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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
EW
351
Evoke Wealth
California
$1.01M
IAN
352
Integrated Advisors Network
Texas
$1M +$776K +10,398 +361%
TVAMP
353
Tennessee Valley Asset Management Partners
Tennessee
$997K -$897K -12,022 -48%
TPA
354
Trivium Point Advisory
Connecticut
$991K +$3.36K +45 +0.3%
LFAS
355
Level Four Advisory Services
Texas
$973K -$268K -3,586 -22%
APA
356
American Portfolios Advisors
New York
$966K +$18.2K +244 +2%
PP
357
Palladium Partners
Virginia
$962K -$8.36K -112 -0.9%
CFA
358
Cahill Financial Advisors
Minnesota
$957K -$27.5K -368 -3%
BSW
359
Buckingham Strategic Wealth
Missouri
$956K -$343K -4,601 -27%
AIP
360
Almanack Investment Partners
Pennsylvania
$938K +$871K +11,670 New
CPIG
361
Chicago Partners Investment Group
Illinois
$923K +$160K +2,144 +22%
SMG
362
Spectrum Management Group
Indiana
$922K -$772K -10,342 -46%
Brown Advisory
363
Brown Advisory
Maryland
$920K +$67.2K +900 +8%
MGIA
364
Matthew Goff Investment Advisor
Texas
$919K +$399K +5,344 +78%
RIG
365
Roosevelt Investment Group
New York
$894K
MWM
366
Merriman Wealth Management
Washington
$892K +$7.39K +99 +0.8%
RPC
367
Rossmore Private Capital
Connecticut
$879K
EA
368
Efficient Advisors
Ohio
$870K -$117K -1,571 -12%
CI
369
Cordant Inc
Oregon
$868K -$241K -3,224 -22%
BFA
370
Beacon Financial Advisory
Ohio
$865K +$403K +5,404 +89%
VCP
371
Vista Capital Partners
Oregon
$864K
CA
372
Claro Advisors
Massachusetts
$862K -$21K -282 -2%
MCM
373
MAI Capital Management
Ohio
$855K -$20K -268 -2%
PG
374
Proffitt & Goodson
Tennessee
$851K -$20.2K -271 -2%
KM
375
Kalos Management
Georgia
$850K +$786K +10,532 New

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.