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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
FPFS
376
First Personal Financial Services
North Carolina
$25K
ML
377
McAdam LLC
Pennsylvania
$24K +$24.2K +390 New
TFO
378
Tarbox Family Office
California
$23K
RFM
379
Royal Fund Management
Florida
$22K +$22.1K +356 New
GTAM
380
Global Trust Asset Management
Florida
$22K +$22.3K +359 New
GAM
381
Gemmer Asset Management
California
$21K +$435 +7 +2%
BWA
382
BDO Wealth Advisors
Florida
$20K -$3.73K -60 -16%
FEG
383
Financial Enhancement Group
Indiana
$14K
PFGIA
384
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$206K -3,311 -94%
SJIM
385
St. Johns Investment Management
Florida
$13K
SBL
386
Sargent Bickham Lagudis
Colorado
$13K +$8.57K +138 +206%
WTB
387
Washington Trust Bank
Washington
$12K
FIA
388
FNY Investment Advisers
New York
$11K +$11.2K +180 New
TCOV
389
Trust Company of Vermont
Vermont
$10K -$3.67K -59 -26%
MFW
390
Mosaic Family Wealth
Missouri
$9K
CB
391
Community Bank
New York
$8K
LWA
392
Lowe Wealth Advisors
Maryland
$8K
QCIG
393
Quad-Cities Investment Group
Iowa
$5K +$4.97K +80 New
AssetMark Inc
394
AssetMark Inc
California
$3K -$11.6K -186 -82%
RFA
395
Reilly Financial Advisors
California
$3K
CPIG
396
Chicago Partners Investment Group
Illinois
$3K +$435 +7 +15%
PP
397
Pension Partners
New York
$1.95K
ECM
398
Exchange Capital Management
Michigan
$1K
JA
399
JOYN Advisors
Georgia
$1K
NA
400
NewEdge Advisors
Louisiana
$255 +$253K +4,067 New

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.