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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
Select Equity Group
276
Select Equity Group
New York
$892K +$966K +15,715 New
CQS
277
Credential Qtrade Securities
$890K +$88K +1,433 +10%
NFG
278
Next Financial Group
Texas
$877K +$619K +10,071 +187%
FC
279
Ferris Capital
Massachusetts
$862K +$933K +15,188 New
GLA
280
Good Life Advisors
Pennsylvania
$828K +$1.04K +17 +0.1%
CHA
281
Cedar Hill Associates
Illinois
$812K -$171K -2,788 -16%
WCM
282
Windsor Capital Management
Arizona
$796K +$25.9K +422 +3%
SFA
283
Sequoia Financial Advisors
Ohio
$788K +$126K +2,056 +17%
FCFC
284
First Commonwealth Financial Corp
Pennsylvania
$777K +$534K +8,697 +174%
Citigroup
285
Citigroup
New York
$749K +$453K +7,372 +127%
FAIM
286
Financial Advocates Investment Management
Washington
$746K -$208K -3,384 -20%
SSW
287
Smith Shellnut Wilson
Mississippi
$744K +$53.5K +871 +7%
BHWM
288
Bar Harbor Wealth Management
New Hampshire
$736K +$796K +12,962 New
MCM
289
Maxim Capital Management
California
$731K +$792K +12,886 New
Jane Street
290
Jane Street
New York
$720K +$779K +12,679 New
DWM
291
Darwin Wealth Management
Florida
$684K -$67.8K -1,104 -8%
TL
292
TrueWealth LLC
Georgia
$682K +$167K +2,713 +29%
OBWP
293
O'Brien Wealth Partners
Massachusetts
$661K -$285K -4,645 -30%
WWM
294
Western Wealth Management
Colorado
$660K +$714K +11,623 New
JWM
295
JGP Wealth Management
Oregon
$655K +$375K +6,101 +112%
PCA
296
Personal Capital Advisors
California
$650K -$23.6M -384,339 -97%
FPGK
297
Financial Partners Group (Kansas)
Kansas
$649K -$9.83K -160 -1%
PG
298
Proffitt & Goodson
Tennessee
$648K +$701K +11,412 New
First Manhattan
299
First Manhattan
New York
$645K +$175K +2,850 +33%
Franklin Resources
300
Franklin Resources
California
$644K -$13.5K -220 -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.