +5,114 +139%
WCM
249
Wealthcare Capital Management
Virginia
$567K -$191K -3,077 -25%
PWA
250
Peterson Wealth Advisors
Utah
$556K -$80.9K -1,302 -13%

ITOT Hedge Fund Activity: Q2 2018 in Review

402 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2018, worth a combined $7.4B — up 9.8% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ITOT positions and 16 closed out — a net gain of 32 holders — while 184 added to existing stakes and 104 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $86.3M. The largest seller was Brown Brothers Harriman & Co, exiting entirely with an estimated $40.4M sold.

  • 402 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2018, up from 375 in Q1 2018.
  • Funds reported $7.4B of iShares Core S&P Total US Stock Market ETF stock for Q2 2018, up 9.8% quarter-over-quarter.
  • 48 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2018 and 16 closed out, a net change of +32 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $86.3M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2018 was Brown Brothers Harriman & Co, an estimated $40.4M sold.

Based on aggregated 13F filings for Q2 2018.