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iShares Core S&P Total US Stock Market ETF

307 hedge funds and large institutions have $6.15B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 142 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $582K

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

82% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 78

22% more capital invested

Capital invested by funds: $5.03B → $6.15B (+$1.12B)

6% more funds holding

Funds holding: 290307 (+17)

1.15% less ownership

Funds ownership: 56.41%55.25% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

Holders
307
Holders Change
+17
Holders Change %
+5.86%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.85%
New
39
Increased
142
Reduced
78
Closed
20
Calls
$1.16M
Puts
$582K
Net Calls
+$578K
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
251
Next Financial Group
Texas
$215K +$103K +1,829 +99%
W
252
Wealthfront
California
$214K +$210K +3,721 New
Chevy Chase Trust
253
Chevy Chase Trust
Maryland
$213K
VFA
254
Valeo Financial Advisors
Indiana
$212K +$208K +3,687 New
RWG
255
Regal Wealth Group
California
$211K +$4.85K +86 +2%
RA
256
RFG Advisory
Alabama
$210K -$54.9K -973 -21%
HPC
257
HM Payson & Co
Maine
$201K +$197K +3,493 New
WCM
258
Wealthcare Capital Management
Virginia
$173K
GEA
259
Glen Eagle Advisors
New Jersey
$169K -$165K -2,932 -50%
PFGIA
260
Patriot Financial Group Insurance Agency
Massachusetts
$157K -$22.6K -400 -13%
PS
261
Portfolio Solutions
Michigan
$152K +$123K +2,179 +484%
MA
262
MCF Advisors
Kentucky
$141K
FDCDDQ
263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K +$49.8K +882 +69%
EK
264
Evensky & Katz
Florida
$124K
BFEC
265
Benjamin F. Edwards & Company
Missouri
$112K
CG
266
Cutler Group
California
$85K +$64.1K +1,137 +322%
WAM
267
Wealthspire Advisors (Maryland)
Maryland
$83K
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$76K +$28.2K +500 +67%
BF
269
BOK Financial
Oklahoma
$76K +$74.7K +1,324 New
AA
270
Advisory Alpha
Michigan
$74K +$60.4K +1,070 +588%
SEI Investments
271
SEI Investments
Pennsylvania
$72K -$2.76K -49 -4%
OIA
272
OneDigital Investment Advisors
Kansas
$70K
CWM
273
Cranbrook Wealth Management
Michigan
$65K +$18.7K +331 +42%
PCP
274
Proficio Capital Partners
Massachusetts
$58K
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$58K +$56.5K +1,001 New

ITOT Hedge Fund Activity: Q3 2017 in Review

307 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 Q3 2017, worth a combined $6.15B — up 22% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ITOT positions and 20 closed out — a net gain of 19 holders — while 142 added to existing stakes and 78 trimmed.

The largest buyer was Milliman Financial Risk Management, adding an estimated $612M. The largest seller was Alleghany Corporation, exiting entirely with an estimated $145M sold.

  • 307 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2017, up from 290 in Q2 2017.
  • Funds reported $6.15B of iShares Core S&P Total US Stock Market ETF stock for Q3 2017, up 22% quarter-over-quarter.
  • 39 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2017 and 20 closed out, a net change of +19 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2017 was Milliman Financial Risk Management, an estimated $612M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2017 was Alleghany Corporation, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2017.