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iShares Core S&P Total US Stock Market ETF

581 hedge funds and large institutions have $14.3B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 253 increasing their positions, 186 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.28M

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

36% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 186

15% more capital invested

Capital invested by funds: $12.4B → $14.3B (+$1.81B)

3% more funds holding

Funds holding: 563581 (+18)

1.22% more ownership

Funds ownership: 58.59%59.82% (+1.2%)

1% more funds holding in top 10

Funds holding in top 10: 8990 (+1)

Holders
581
Holders Change
+18
Holders Change %
+3.2%
% of All Funds
12.74%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.97%
New
52
Increased
253
Reduced
186
Closed
30
Calls
$3.65M
Puts
$1.28M
Net Calls
+$2.37M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
301
Archer Investment Corporation
Indiana
$1.29M
BPWA
302
Beacon Pointe Wealth Advisors
California
$1.26M +$972K +14,513 +339%
AIM
303
Advantage Investment Management
Iowa
$1.25M +$1.01M +15,040 +419%
NS
304
NewDay Solutions
New Hampshire
$1.23M +$9.04K +135 +0.7%
OFG
305
Oxford Financial Group
Indiana
$1.23M
NAS
306
Nicolet Advisory Services
Wisconsin
$1.21M +$125K +1,864 +11%
PPP
307
Private Portfolio Partners
New Jersey
$1.21M -$1.24M -18,522 -51%
Lido Advisors
308
Lido Advisors
California
$1.21M +$106K +1,577 +10%
NAM
309
NorthCoast Asset Management
Connecticut
$1.21M -$8.44K -126 -0.7%
KA
310
Kovack Advisors
Florida
$1.19M +$504K +7,522 +73%
Millennium Management
311
Millennium Management
New York
$1.19M -$495K -7,384 -29%
CGA
312
Crescent Grove Advisors
Illinois
$1.19M
SG
313
StoneX Group
New York
$1.19M -$73.4K -1,095 -6%
BFWA
314
Benchmark Financial Wealth Advisors
Florida
$1.18M +$1.17M +17,514 New
AA
315
Advisory Alpha
Michigan
$1.17M +$20.4K +305 +2%
PFM
316
Phillips Financial Management
Indiana
$1.16M +$110K +1,646 +11%
PG
317
Patten Group
Tennessee
$1.15M +$446K +6,660 +63%
PNC Financial Services Group
318
PNC Financial Services Group
Pennsylvania
$1.14M +$55.7K +831 +5%
VFA
319
Voya Financial Advisors
Connecticut
$1.13M -$221K -3,299 -16%
NFG
320
Next Financial Group
Texas
$1.13M -$45.9K -685 -4%
BSW
321
Buckingham Strategic Wealth
Missouri
$1.12M -$40.9K -611 -4%
AEPG
322
American Economic Planning Group
New Jersey
$1.11M
PFA
323
Pettinga Financial Advisors
Indiana
$1.11M +$329K +4,903 +42%
HNB
324
Huntington National Bank
Ohio
$1.06M
RIA
325
Realta Investment Advisors
Delaware
$1.05M +$29.3K +438 +3%

ITOT Hedge Fund Activity: Q3 2019 in Review

581 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2019, worth a combined $14.3B — up 15% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ITOT positions and 30 closed out — a net gain of 22 holders — while 253 added to existing stakes and 186 trimmed.

The largest buyer was Wells Fargo, adding an estimated $543M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $76.2M.

  • 581 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2019, up from 563 in Q2 2019.
  • Funds reported $14.3B of iShares Core S&P Total US Stock Market ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2019 and 30 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2019 was Wells Fargo, an estimated $543M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2019 was Thrivent Financial for Lutherans, an estimated $76.2M sold.

Based on aggregated 13F filings for Q3 2019.