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iShares Core S&P Total US Stock Market ETF

402 hedge funds and large institutions have $7.4B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 104 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 16

77% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 104

10% more capital invested

Capital invested by funds: $6.74B → $7.4B (+$659M)

8% more funds holding in top 10

Funds holding in top 10: 4852 (+4)

7% more funds holding

Funds holding: 375402 (+27)

0.43% less ownership

Funds ownership: 52.06%51.63% (-0.43%)

18% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.47M

Holders
402
Holders Change
+27
Holders Change %
+7.2%
% of All Funds
9.2%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.19%
New
48
Increased
184
Reduced
104
Closed
16
Calls
$1.21M
Puts
$1.47M
Net Calls
-$260K
Net Calls Change
+$468K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$72K -$3.54K -57 -5%
EK
352
Evensky & Katz
Florida
$69K
LNB
353
Ledyard National Bank
$68K
PMFA
354
Plante Moran Financial Advisors
Michigan
$68K +$67.6K +1,088 New
AIA
355
Armor Investment Advisors
North Carolina
$65K
JWA
356
JFS Wealth Advisors
Pennsylvania
$65K +$58.3K +938 +885%
AWM
357
Avior Wealth Management
Nebraska
$64K
PCP
358
Proficio Capital Partners
Massachusetts
$63K
PK
359
Pflug Koory
Nebraska
$61K +$19.2K +309 +46%
WA
360
WealthTrust-Arizona
Arizona
$60K
HS
361
Horan Securities
United States
$57K +$31.1K +500 +133%
GRP
362
Global Retirement Partners
California
$55K
GI
363
Gradient Investments
Minnesota
$53K -$80.2K -1,290 -61%
FANJ
364
Financial Architects (New Jersey)
New Jersey
$53K +$30K +483 +130%
RCG
365
Ruggie Capital Group
Florida
$52K +$51.2K +824 New
AOWM
366
Alpha Omega Wealth Management
Virginia
$50K +$49.7K +800 New
RWG
367
Regal Wealth Group
California
$48K -$209K -3,365 -81%
CAW
368
Cornerstone Advisors (Washington)
Washington
$48K +$47.2K +760 New
RE
369
RBC Europe
United Kingdom
$47.5K
WEC
370
Winslow Evans & Crocker
Massachusetts
$42K
AF
371
Advisornet Financial
Minnesota
$40K +$1.49K +24 +4%
Barclays
372
Barclays
United Kingdom
$39K
FA
373
Fortis Advisors
Pennsylvania
$33K
CPA
374
Clear Perspective Advisors
Illinois
$27K
PCTC
375
Perkins Coie Trust Company
Washington
$27K

ITOT Hedge Fund Activity: Q2 2018 in Review

402 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2018, worth a combined $7.4B — up 9.8% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ITOT positions and 16 closed out — a net gain of 32 holders — while 184 added to existing stakes and 104 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $86.3M. The largest seller was Brown Brothers Harriman & Co, exiting entirely with an estimated $40.4M sold.

  • 402 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2018, up from 375 in Q1 2018.
  • Funds reported $7.4B of iShares Core S&P Total US Stock Market ETF stock for Q2 2018, up 9.8% quarter-over-quarter.
  • 48 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2018 and 16 closed out, a net change of +32 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $86.3M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2018 was Brown Brothers Harriman & Co, an estimated $40.4M sold.

Based on aggregated 13F filings for Q2 2018.