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iShares Core S&P Total US Stock Market ETF

692 hedge funds and large institutions have $16.1B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 229 increasing their positions, 291 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,740% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $3.89M

36% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $14.8B → $16.1B (+$1.24B)

1% more funds holding

Funds holding: 684692 (+8)

0.9% less ownership

Funds ownership: 59.78%58.87% (-0.9%)

7% less funds holding in top 10

Funds holding in top 10: 108100 (-8)

21% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 291

Holders
692
Holders Change
+8
Holders Change %
+1.17%
% of All Funds
13.96%
Holding in Top 10
100
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.41%
% of All Funds
2.02%
New
53
Increased
229
Reduced
291
Closed
39
Calls
$71.6M
Puts
$3.89M
Net Calls
+$67.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
401
Wedbush Securities
California
$694K +$13.5K +181 +2%
PCWA
402
Pacific Capital Wealth Advisors
California
$691K +$6.72K +90 +1%
LA
403
LexAurum Advisors
Kansas
$690K +$38.2K +512 +6%
WCG
404
Weaver Consulting Group
California
$666K -$128K -1,720 -16%
Renaissance Technologies
405
Renaissance Technologies
New York
$664K -$694K -9,300 -51%
PWM
406
PBMares Wealth Management
Virginia
$663K -$40.4K -541 -6%
CA
407
Clearstead Advisors
Ohio
$658K +$125K +1,669 +24%
ACI
408
Alpha Cubed Investments
California
$643K -$331K -4,440 -34%
OC
409
Oppenheimer & Co
New York
$643K -$4.03K -54 -0.6%
NPF
410
Norris Perne & French
Michigan
$638K +$298 +4 +0%
CGA
411
Crescent Grove Advisors
Illinois
$628K -$312K -4,178 -33%
TF
412
TimeScale Financial
Massachusetts
$621K +$2.69K +36 +0.4%
PA
413
PFG Advisors
Arizona
$619K -$63.4K -850 -10%
TFA
414
Teamwork Financial Advisors
Texas
$614K +$391K +5,235 +180%
CWC
415
Carolinas Wealth Consulting
North Carolina
$612K -$31.3K -420 -5%
MM
416
Meridian Management
Arkansas
$611K
WCWM
417
Willow Creek Wealth Management
California
$605K
RA
418
RFG Advisory
Alabama
$603K -$173K -2,319 -22%
CS
419
Credit Suisse
Switzerland
$602K
PWP
420
Personal Wealth Partners
Minnesota
$600K -$84.2K -1,128 -12%
HWA
421
HCR Wealth Advisors
California
$600K
EA
422
Elm Advisors
California
$587K +$2.76K +37 +0.5%
MAS
423
Madden Advisory Services
Florida
$586K +$178K +2,379 +44%
LAS
424
Lloyd Advisory Services
Georgia
$579K -$113K -1,511 -16%
KFA
425
Kays Financial Advisory
Georgia
$572K -$104K -1,397 -16%

ITOT Hedge Fund Activity: Q3 2020 in Review

692 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2020, worth a combined $16.1B — up 8.3% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ITOT positions and 39 closed out — a net gain of 14 holders — while 229 added to existing stakes and 291 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $99.5M. The largest seller was Macquarie Group, exiting entirely with an estimated $232M sold.

  • 692 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2020, up from 684 in Q2 2020.
  • Funds reported $16.1B of iShares Core S&P Total US Stock Market ETF stock for Q3 2020, up 8.3% quarter-over-quarter.
  • 53 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2020 and 39 closed out, a net change of +14 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $99.5M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2020 was Macquarie Group, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2020.