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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
DE
276
Day & Ennis
Georgia
$1.93M -$220K -2,946 -10%
MWM
277
Maltin Wealth Management
New Jersey
$1.91M -$8.81K -118 -0.5%
JIC
278
Johnson Investment Counsel
Ohio
$1.89M +$36.9K +495 +2%
ECA
279
Elevated Capital Advisors
Utah
$1.89M -$51.9K -696 -3%
FAIM
280
Financial Advocates Investment Management
Washington
$1.88M +$305K +4,084 +20%
WCM
281
Windham Capital Management
Massachusetts
$1.87M
MA
282
Mutual Advisors
Nebraska
$1.84M -$1.17M -15,678 -39%
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$1.79M -$27.5K -368 -2%
BW
284
Bison Wealth
Georgia
$1.75M -$43.9K -588 -2%
QCIG
285
Quad-Cities Investment Group
Iowa
$1.72M +$153K +2,044 +10%
TF
286
TIAA FSB
Florida
$1.7M +$9.63K +129 +0.6%
NFG
287
Next Financial Group
Texas
$1.7M +$439K +5,878 +35%
GRP
288
Global Retirement Partners
California
$1.69M +$113K +1,520 +7%
AL
289
Aspiriant LLC
California
$1.69M +$976K +13,081 +141%
ZIC
290
ZWJ Investment Counsel
Georgia
$1.69M -$87K -1,166 -5%
GT
291
Glenview Trust
Kentucky
$1.67M +$69.1K +926 +4%
AAMC
292
Asset Allocation & Management Company
Illinois
$1.66M
WFA
293
Wade Financial Advisory
California
$1.65M +$9.03K +121 +0.6%
PI
294
Parkside Investments
Illinois
$1.64M
AssetMark Inc
295
AssetMark Inc
California
$1.64M +$1.59M +21,349 +5,560%
FNBTCON
296
First National Bank & Trust Co of Newtown
Pennsylvania
$1.64M
CTC
297
Central Trust Company
Missouri
$1.61M -$100K -1,343 -6%
VIP
298
Viewpoint Investment Partners
Alberta, Canada
$1.57M +$966K +12,950 +135%
PAG
299
Pinnacle Advisory Group
Maryland
$1.55M -$201K -2,700 -12%
BAM
300
Belpointe Asset Management
Nevada
$1.55M +$144K +1,926 +10%

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.