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iShares Core S&P Total US Stock Market ETF
ITOT

550 hedge funds and large institutions have $10.7B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $3.88M | Put options by funds: $504K

133% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 39

69% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 144

25% more capital invested

Capital invested by funds: $8.5B → $10.7B (+$2.16B)

8% more funds holding

Funds holding: 507 → 550 (+43)

8% more funds holding in top 10

Funds holding in top 10: 74 → 80 (+6)

0.84% less ownership

Funds ownership: 58.01% → 57.17% (-0.84%)

Holders
550
Holders Change
+43
Holders Change %
+8.48%
% of All Funds
11.9%
Holding in Top 10
80
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.11%
% of All Funds
1.73%
New
91
Increased
243
Reduced
144
Closed
39
Calls
$3.88M
Puts
$504K
Net Calls
+$3.38M
Net Calls Change
+$2.62M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$697M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$602M
3
MFRM
Milliman Financial Risk Management
Illinois
+$227M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$131M
5
BlackRock
BlackRock
New York
+$103M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$996M
2
ACA
Ackerman Capital Advisors
Texas
-$264M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$256M
4
RCAG
Rehmann Capital Advisory Group
Michigan
-$145M
5
NAM
NorthCoast Asset Management
Connecticut
-$132M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
376
American Portfolios Advisors
New York
$474K +$126K +2,029 +38%
DWM
377
Doyle Wealth Management
Florida
$462K +$365K +5,886 +510%
Simplex Trading
378
Simplex Trading
Illinois
$454K +$170K +2,738 +63%
CFG
379
Cooper Financial Group
California
$443K +$427K +6,883 New
RWM
380
Reston Wealth Management
Virginia
$440K +$1.92K +31 +0.5%
GWAG
381
Garrett Wealth Advisory Group
Texas
$437K -$45.2K -728 -10%
GG
382
GenWealth Group
New Jersey
$437K +$930 +15 +0.2%
IAS
383
IMA Advisory Services
Colorado
$427K -$21.3K -343 -5%
HNB
384
Huntington National Bank
Ohio
$424K +$258K +4,164 +172%
PD
385
Planning Directions
Pennsylvania
$422K -$10.9K -176 -3%
BWA
386
Burt Wealth Advisors
Maryland
$409K – – –
CCMD
387
Cypress Capital Management (Delaware)
Delaware
$406K +$17.1K +275 +5%
1IA
388
1834 Investment Advisors
Wisconsin
$405K – – –
ACI
389
Alpha Cubed Investments
California
$396K +$113K +1,822 +42%
SFG
390
StrategIQ Financial Group
Indiana
$395K -$4.96K -80 -1%
CDIA
391
Capital Directions Investment Advisors
Georgia
$394K – – –
WAS
392
WESPAC Advisors SoCal
California
$392K +$378K +6,087 New
PAS
393
Partnervest Advisory Services
California
$391K +$3.72K +60 +1%
OC
394
Oppenheimer & Co
New York
$388K +$374K +6,023 New
SF
395
Synovus Financial
Georgia
$379K +$5.46K +88 +2%
GEA
396
Glen Eagle Advisors
New Jersey
$370K +$64.7K +1,043 +22%
Citigroup
397
Citigroup
New York
$367K -$465K -7,499 -57%
BAAM
398
Baker Avenue Asset Management
California
$366K – – –
NA
399
Nottingham Advisors
New York
$365K +$94K +1,515 +36%
Mercer Global Advisors
400
Mercer Global Advisors
Colorado
$353K +$340K +5,481 New
14 15
16
17 18

ITOT Hedge Fund Activity: Q1 2019 in Review

550 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2019, worth a combined $10.7B — up 25% from $8.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new ITOT positions and 39 closed out — a net gain of 52 holders — while 243 added to existing stakes and 144 trimmed.

The largest buyer was Wells Fargo, adding an estimated $697M. The largest seller was Bank of America, cutting an estimated $996M.

  • 550 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2019, up from 507 in Q4 2018.
  • Funds reported $10.7B of iShares Core S&P Total US Stock Market ETF stock for Q1 2019, up 25% quarter-over-quarter.
  • 91 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2019 and 39 closed out, a net change of +52 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2019 was Wells Fargo, an estimated $697M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2019 was Bank of America, an estimated $996M sold.

Based on aggregated 13F filings for Q1 2019.