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iShares Core S&P Total US Stock Market ETF

290 hedge funds and large institutions have $5.03B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 134 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

70% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 79

26% more capital invested

Capital invested by funds: $3.98B → $5.03B (+$1.05B)

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

8% more funds holding

Funds holding: 269290 (+21)

6.6% more ownership

Funds ownership: 49.81%56.41% (+6.6%)

41% less call options, than puts

Call options by funds: $627K | Put options by funds: $1.05M

Holders
290
Holders Change
+21
Holders Change %
+7.81%
% of All Funds
7.23%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.92%
New
35
Increased
134
Reduced
79
Closed
13
Calls
$627K
Puts
$1.05M
Net Calls
-$427K
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
276
Advisory Alpha
Michigan
$10K
WTB
277
Washington Trust Bank
Washington
$10K
LWM
278
Lenox Wealth Management
Ohio
$9K
PWM
279
Perigon Wealth Management
California
$8K
CB
280
Community Bank
New York
$7K
LWA
281
Lowe Wealth Advisors
Maryland
$7K
Bessemer Group
282
Bessemer Group
New Jersey
$6K
CPIG
283
Chicago Partners Investment Group
Illinois
$3K +$2.52K +46 New
RFA
284
Reilly Financial Advisors
California
$3K +$2.63K +48 New
SBL
285
Sargent Bickham Lagudis
Colorado
$3K +$2.63K +48 New
AssetMark Inc
286
AssetMark Inc
California
$3K +$3.46K +63 New
FM
287
Forward Management
California
$1K +$604 +11 New
IWM
288
IHT Wealth Management
Illinois
$16 +$299K +5,456 New
3AM
289
3EDGE Asset Management
Florida
-$14.1M -261,200 Closed
HIM
290
Hanlon Investment Management
New Jersey
-$3.21M -59,421 Closed
OWD
291
Osborn Williams & Donohoe
Ohio
-$2.41M -44,624 Closed
Susquehanna International Group
292
Susquehanna International Group
Pennsylvania
-$2.14M -39,048 Closed
CWM
293
Concert Wealth Management
California
-$2M -38,961 Closed
TW
294
Transform Wealth
Colorado
-$1.35M -24,935 Closed
VKH
295
Virtu KCG Holdings
New York
-$1.07M -19,862 Closed
EWM
296
Empirical Wealth Management
Washington
-$788K -14,586 Closed
MWM
297
Merriman Wealth Management
Washington
-$674K -12,473 Closed
TWMH
298
Tiedemann Wealth Management Holdings
New York
-$473K -8,750 Closed
Bank of Nova Scotia
299
Bank of Nova Scotia
Ontario, Canada
-$237K -4,380 Closed
HR
300
Howe & Rusling
New York
-$196K -3,624 Closed

ITOT Hedge Fund Activity: Q2 2017 in Review

290 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 Q2 2017, worth a combined $5.03B — up 26% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 13 closed out — a net gain of 22 holders — while 134 added to existing stakes and 79 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $800M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $80M.

  • 290 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2017, up from 269 in Q1 2017.
  • Funds reported $5.03B of iShares Core S&P Total US Stock Market ETF stock for Q2 2017, up 26% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2017 and 13 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2017 was TD Ameritrade Investment Management, an estimated $800M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2017 was Thrivent Financial for Lutherans, an estimated $80M sold.

Based on aggregated 13F filings for Q2 2017.