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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
FTI
426
Fiduciary Trust International
Massachusetts
$174K +$3.07K +50 +2%
MOS
427
MGO One Seven
Ohio
$156K -$123K -2,000 -42%
IWA
428
Intercontinental Wealth Advisors
Texas
$151K +$163K +2,655 New
PO
429
Private Ocean
California
$149K -$51.9K -844 -24%
EMG
430
ETF Managers Group
New Jersey
$148K -$5.65K -92 -3%
AIM
431
Advantage Investment Management
Iowa
$140K -$298K -4,857 -66%
HNB
432
Huntington National Bank
Ohio
$137K -$70.7K -1,150 -32%
Fifth Third Bancorp
433
Fifth Third Bancorp
Ohio
$133K +$9.09K +148 +7%
RWG
434
Regal Wealth Group
California
$132K -$85.3K -1,388 -37%
AF
435
Advisornet Financial
Minnesota
$130K +$103K +1,676 +270%
SIS
436
Sound Income Strategies
Florida
$129K -$15.9K -259 -10%
BFEC
437
Benjamin F. Edwards & Company
Missouri
$122K +$12.5K +203 +10%
FDCDDQ
438
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K -$2.46K -40 -2%
CWM
439
Cranbrook Wealth Management
Michigan
$112K
EI
440
Ellevest Inc
New York
$111K +$120K +1,951 New
FANJ
441
Financial Architects (New Jersey)
New Jersey
$102K +$56.9K +926 +108%
SG Americas Securities
442
SG Americas Securities
New York
$101K -$2.39M -38,832 -96%
BAMG
443
Brand Asset Management Group
Missouri
$100K -$8.17K -133 -7%
WAP
444
Wealthcare Advisory Partners
Pennsylvania
$91K -$307K -5,000 -76%
SMFS
445
Squar Milner Financial Services
California
$86K +$369 +6 +0.4%
CAPTRUST Financial Advisors
446
CAPTRUST Financial Advisors
North Carolina
$85K +$6.14K +100 +7%
ACA
447
Ackerman Capital Advisors
Texas
$76K +$265M +4,313,760 New
PK
448
Pflug Koory
Nebraska
$71K +$16.8K +274 +28%
OIA
449
OneDigital Investment Advisors
Kansas
$69K
WAM
450
Wealthspire Advisors (Maryland)
Maryland
$67K

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.