We are live on ! Find out more
ITOT icon

iShares Core S&P Total US Stock Market ETF

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: 290307 (+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: 3734 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
301
Bessemer Group
New Jersey
$6K
CPIG
302
Chicago Partners Investment Group
Illinois
$3K
RFA
303
Reilly Financial Advisors
California
$3K
LC
304
Landaas & Company
Wisconsin
$3K +$3.38K +60 New
ECM
305
Exchange Capital Management
Michigan
$1K +$846 +15 New
AC
306
Alleghany Corporation
New York
-$145M -2,613,000 Closed
UWPG
307
Ullmann Wealth Partners Group
Florida
-$23.7M -427,865 Closed
EFS
308
Essex Financial Services
Connecticut
-$1.43M -25,862 Closed
TIM
309
Total Investment Management
Arizona
-$980K -17,685 Closed
PAS
310
Park Avenue Securities
New York
-$808K -14,669 Closed
NFG
311
Noven Financial Group
Colorado
-$332K -5,988 Closed
PA
312
Paracle Advisors
Washington
-$323K -5,830 Closed
Brown Advisory
313
Brown Advisory
Maryland
-$290K -5,219 Closed
FC
314
Ferris Capital
Massachusetts
-$227K -4,088 Closed
SG Americas Securities
315
SG Americas Securities
New York
-$180K -3,250 Closed
RCG
316
Ruggie Capital Group
Florida
-$166K -2,990 Closed
Lazard Asset Management
317
Lazard Asset Management
New York
-$108K -1,950 Closed
BBHC
318
Brown Brothers Harriman & Co
New York
-$29K -525 Closed
BWA
319
BDO Wealth Advisors
Florida
-$23K -415 Closed
BWM
320
Baystate Wealth Management
Massachusetts
-$23K -412 Closed
BRC
321
Bell Rock Capital
Delaware
-$15K -263 Closed
SSB
322
Sandy Spring Bank
Maryland
-$14K -250 Closed
AssetMark Inc
323
AssetMark Inc
California
-$3K -63 Closed
FM
324
Forward Management
California
-$1K -11 Closed
RFM
325
Royal Fund Management
Florida
+$790 +14 New