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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
VPIM
301
Vanguard Personalized Indexing Management
California
$1.55M +$1.53M +20,512 New
IC
302
Inverness Counsel
New York
$1.53M
Franklin Resources
303
Franklin Resources
California
$1.52M +$366K +4,909 +32%
DWM
304
Dakota Wealth Management
Florida
$1.52M +$90.1K +1,208 +6%
FC
305
Financial Consulate
Maryland
$1.48M
RIA
306
Realta Investment Advisors
Delaware
$1.47M +$28.6K +383 +2%
W
307
Wealthquest
Ohio
$1.46M -$255K -3,418 -15%
GVAG
308
Great Valley Advisor Group
Delaware
$1.45M -$671K -8,995 -32%
DA
309
Doliver Advisors
Texas
$1.45M -$350K -4,690 -20%
KA
310
Kovack Advisors
Florida
$1.45M -$66.3K -888 -4%
JMPWA
311
JP Morgan Private Wealth Advisors
California
$1.45M +$311K +4,168 +28%
US Bancorp
312
US Bancorp
Minnesota
$1.41M +$238K +3,183 +21%
JIC
313
Joel Isaacson & Co
New York
$1.4M +$151K +2,030 +12%
PFM
314
Peak Financial Management
Massachusetts
$1.39M +$63.2K +847 +5%
TW
315
Transform Wealth
Colorado
$1.39M -$68.1K -913 -5%
OFG
316
Oxford Financial Group
Indiana
$1.38M
NAM
317
NorthCoast Asset Management
Connecticut
$1.37M +$1.94K +26 +0.1%
PP
318
Paloma Partners
Connecticut
$1.35M -$3.96M -53,077 -75%
WOSD
319
WFA of San Diego
California
$1.35M -$418K -5,595 -24%
AI
320
Accredited Investors
Minnesota
$1.34M -$917K -12,284 -41%
SC
321
Savant Capital
Illinois
$1.33M -$458K -6,143 -26%
HC
322
Hamilton Capital
Ohio
$1.33M
NCM
323
Northwest Capital Management
Oregon
$1.33M -$56.3K -754 -4%
BPA
324
Beacon Pointe Advisors
California
$1.31M +$696K +9,333 +117%
JF
325
JSF Financial
California
$1.28M -$198K -2,651 -13%

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.