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iShares Core S&P Total US Stock Market ETF

290 hedge funds and large institutions have $5.03B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 134 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

70% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 79

26% more capital invested

Capital invested by funds: $3.98B → $5.03B (+$1.05B)

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

8% more funds holding

Funds holding: 269290 (+21)

6.6% more ownership

Funds ownership: 49.81%56.41% (+6.6%)

41% less call options, than puts

Call options by funds: $627K | Put options by funds: $1.05M

Holders
290
Holders Change
+21
Holders Change %
+7.81%
% of All Funds
7.23%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.92%
New
35
Increased
134
Reduced
79
Closed
13
Calls
$627K
Puts
$1.05M
Net Calls
-$427K
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
251
Proficio Capital Partners
Massachusetts
$57K
WEC
252
Winslow Evans & Crocker
Massachusetts
$55.7K +$1.92K +35 +4%
WA
253
WealthTrust-Arizona
Arizona
$53K
RCA
254
Rowland Carmichael Advisors
Arizona
$52K -$83.5K -1,521 -62%
AWM
255
Avior Wealth Management
Nebraska
$47K
GRP
256
Global Retirement Partners
California
$46K -$18.9K -345 -29%
CWM
257
Cranbrook Wealth Management
Michigan
$44K +$15.4K +280 +55%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$42K +$41.2K +750 New
TWA
259
TCI Wealth Advisors
Arizona
$42K +$41.5K +757 New
CFD
260
Creative Financial Designs
Indiana
$39K -$16.5K -300 -30%
PK
261
Pflug Koory
Nebraska
$32K
BBHC
262
Brown Brothers Harriman & Co
New York
$29K +$28.8K +525 New
HS
263
Horan Securities
United States
$25K -$384 -7 -2%
PS
264
Portfolio Solutions
Michigan
$25K
PCTC
265
Perkins Coie Trust Company
Washington
$24K -$5.76K -105 -19%
BWM
266
Baystate Wealth Management
Massachusetts
$23K +$22.6K +412 New
BWA
267
BDO Wealth Advisors
Florida
$23K +$22.8K +415 New
FPFS
268
First Personal Financial Services
North Carolina
$22K
FANJ
269
Financial Architects (New Jersey)
New Jersey
$21K
CG
270
Cutler Group
California
$19K
GAM
271
Gemmer Asset Management
California
$18K
BRC
272
Bell Rock Capital
Delaware
$15K +$14.4K +263 New
SSB
273
Sandy Spring Bank
Maryland
$14K +$13.7K +250 New
SJIM
274
St. Johns Investment Management
Florida
$12K
AC
275
Alexandria Capital
Virginia
$11K +$55 +1 +0.5%

ITOT Hedge Fund Activity: Q2 2017 in Review

290 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2017, worth a combined $5.03B — up 26% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 13 closed out — a net gain of 22 holders — while 134 added to existing stakes and 79 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $800M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $80M.

  • 290 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2017, up from 269 in Q1 2017.
  • Funds reported $5.03B of iShares Core S&P Total US Stock Market ETF stock for Q2 2017, up 26% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2017 and 13 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2017 was TD Ameritrade Investment Management, an estimated $800M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2017 was Thrivent Financial for Lutherans, an estimated $80M sold.

Based on aggregated 13F filings for Q2 2017.