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iShares Core S&P Total US Stock Market ETF

507 hedge funds and large institutions have $8.5B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 203 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $329K

172% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 47

72% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 118

32% more funds holding in top 10

Funds holding in top 10: 5674 (+18)

18% more funds holding

Funds holding: 429507 (+78)

6.98% more ownership

Funds ownership: 51.03%58.01% (+7%)

5% more capital invested

Capital invested by funds: $8.09B → $8.5B (+$415M)

Holders
507
Holders Change
+78
Holders Change %
+18.18%
% of All Funds
11.3%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
1.65%
New
128
Increased
203
Reduced
118
Closed
47
Calls
$1.09M
Puts
$329K
Net Calls
+$761K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
376
SOL Capital Management
Maryland
$295K
M
377
MOTCO
Texas
$287K -$2.15K -35 -0.7%
CCMG
378
Clark Capital Management Group
Pennsylvania
$286K +$10.8K +176 +4%
ECM
379
Exchange Capital Management
Michigan
$285K +$298K +4,848 +2,770%
ACP
380
Arcus Capital Partners
Georgia
$282K +$3.5K +57 +1%
WS
381
Wedbush Securities
California
$279K +$37K +603 +14%
MWC
382
MKD Wealth Coaches
Michigan
$279K +$302K +4,923 New
NA
383
Nottingham Advisors
New York
$277K
OA
384
Opes Advisors
California
$270K -$92.8K -1,511 -24%
AA
385
Advisory Alpha
Michigan
$270K +$268K +4,361 New
RWA
386
Ropes Wealth Advisors
Massachusetts
$269K
GEA
387
Glen Eagle Advisors
New Jersey
$267K +$12.6K +205 +5%
LBD
388
Landsberg Bennett & Dubbaneh
Florida
$267K +$289K +4,710 New
DIA
389
Dana Investment Advisors
Wisconsin
$265K -$788K -12,822 -73%
BFG
390
Beacon Financial Group
Texas
$264K
VWM
391
Venturi Wealth Management
Texas
$264K +$293K +4,763 New
CG
392
CFO4Life Group
Texas
$261K
Chevy Chase Trust
393
Chevy Chase Trust
Maryland
$258K -$753K -12,263 -73%
CA
394
Clearstead Advisors
Ohio
$258K +$10.8K +175 +4%
PG
395
Patten Group
Tennessee
$256K -$31K -505 -10%
MYIA
396
Mount Yale Investment Advisors
Colorado
$251K +$123K +2,010 +98%
DWA
397
Dougherty Wealth Advisers
Minnesota
$251K +$250K +4,070 New
PWA
398
Peterson Wealth Advisors
Utah
$248K +$16.5K +269 +7%
GC
399
Grimes & Company
Massachusetts
$247K
ACI
400
Alpha Cubed Investments
California
$245K -$20.9K -340 -7%

ITOT Hedge Fund Activity: Q4 2018 in Review

507 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2018, worth a combined $8.5B — up 5.1% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new ITOT positions and 47 closed out — a net gain of 81 holders — while 203 added to existing stakes and 118 trimmed.

The largest buyer was Bank of America, adding an estimated $1.06B. The largest seller was Milliman Financial Risk Management, cutting an estimated $263M.

  • 507 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2018, up from 429 in Q3 2018.
  • Funds reported $8.5B of iShares Core S&P Total US Stock Market ETF stock for Q4 2018, up 5.1% quarter-over-quarter.
  • 128 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2018 and 47 closed out, a net change of +81 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2018 was Bank of America, an estimated $1.06B added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2018 was Milliman Financial Risk Management, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2018.