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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
RJT
326
Raymond James Trust
Florida
$1.05M +$75.6K +1,128 +8%
PIMG
327
Patriot Investment Management Group
Tennessee
$1.03M -$54.7K -817 -5%
Franklin Resources
328
Franklin Resources
California
$1.02M +$41.5K +620 +4%
WCG
329
Weaver Consulting Group
California
$1.02M
DWM
330
Dakota Wealth Management
Florida
$1.02M +$246K +3,667 +32%
EA
331
Efficient Advisors
Ohio
$1.01M -$451K -6,727 -31%
GRP
332
Global Retirement Partners
California
$1M -$2.95K -44 -0.3%
BHWM
333
Bar Harbor Wealth Management
New Hampshire
$949K +$71.8K +1,071 +8%
GLA
334
Good Life Advisors
Pennsylvania
$945K -$39.7K -593 -4%
FCFC
335
First Commonwealth Financial Corp
Pennsylvania
$919K
HFA
336
High Falls Advisors
New York
$899K -$55.3K -826 -6%
APA
337
American Portfolios Advisors
New York
$895K +$60.8K +907 +7%
CGL
338
Clarius Group LLC
Washington
$890K +$889K +13,274 New
OFG
339
OmniStar Financial Group
North Carolina
$878K -$77.3K -1,153 -8%
JMPWA
340
JP Morgan Private Wealth Advisors
California
$851K +$251K +3,747 +42%
US Bancorp
341
US Bancorp
Minnesota
$844K +$116K +1,732 +16%
EW
342
Evoke Wealth
California
$835K +$834K +12,450 New
SAA
343
Southeast Asset Advisors
Georgia
$814K +$813K +12,135 New
SAM
344
Shamrock Asset Management
Texas
$812K +$259K +3,860 +47%
HSA
345
HBK Sorce Advisory
Pennsylvania
$803K +$108K +1,618 +16%
PWP
346
Personal Wealth Partners
Minnesota
$795K +$14.8K +221 +2%
MSA
347
Marino Stram & Associates
Massachusetts
$776K +$134 +2 +0%
First Manhattan
348
First Manhattan
New York
$770K
VHAM
349
Van Hulzen Asset Management
California
$769K +$26.5K +395 +4%
VCP
350
Vista Capital Partners
Oregon
$768K

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.