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iShares Core S&P Total US Stock Market ETF

507 hedge funds and large institutions have $8.5B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 203 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $329K

172% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 47

72% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 118

32% more funds holding in top 10

Funds holding in top 10: 5674 (+18)

18% more funds holding

Funds holding: 429507 (+78)

6.98% more ownership

Funds ownership: 51.03%58.01% (+7%)

5% more capital invested

Capital invested by funds: $8.09B → $8.5B (+$415M)

Holders
507
Holders Change
+78
Holders Change %
+18.18%
% of All Funds
11.3%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
1.65%
New
128
Increased
203
Reduced
118
Closed
47
Calls
$1.09M
Puts
$329K
Net Calls
+$761K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
CI
226
CX Institutional
Indiana
$1.55M -$9.56M -155,642 -85%
SSWM
227
Sheets Smith Wealth Management
North Carolina
$1.53M +$131K +2,128 +9%
IWP
228
Icon Wealth Partners
Texas
$1.52M +$1.65M +26,865 New
AI
229
Accredited Investors
Minnesota
$1.52M -$144K -2,346 -8%
SB
230
Suntrust Banks
Georgia
$1.51M +$354K +5,757 +28%
MAP
231
Milestone Advisory Partners
North Carolina
$1.5M -$1.89M -30,712 -53%
IP
232
Investment Partners
Ohio
$1.48M +$1.6M +26,087 New
EA
233
Efficient Advisors
Ohio
$1.45M -$117K -1,897 -7%
CFA
234
Cahill Financial Advisors
Minnesota
$1.44M +$7.8K +127 +0.5%
HR
235
Hayden Royal
North Carolina
$1.42M +$1.54M +25,047 New
IA
236
IndexIQ Advisors
New York
$1.4M +$1.15M +18,704 +315%
TA
237
Townsend & Associates
Colorado
$1.4M +$72.3K +1,177 +5%
WPSG
238
Wealth & Pension Services Group
Georgia
$1.39M -$135K -2,205 -8%
BHWM
239
Bay Harbor Wealth Management
Maryland
$1.39M +$1.5M +24,403 New
LC
240
LCNB Corp
Ohio
$1.38M -$101K -1,650 -6%
FHC
241
First Heartland Consultants
Missouri
$1.38M +$2.21K +36 +0.1%
JMPWA
242
JP Morgan Private Wealth Advisors
California
$1.37M +$204K +3,325 +16%
Cetera Investment Advisers
243
Cetera Investment Advisers
Illinois
$1.36M -$157K -2,562 -10%
SS
244
Sunbelt Securities
Texas
$1.32M +$552K +8,983 +63%
LWAC
245
Laurel Wealth Advisors (California)
California
$1.27M
EW
246
Emerson Wealth
Michigan
$1.27M +$1.37M +22,313 New
MIAN
247
Mariner Independent Advisor Network
Kansas
$1.24M +$1.31M +21,256 New
FNBTCON
248
First National Bank & Trust Co of Newtown
Pennsylvania
$1.24M
SEI Investments
249
SEI Investments
Pennsylvania
$1.22M +$525K +8,550 +68%
CA
250
Centerpoint Advisors
Massachusetts
$1.19M -$116K -1,890 -8%

ITOT Hedge Fund Activity: Q4 2018 in Review

507 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2018, worth a combined $8.5B — up 5.1% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new ITOT positions and 47 closed out — a net gain of 81 holders — while 203 added to existing stakes and 118 trimmed.

The largest buyer was Bank of America, adding an estimated $1.06B. The largest seller was Milliman Financial Risk Management, cutting an estimated $263M.

  • 507 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2018, up from 429 in Q3 2018.
  • Funds reported $8.5B of iShares Core S&P Total US Stock Market ETF stock for Q4 2018, up 5.1% quarter-over-quarter.
  • 128 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2018 and 47 closed out, a net change of +81 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2018 was Bank of America, an estimated $1.06B added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2018 was Milliman Financial Risk Management, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2018.