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iShares Core S&P Total US Stock Market ETF

581 hedge funds and large institutions have $14.3B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 253 increasing their positions, 186 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.28M

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

36% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 186

15% more capital invested

Capital invested by funds: $12.4B → $14.3B (+$1.81B)

3% more funds holding

Funds holding: 563581 (+18)

1.22% more ownership

Funds ownership: 58.59%59.82% (+1.2%)

1% more funds holding in top 10

Funds holding in top 10: 8990 (+1)

Holders
581
Holders Change
+18
Holders Change %
+3.2%
% of All Funds
12.74%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.97%
New
52
Increased
253
Reduced
186
Closed
30
Calls
$3.65M
Puts
$1.28M
Net Calls
+$2.37M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
226
Ferris Capital
Massachusetts
$2.75M +$651K +9,716 +31%
TFS
227
Thoroughbred Financial Services
Tennessee
$2.73M +$2.73M +40,782 New
AAM
228
Autus Asset Management
Arizona
$2.72M -$67.8K -1,012 -2%
IP
229
Investment Partners
Ohio
$2.7M +$357K +5,329 +15%
ABC
230
Associated Banc-Corp
Wisconsin
$2.68M -$4.69K -70 -0.2%
HR
231
Hayden Royal
North Carolina
$2.67M -$463K -6,914 -15%
GT
232
Greenleaf Trust
Michigan
$2.67M
MBT
233
Montecito Bank & Trust
California
$2.64M -$48.5K -724 -2%
AIM
234
Allen Investment Management
New York
$2.64M
WWM
235
Western Wealth Management
Colorado
$2.59M -$134 -2 -0%
LA
236
Lynch & Associates
Indiana
$2.56M +$57.8K +863 +2%
Baird Financial Group
237
Baird Financial Group
Wisconsin
$2.49M -$227K -3,387 -8%
CWM
238
Cahaba Wealth Management
Georgia
$2.46M +$12.7K +189 +0.5%
CFA
239
Carroll Financial Associates
North Carolina
$2.43M +$1.07K +16 +0%
JWM
240
JGP Wealth Management
Oregon
$2.42M +$516K +7,706 +26%
CWS
241
Cypress Wealth Services
California
$2.4M +$621K +9,267 +35%
MAFM
242
Mid Atlantic Financial Management
Pennsylvania
$2.37M +$63.3K +945 +3%
SC
243
Savant Capital
Illinois
$2.34M +$293K +4,367 +14%
JIC
244
Johnson Investment Counsel
Ohio
$2.3M +$53.3K +795 +2%
GVAG
245
Great Valley Advisor Group
Delaware
$2.26M +$125K +1,864 +6%
NFG
246
Nations Financial Group
Iowa
$2.22M +$2.17M +32,382 New
UR
247
USCA RIA
Texas
$2.21M +$2.21M +32,920 New
SSWM
248
Sheets Smith Wealth Management
North Carolina
$2.19M +$121K +1,800 +6%
WWM
249
Windsor Wealth Management
Indiana
$2.19M +$10.1K +150 +0.4%
CPIG
250
Chicago Partners Investment Group
Illinois
$2.1M +$19.8K +295 +1%

ITOT Hedge Fund Activity: Q3 2019 in Review

581 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2019, worth a combined $14.3B — up 15% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ITOT positions and 30 closed out — a net gain of 22 holders — while 253 added to existing stakes and 186 trimmed.

The largest buyer was Wells Fargo, adding an estimated $543M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $76.2M.

  • 581 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2019, up from 563 in Q2 2019.
  • Funds reported $14.3B of iShares Core S&P Total US Stock Market ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2019 and 30 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2019 was Wells Fargo, an estimated $543M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2019 was Thrivent Financial for Lutherans, an estimated $76.2M sold.

Based on aggregated 13F filings for Q3 2019.