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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
PJSIMP
401
P.J. Schmidt Investment Management (PJS)
Wisconsin
$349K -$181K -2,911 -35%
Susquehanna International Group
402
Susquehanna International Group
Pennsylvania
$338K -$14.8M -238,605 -98%
SCM
403
SOL Capital Management
Maryland
$336K +$806 +13 +0.2%
ECM
404
Exchange Capital Management
Michigan
$331K +$7.44K +120 +2%
AWM
405
Alterna Wealth Management
Texas
$331K +$319K +5,140 New
ESB
406
Essex Savings Bank
Connecticut
$330K -$332K -5,360 -51%
GFP
407
Gryphon Financial Partners
Ohio
$329K -$2.14M -34,502 -87%
M
408
MOTCO
Texas
$329K +$3.41K +55 +1%
WS
409
Wedbush Securities
California
$326K +$9.74K +157 +3%
MWC
410
MKD Wealth Coaches
Michigan
$322K +$5.21K +84 +2%
ACP
411
Arcus Capital Partners
Georgia
$321K +$1.43K +23 +0.5%
VAS
412
Vestmark Advisory Solutions
Massachusetts
$319K +$307K +4,956 New
SF
413
Summit Financial
New Jersey
$318K -$168K -2,704 -35%
VCA
414
Verdence Capital Advisors
Maryland
$314K +$303K +4,880 New
MYIA
415
Mount Yale Investment Advisors
Colorado
$310K +$46.6K +752 +19%
OWM
416
Opes Wealth Management
California
$310K +$299K +4,817 New
MCM
417
Mengis Capital Management
Oregon
$309K +$298K +4,801 New
LBD
418
Landsberg Bennett & Dubbaneh
Florida
$308K +$682 +11 +0.2%
RWA
419
Ropes Wealth Advisors
Massachusetts
$306K – – –
SCM
420
Southport Capital Management
Tennessee
$305K +$294K +4,734 New
LJHT
421
Laurie J. Hall Trustee
$303K – – –
DIA
422
Dana Investment Advisors
Wisconsin
$302K +$1.24K +20 +0.4%
VCM
423
Vivaldi Capital Management
Illinois
$300K +$289K +4,665 New
RA
424
Rational Advisors
New York
$299K +$288K +4,641 New
DAS
425
Dynamic Advisor Solutions
Arizona
$297K -$27.7K -446 -9%
15 16
17
18 19

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.