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iShares Core S&P Total US Stock Market ETF

402 hedge funds and large institutions have $7.4B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 104 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 16

77% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 104

10% more capital invested

Capital invested by funds: $6.74B → $7.4B (+$659M)

8% more funds holding in top 10

Funds holding in top 10: 4852 (+4)

7% more funds holding

Funds holding: 375402 (+27)

0.43% less ownership

Funds ownership: 52.06%51.63% (-0.43%)

18% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.47M

Holders
402
Holders Change
+27
Holders Change %
+7.2%
% of All Funds
9.2%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.19%
New
48
Increased
184
Reduced
104
Closed
16
Calls
$1.21M
Puts
$1.47M
Net Calls
-$260K
Net Calls Change
+$468K
Name Holding Trade Value Shares
Change
Change in
Stake
NL
251
NWAM LLC
Washington
$548K +$8.14K +131 +2%
TIM
252
Total Investment Management
Arizona
$542K -$144K -2,314 -21%
NFG
253
Next Financial Group
Texas
$532K -$520K -8,373 -50%
First Manhattan
254
First Manhattan
New York
$532K
Millennium Management
255
Millennium Management
New York
$520K -$8.33K -134 -2%
Franklin Resources
256
Franklin Resources
California
$508K +$281K +4,520 +125%
MM
257
Meridian Management
Arkansas
$506K
YU
258
Yale University
Connecticut
$497K +$494K +7,951 New
PP
259
Palladium Partners
Virginia
$483K +$39.5K +636 +9%
JCM
260
Jacobi Capital Management
Pennsylvania
$472K +$271K +4,368 +138%
NPF
261
Norris Perne & French
Michigan
$471K -$8.45K -136 -2%
HWA
262
HCR Wealth Advisors
California
$470K
WWM
263
Windsor Wealth Management
Indiana
$453K -$311 -5 -0.1%
IAS
264
IMA Advisory Services
Colorado
$448K -$135K -2,165 -23%
BSW
265
Buckingham Strategic Wealth
Missouri
$446K +$15.9K +256 +4%
AEPG
266
American Economic Planning Group
New Jersey
$435K
OA
267
Opes Advisors
California
$435K +$9.51K +153 +2%
CFD
268
Creative Financial Designs
Indiana
$431K +$369K +5,934 +618%
GG
269
GenWealth Group
New Jersey
$430K -$27.5K -443 -6%
BFM
270
Broadview Financial Management
Wisconsin
$417K -$4.97K -80 -1%
HSA
271
HBK Sorce Advisory
Pennsylvania
$417K +$52.3K +841 +14%
CAM
272
Concorde Asset Management
Michigan
$404K +$188K +3,022 +88%
DAS
273
Dynamic Advisor Solutions
Arizona
$404K +$401K +6,453 New
BWA
274
Burt Wealth Advisors
Maryland
$397K
PD
275
Planning Directions
Pennsylvania
$396K -$7.71K -124 -2%

ITOT Hedge Fund Activity: Q2 2018 in Review

402 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2018, worth a combined $7.4B — up 9.8% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ITOT positions and 16 closed out — a net gain of 32 holders — while 184 added to existing stakes and 104 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $86.3M. The largest seller was Brown Brothers Harriman & Co, exiting entirely with an estimated $40.4M sold.

  • 402 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2018, up from 375 in Q1 2018.
  • Funds reported $7.4B of iShares Core S&P Total US Stock Market ETF stock for Q2 2018, up 9.8% quarter-over-quarter.
  • 48 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2018 and 16 closed out, a net change of +32 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $86.3M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2018 was Brown Brothers Harriman & Co, an estimated $40.4M sold.

Based on aggregated 13F filings for Q2 2018.