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iShares Core S&P Total US Stock Market ETF

269 hedge funds and large institutions have $3.98B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

103% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 65

30% more capital invested

Capital invested by funds: $3.06B → $3.98B (+$925M)

7% more funds holding

Funds holding: 251269 (+18)

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

0.96% more ownership

Funds ownership: 48.85%49.81% (+0.96%)

20% less call options, than puts

Call options by funds: $697K | Put options by funds: $870K

Holders
269
Holders Change
+18
Holders Change %
+7.17%
% of All Funds
6.7%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
35
Increased
132
Reduced
65
Closed
9
Calls
$697K
Puts
$870K
Net Calls
-$173K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
251
First Personal Financial Services
North Carolina
$22K
FANJ
252
Financial Architects (New Jersey)
New Jersey
$20K -$37.9K -711 -66%
CG
253
Cutler Group
California
$19K -$772K -14,483 -98%
GEA
254
Glen Eagle Advisors
New Jersey
$18.5K +$18.2K +342 New
GAM
255
Gemmer Asset Management
California
$18K
SJIM
256
St. Johns Investment Management
Florida
$12K
AC
257
Alexandria Capital
Virginia
$10K -$10.9K -205 -52%
WTB
258
Washington Trust Bank
Washington
$10K
AA
259
Advisory Alpha
Michigan
$10K +$9.71K +182 New
CFA
260
CT Financial Advisors
Pennsylvania
$8.24K +$1.49K +28 +23%
PWM
261
Perigon Wealth Management
California
$8K -$149K -2,800 -95%
LWM
262
Lenox Wealth Management
Ohio
$8K
LWA
263
Lowe Wealth Advisors
Maryland
$7K
SPIA
264
Strategic Point Investment Advisors
Rhode Island
$6.83K +$63.2K +1,185 +0.9%
Bessemer Group
265
Bessemer Group
New Jersey
$6K
CB
266
Community Bank
New York
$6K
SEI Investments
267
SEI Investments
Pennsylvania
$3K +$2.93K +55 New
OA
268
Opes Advisors
California
-$371K -7,234 Closed
FA
269
FC Advisory
Pennsylvania
-$251K -4,808 Closed
FWP
270
FAS Wealth Partners
Kansas
-$200K -3,901 Closed
LWMT
271
Legacy Wealth Management (Tennessee)
Tennessee
-$160K -3,121 Closed
Barclays
272
Barclays
United Kingdom
-$92K -1,800 Closed
GBBWRPM
273
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$42K -800 Closed
AA
274
Apriem Advisors
California
-$16K -308 Closed
LYV
275
Live Your Vision
Pennsylvania
-$25K -258 Closed

ITOT Hedge Fund Activity: Q1 2017 in Review

269 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2017, worth a combined $3.98B — up 30% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 9 closed out — a net gain of 26 holders — while 132 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $806M. The largest seller was Advisor Group, cutting an estimated $5.42M.

  • 269 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2017, up from 251 in Q4 2016.
  • Funds reported $3.98B of iShares Core S&P Total US Stock Market ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2017 and 9 closed out, a net change of +26 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2017 was BlackRock, an estimated $806M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2017 was Advisor Group, an estimated $5.42M sold.

Based on aggregated 13F filings for Q1 2017.