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iShares Core S&P Total US Stock Market ETF

692 hedge funds and large institutions have $16.1B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 229 increasing their positions, 291 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,740% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $3.89M

36% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $14.8B → $16.1B (+$1.24B)

1% more funds holding

Funds holding: 684692 (+8)

0.9% less ownership

Funds ownership: 59.78%58.87% (-0.9%)

7% less funds holding in top 10

Funds holding in top 10: 108100 (-8)

21% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 291

Holders
692
Holders Change
+8
Holders Change %
+1.17%
% of All Funds
13.96%
Holding in Top 10
100
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.41%
% of All Funds
2.02%
New
53
Increased
229
Reduced
291
Closed
39
Calls
$71.6M
Puts
$3.89M
Net Calls
+$67.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
226
Cetera Investment Advisers
Illinois
$3.03M +$322K +4,310 +12%
SSWM
227
Sheets Smith Wealth Management
North Carolina
$3.01M -$2.91K -39 -0.1%
SIA
228
Soltis Investment Advisors
Utah
$2.97M +$22.4K +300 +0.8%
VC
229
Vicus Capital
Pennsylvania
$2.96M -$432K -5,784 -13%
AIM
230
Allen Investment Management
New York
$2.96M -$151K -2,026 -5%
SPA
231
Sentinel Pension Advisors
Massachusetts
$2.93M +$55.1K +738 +2%
WAM
232
Wealthspire Advisors (Maryland)
Maryland
$2.91M +$2.12M +28,470 +283%
First Manhattan
233
First Manhattan
New York
$2.89M -$75.7K -1,014 -3%
SF
234
Summit Financial
New Jersey
$2.88M +$175K +2,344 +7%
VCM
235
Vivaldi Capital Management
Illinois
$2.88M +$1.14M +15,217 +75%
CPC
236
Consolidated Planning Corp
Georgia
$2.83M
FAAM
237
First Ascent Asset Management
Colorado
$2.82M -$486K -6,513 -15%
NI
238
NYL Investors
New York
$2.77M -$142K -1,900 -5%
WWM
239
Windsor Wealth Management
Indiana
$2.77M -$68.4K -917 -2%
FCIM
240
Fairview Capital Investment Management
California
$2.75M -$1.87K -25 -0.1%
AI
241
Atria Investments
North Carolina
$2.62M +$159K +2,128 +7%
NCM
242
New Capital Management
Texas
$2.6M -$58.3K -781 -2%
SPP
243
Single Point Partners
Massachusetts
$2.59M +$58.7K +786 +2%
LNC
244
Lincoln National Corp
Pennsylvania
$2.52M -$282K -3,784 -10%
FFA
245
First Foundation Advisors
California
$2.48M +$10.7K +144 +0.4%
LC
246
LCNB Corp
Ohio
$2.48M -$8.96K -120 -0.4%
Lazard Asset Management
247
Lazard Asset Management
New York
$2.48M
PFA
248
Pinnacle Family Advisors
Missouri
$2.47M +$3.06K +41 +0.1%
LI
249
LVZ Inc
Michigan
$2.47M -$124K -1,662 -5%
MIAN
250
Mariner Independent Advisor Network
Kansas
$2.46M -$1.22M -16,297 -33%

ITOT Hedge Fund Activity: Q3 2020 in Review

692 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2020, worth a combined $16.1B — up 8.3% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ITOT positions and 39 closed out — a net gain of 14 holders — while 229 added to existing stakes and 291 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $99.5M. The largest seller was Macquarie Group, exiting entirely with an estimated $232M sold.

  • 692 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2020, up from 684 in Q2 2020.
  • Funds reported $16.1B of iShares Core S&P Total US Stock Market ETF stock for Q3 2020, up 8.3% quarter-over-quarter.
  • 53 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2020 and 39 closed out, a net change of +14 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $99.5M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2020 was Macquarie Group, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2020.