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iShares Core S&P Total US Stock Market ETF

429 hedge funds and large institutions have $8.09B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 197 increasing their positions, 109 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $882K | Put options by funds: $361K

122% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 23

81% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 109

9% more capital invested

Capital invested by funds: $7.4B → $8.09B (+$682M)

8% more funds holding in top 10

Funds holding in top 10: 5256 (+4)

7% more funds holding

Funds holding: 402429 (+27)

0.6% less ownership

Funds ownership: 51.63%51.03% (-0.6%)

Holders
429
Holders Change
+27
Holders Change %
+6.72%
% of All Funds
9.81%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.28%
New
51
Increased
197
Reduced
109
Closed
23
Calls
$882K
Puts
$361K
Net Calls
+$521K
Net Calls Change
+$781K
Name Holding Trade Value Shares
Change
Change in
Stake
ML
401
McAdam LLC
Pennsylvania
$27K +$852 +13 +3%
SPIA
402
Strategic Point Investment Advisors
Rhode Island
$25.3K +$4.63M +70,734 +23%
TFO
403
Tarbox Family Office
California
$25K
WAS
404
WESPAC Advisors SoCal
California
$25K
GTAM
405
Global Trust Asset Management
Florida
$24K
GAM
406
Gemmer Asset Management
California
$23K +$328 +5 +1%
BWM
407
BerganKDV Wealth Management
Minnesota
$22K +$22K +336 +33,600%
BWA
408
BDO Wealth Advisors
Florida
$21K +$66 +1 +0.3%
SBL
409
Sargent Bickham Lagudis
Colorado
$20K +$6.68K +102 +50%
FEG
410
Financial Enhancement Group
Indiana
$15K
SJIM
411
St. Johns Investment Management
Florida
$14K
ECM
412
Exchange Capital Management
Michigan
$12K +$10.5K +160 +1,067%
QCIG
413
Quad-Cities Investment Group
Iowa
$11K +$5.24K +80 +100%
SCM
414
Southport Capital Management
Tennessee
$11K +$11.3K +172 New
KTC
415
Kistler-Tiffany Companies
Pennsylvania
$10K +$9.96K +152 New
TCOV
416
Trust Company of Vermont
Vermont
$9K -$1.83K -28 -17%
LWA
417
Lowe Wealth Advisors
Maryland
$9K
MFW
418
Mosaic Family Wealth
Missouri
$9K
CB
419
Community Bank
New York
$8K
KF
420
Krilogy Financial
Missouri
$8K +$7.73K +118 New
GP
421
Girard Partners
Pennsylvania
$5K +$5.63K +86 New
SFA
422
Stewardship Financial Advisors
Georgia
$4K +$4.33K +66 New
WSTAM
423
Wilbanks Smith & Thomas Asset Management
Virginia
$4K +$4.39K +67 New
AssetMark Inc
424
AssetMark Inc
California
$3K
CPIG
425
Chicago Partners Investment Group
Illinois
$3K