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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
MSA
301
Marino Stram & Associates
Massachusetts
$633K -$39.3K -640 -5%
OFW
302
Omnia Family Wealth
Florida
$630K +$609K +9,912 +840%
FIA
303
Foundations Investment Advisors
Arizona
$626K -$2.04M -33,228 -77%
SC
304
Savant Capital
Illinois
$621K +$486K +7,915 +262%
US Bancorp
305
US Bancorp
Minnesota
$605K -$90K -1,464 -12%
ESB
306
Essex Savings Bank
Connecticut
$595K +$645K +10,490 New
TPA
307
Trivium Point Advisory
Connecticut
$594K +$643K +10,467 New
VHAM
308
Van Hulzen Asset Management
California
$590K +$46.5K +757 +8%
SB
309
Strategic Blueprint
Georgia
$579K +$626K +10,196 New
VWA
310
V Wealth Advisors
Kansas
$578K -$184K -2,988 -23%
CA
311
Claro Advisors
Massachusetts
$576K +$531K +8,641 New
HPC
312
Hobart Private Capital
North Carolina
$564K +$6.27K +102 +1%
Deutsche Bank
313
Deutsche Bank
Germany
$561K +$608K +9,890 New
AWC
314
Abundance Wealth Counselors
Pennsylvania
$559K +$605K +9,849 New
FCI
315
Financial Counselors Inc
Kansas
$558K +$604K +9,831 New
EA
316
Elm Advisors
California
$553K +$598K +9,735 New
SCM
317
Smith Capital Management
Arkansas
$553K +$599K +9,745 New
ZIC
318
ZWJ Investment Counsel
Georgia
$551K +$45.8K +745 +8%
CGL
319
Clarius Group LLC
Washington
$545K +$590K +9,602 New
WIM
320
Westside Investment Management
California
$545K +$590K +9,600 New
PP
321
Palladium Partners
Virginia
$523K +$28.3K +460 +5%
SMC
322
Smith, Moore & Co
Missouri
$513K -$2.81M -45,725 -83%
VAM
323
Visionary Asset Management
Texas
$507K -$22.1K -359 -4%
CFD
324
Creative Financial Designs
Indiana
$504K +$6.39K +104 +1%
GWMIA
325
Global Wealth Management Investment Advisory
Florida
$500K +$541K +8,808 New

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.