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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
BFA
351
Beaumont Financial Advisors
Massachusetts
$768K +$767K +11,446 New
PG
352
Proffitt & Goodson
Tennessee
$757K
VWA
353
V Wealth Advisors
Kansas
$750K -$80.5K -1,202 -10%
FCI
354
Financial Counselors Inc
Kansas
$750K -$9.38K -140 -1%
DWM
355
Darwin Wealth Management
Florida
$745K -$21.1K -315 -3%
OIA
356
OneDigital Investment Advisors
Kansas
$735K +$255K +3,800 +53%
TPA
357
Trivium Point Advisory
Connecticut
$733K +$31K +463 +4%
WIA
358
World Investment Advisors
California
$722K +$17.8K +265 +3%
FNC
359
First National Corp
Massachusetts
$721K +$18.1K +270 +3%
AP
360
Arlington Partners
Alabama
$708K
AWM
361
Avior Wealth Management
Nebraska
$700K -$13.7K -204 -2%
WP
362
WealthSource Partners
California
$700K +$134K +2,003 +24%
CSIC
363
Clifford Swan Investment Counsel
California
$692K
WCM
364
Windsor Capital Management
Arizona
$682K -$126K -1,885 -16%
ZIC
365
ZWJ Investment Counsel
Georgia
$663K +$4.56K +68 +0.7%
EA
366
Elm Advisors
California
$662K +$1.68K +25 +0.3%
QCIG
367
Quad-Cities Investment Group
Iowa
$657K +$290K +4,325 +78%
PFM
368
Peak Financial Management
Massachusetts
$651K +$36.6K +546 +6%
TP
369
Tranquility Partners
Tennessee
$639K +$14.7K +219 +2%
PAS
370
Partnervest Advisory Services
California
$638K +$230K +3,426 +56%
RWM
371
Reston Wealth Management
Virginia
$635K +$134 +2 +0%
SCM
372
Smith Capital Management
Arkansas
$632K -$9.38K -140 -1%
SFG
373
StrategIQ Financial Group
Indiana
$629K +$74.5K +1,112 +13%
ACP
374
Aveo Capital Partners
Colorado
$622K -$42.5K -634 -7%
WCM
375
WealthBridge Capital Management
Ohio
$616K +$172K +2,561 +39%

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.