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iShares Core S&P Total US Stock Market ETF
ITOT

307 hedge funds and large institutions have $6.15B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 142 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $582K

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

82% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 78

22% more capital invested

Capital invested by funds: $5.03B → $6.15B (+$1.12B)

6% more funds holding

Funds holding: 290 → 307 (+17)

1.15% less ownership

Funds ownership: 56.41% → 55.25% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 37 → 34 (-3)

Holders
307
Holders Change
+17
Holders Change %
+5.86%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.85%
New
39
Increased
142
Reduced
78
Closed
20
Calls
$1.16M
Puts
$582K
Net Calls
+$578K
Net Calls Change
+$1M

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$612M
2
BlackRock
BlackRock
New York
+$193M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$118M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$61.5M
5
LPL Financial
LPL Financial
California
+$26.6M

Top Sellers

1
AC
Alleghany Corporation
New York
-$145M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$74.7M
3
AC
Allstate Corporation
Illinois
-$46.3M
4
UWPG
Ullmann Wealth Partners Group
Florida
-$23.7M
5
SS
Simplicity Solutions
Minnesota
-$7.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
276
Rowland Carmichael Advisors
Arizona
$55K – – –
WA
277
WealthTrust-Arizona
Arizona
$55K – – –
AWM
278
Avior Wealth Management
Nebraska
$49K – – –
GRP
279
Global Retirement Partners
California
$47K -$677 -12 -1%
TWA
280
TCI Wealth Advisors
Arizona
$44K – – –
RE
281
RBC Europe
United Kingdom
$43.8K +$42.9K +760 New
CFD
282
Creative Financial Designs
Indiana
$40K – – –
PK
283
Pflug Koory
Nebraska
$33K – – –
FA
284
Fortis Advisors
Pennsylvania
$30K +$29.2K +518 New
HS
285
Horan Securities
United States
$27K +$1.3K +23 +5%
PCTC
286
Perkins Coie Trust Company
Washington
$25K – – –
FPFS
287
First Personal Financial Services
North Carolina
$23K – – –
FANJ
288
Financial Architects (New Jersey)
New Jersey
$21K – – –
GAM
289
Gemmer Asset Management
California
$19K – – –
LNWWM
290
Laird Norton Wetherby Wealth Management
California
$16K +$16.1K +286 New
WEC
291
Winslow Evans & Crocker
Massachusetts
$12.7K -$44.3K -785 -78%
SJIM
292
St. Johns Investment Management
Florida
$12K – – –
SBL
293
Sargent Bickham Lagudis
Colorado
$12K +$8.57K +152 +317%
WTB
294
Washington Trust Bank
Washington
$11K – – –
AC
295
Alexandria Capital
Virginia
$11K +$56 +1 +0.5%
LWM
296
Lenox Wealth Management
Ohio
$8K – – –
LWA
297
Lowe Wealth Advisors
Maryland
$8K – – –
PWM
298
Perigon Wealth Management
California
$8K – – –
CB
299
Community Bank
New York
$7K – – –
WT
300
Whittier Trust
California
$7K +$7.05K +125 New
9 10 11
12
13

ITOT Hedge Fund Activity: Q3 2017 in Review

307 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 Q3 2017, worth a combined $6.15B — up 22% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ITOT positions and 20 closed out — a net gain of 19 holders — while 142 added to existing stakes and 78 trimmed.

The largest buyer was Milliman Financial Risk Management, adding an estimated $612M. The largest seller was Alleghany Corporation, exiting entirely with an estimated $145M sold.

  • 307 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2017, up from 290 in Q2 2017.
  • Funds reported $6.15B of iShares Core S&P Total US Stock Market ETF stock for Q3 2017, up 22% quarter-over-quarter.
  • 39 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2017 and 20 closed out, a net change of +19 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2017 was Milliman Financial Risk Management, an estimated $612M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2017 was Alleghany Corporation, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2017.