We are live on ! Find out more
ITOT icon

iShares Core S&P Total US Stock Market ETF

581 hedge funds and large institutions have $14.3B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 253 increasing their positions, 186 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.28M

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

36% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 186

15% more capital invested

Capital invested by funds: $12.4B → $14.3B (+$1.81B)

3% more funds holding

Funds holding: 563581 (+18)

1.22% more ownership

Funds ownership: 58.59%59.82% (+1.2%)

1% more funds holding in top 10

Funds holding in top 10: 8990 (+1)

Holders
581
Holders Change
+18
Holders Change %
+3.2%
% of All Funds
12.74%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.97%
New
52
Increased
253
Reduced
186
Closed
30
Calls
$3.65M
Puts
$1.28M
Net Calls
+$2.37M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
251
TIAA FSB
Florida
$2.09M +$553K +8,251 +36%
GG
252
Gofen & Glossberg
Illinois
$2.06M
SF
253
Summit Financial
New Jersey
$2.02M +$462K +6,889 +34%
NL
254
NWAM LLC
Washington
$2.01M +$313K +4,669 +18%
TW
255
Transform Wealth
Colorado
$2.01M +$9.11K +136 +0.5%
I
256
INVST
Indiana
$2M +$1.8M +26,895 +813%
APSP
257
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.98M -$67.3K -1,004 -3%
HI
258
Hudock Inc
Pennsylvania
$1.97M +$86K +1,283 +5%
Northern Trust
259
Northern Trust
Illinois
$1.96M +$32.1K +479 +2%
AI
260
Accredited Investors
Minnesota
$1.93M +$72.2K +1,078 +4%
FWP
261
FAS Wealth Partners
Kansas
$1.93M -$87.1K -1,300 -4%
PAG
262
Pinnacle Advisory Group
Maryland
$1.91M
WDL
263
Well Done LLC
Michigan
$1.88M -$313K -4,672 -14%
CS
264
Credit Suisse
Switzerland
$1.86M +$67K +1,000 +4%
CAL
265
Capital Advisors Ltd
Ohio
$1.84M
TL
266
TrueWealth LLC
Georgia
$1.82M +$108K +1,619 +6%
CQS
267
Credential Qtrade Securities
$1.82M +$117K +1,747 +7%
Manulife (Manufacturers Life Insurance)
268
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.77M +$500K +7,455 +39%
JF
269
JSF Financial
California
$1.71M -$387K -5,781 -18%
Cetera Investment Advisers
270
Cetera Investment Advisers
Illinois
$1.69M -$3.22K -48 -0.2%
SMM
271
Stadion Money Management
Georgia
$1.69M -$122K -1,820 -7%
WCM
272
Windham Capital Management
Massachusetts
$1.66M
Comerica Bank
273
Comerica Bank
Texas
$1.63M -$55.5K -828 -3%
Wealth Enhancement Advisory Services
274
Wealth Enhancement Advisory Services
Minnesota
$1.59M +$348K +5,199 +28%
MCM
275
Maxim Capital Management
California
$1.58M +$22.9K +342 +1%

ITOT Hedge Fund Activity: Q3 2019 in Review

581 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2019, worth a combined $14.3B — up 15% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ITOT positions and 30 closed out — a net gain of 22 holders — while 253 added to existing stakes and 186 trimmed.

The largest buyer was Wells Fargo, adding an estimated $543M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $76.2M.

  • 581 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2019, up from 563 in Q2 2019.
  • Funds reported $14.3B of iShares Core S&P Total US Stock Market ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2019 and 30 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2019 was Wells Fargo, an estimated $543M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2019 was Thrivent Financial for Lutherans, an estimated $76.2M sold.

Based on aggregated 13F filings for Q3 2019.