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iShares Core S&P Total US Stock Market ETF

692 hedge funds and large institutions have $16.1B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 229 increasing their positions, 291 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,740% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $3.89M

36% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $14.8B → $16.1B (+$1.24B)

1% more funds holding

Funds holding: 684692 (+8)

0.9% less ownership

Funds ownership: 59.78%58.87% (-0.9%)

7% less funds holding in top 10

Funds holding in top 10: 108100 (-8)

21% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 291

Holders
692
Holders Change
+8
Holders Change %
+1.17%
% of All Funds
13.96%
Holding in Top 10
100
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.41%
% of All Funds
2.02%
New
53
Increased
229
Reduced
291
Closed
39
Calls
$71.6M
Puts
$3.89M
Net Calls
+$67.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
251
Capital Advisors Ltd
Ohio
$2.45M +$1.49K +20 +0.1%
MBT
252
Montecito Bank & Trust
California
$2.44M
HIM
253
Hanlon Investment Management
New Jersey
$2.43M -$16.3M -218,174 -87%
AW
254
ACG Wealth
Georgia
$2.37M -$1.07M -14,391 -31%
HI
255
Hudock Inc
Pennsylvania
$2.33M +$32.5K +435 +1%
NFG
256
Nations Financial Group
Iowa
$2.33M -$67.1K -899 -3%
NA
257
NewEdge Advisors
Louisiana
$2.33M -$699K -9,365 -23%
BIP
258
Blueprint Investment Partners
North Carolina
$2.3M -$5.25M -70,318 -72%
APC
259
Aspire Private Capital
North Carolina
$2.3M -$3.51K -47 -0.2%
Wealth Enhancement Advisory Services
260
Wealth Enhancement Advisory Services
Minnesota
$2.27M +$746 +10 +0%
CA
261
Claar Advisors
New York
$2.27M
WANY
262
Wealthspire Advisors (New York)
New York
$2.25M -$125K -1,669 -5%
JP Morgan Chase
263
JP Morgan Chase
New York
$2.23M +$284K +3,806 +15%
FC
264
Ferris Capital
Massachusetts
$2.21M -$164K -2,192 -7%
PFM
265
Phillips Financial Management
Indiana
$2.13M +$214K +2,865 +11%
HR
266
Hayden Royal
North Carolina
$2.09M -$52.8K -708 -2%
JWCA
267
J.W. Cole Advisors
Florida
$2.07M +$891K +11,945 +77%
NB
268
Northwest Bancshares
Pennsylvania
$2.04M -$9.33K -125 -0.5%
TGAM
269
TBH Global Asset Management
Tennessee
$2.03M -$24K -322 -1%
WDL
270
Well Done LLC
Michigan
$2.02M +$53.4K +716 +3%
APSP
271
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.02M +$290K +3,883 +17%
MAP
272
Milestone Advisory Partners
North Carolina
$2.02M +$208K +2,787 +12%
SHWM
273
Silicon Hills Wealth Management
Texas
$2.01M
GG
274
Gofen & Glossberg
Illinois
$1.99M
SFS
275
Sowell Financial Services
Arkansas
$1.94M -$1.31M -17,522 -41%

ITOT Hedge Fund Activity: Q3 2020 in Review

692 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2020, worth a combined $16.1B — up 8.3% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ITOT positions and 39 closed out — a net gain of 14 holders — while 229 added to existing stakes and 291 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $99.5M. The largest seller was Macquarie Group, exiting entirely with an estimated $232M sold.

  • 692 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2020, up from 684 in Q2 2020.
  • Funds reported $16.1B of iShares Core S&P Total US Stock Market ETF stock for Q3 2020, up 8.3% quarter-over-quarter.
  • 53 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2020 and 39 closed out, a net change of +14 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $99.5M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2020 was Macquarie Group, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2020.