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iShares Core S&P Total US Stock Market ETF

507 hedge funds and large institutions have $8.5B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 203 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $329K

172% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 47

72% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 118

32% more funds holding in top 10

Funds holding in top 10: 5674 (+18)

18% more funds holding

Funds holding: 429507 (+78)

6.98% more ownership

Funds ownership: 51.03%58.01% (+7%)

5% more capital invested

Capital invested by funds: $8.09B → $8.5B (+$415M)

Holders
507
Holders Change
+78
Holders Change %
+18.18%
% of All Funds
11.3%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
1.65%
New
128
Increased
203
Reduced
118
Closed
47
Calls
$1.09M
Puts
$329K
Net Calls
+$761K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
251
Stifel Financial
Missouri
$1.14M +$75.1K +1,222 +6%
Toronto Dominion Bank
252
Toronto Dominion Bank
Ontario, Canada
$1.13M +$1.22M +19,890 New
BSW
253
Buckingham Strategic Wealth
Missouri
$1.13M +$765K +12,454 +168%
GT
254
Glenview Trust
Kentucky
$1.11M
IC
255
Inverness Counsel
New York
$1.11M
AIC
256
Archer Investment Corporation
Indiana
$1.11M +$1.21M +19,623 New
Edgewood Management
257
Edgewood Management
Connecticut
$1.1M +$1.2M +19,475 New
TF
258
TIAA FSB
Florida
$1.1M -$300K -4,885 -20%
Lido Advisors
259
Lido Advisors
California
$1.05M +$201K +3,271 +21%
SFA
260
Semmax Financial Advisors
North Carolina
$1.04M +$1.13M +18,410 New
OFG
261
Oxford Financial Group
Indiana
$1.04M
WAS
262
WESPAC Advisors SoCal
California
$1.01M
CGA
263
Crescent Grove Advisors
Illinois
$1.01M +$1.09M +17,753 New
NS
264
NewDay Solutions
New Hampshire
$1M +$1.09M +17,708 New
CWM
265
Cornerstone Wealth Management
Missouri
$1M -$35.9M -584,643 -97%
GPA
266
Guidance Point Advisors
Massachusetts
$984K +$453K +7,378 New
AWM
267
Altium Wealth Management
New York
$971K +$197K +3,207 +23%
PFM
268
Phillips Financial Management
Indiana
$952K +$71.9K +1,171 +8%
DIA
269
Davidson Investment Advisors
Montana
$949K +$11.6K +189 +1%
EWF
270
Epstein & White Financial
California
$937K +$137K +2,225 +16%
CL
271
Cabana LLC
Arkansas
$914K -$923K -15,017 -48%
QPWM
272
Quadrant Private Wealth Management
Pennsylvania
$906K +$980K +15,955 New
FCA
273
FinTrust Capital Advisors
South Carolina
$904K +$979K +15,931 New
NL
274
NWAM LLC
Washington
$900K -$65.9K -1,073 -6%
PNC Financial Services Group
275
PNC Financial Services Group
Pennsylvania
$893K +$15.3K +249 +2%

ITOT Hedge Fund Activity: Q4 2018 in Review

507 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2018, worth a combined $8.5B — up 5.1% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new ITOT positions and 47 closed out — a net gain of 81 holders — while 203 added to existing stakes and 118 trimmed.

The largest buyer was Bank of America, adding an estimated $1.06B. The largest seller was Milliman Financial Risk Management, cutting an estimated $263M.

  • 507 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2018, up from 429 in Q3 2018.
  • Funds reported $8.5B of iShares Core S&P Total US Stock Market ETF stock for Q4 2018, up 5.1% quarter-over-quarter.
  • 128 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2018 and 47 closed out, a net change of +81 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2018 was Bank of America, an estimated $1.06B added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2018 was Milliman Financial Risk Management, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2018.