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iShares Core S&P Total US Stock Market ETF

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: 507550 (+43)

8% more funds holding in top 10

Funds holding in top 10: 7480 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CG
426
CFO4Life Group
Texas
$296K
CA
427
Clearstead Advisors
Ohio
$294K +$1.3K +21 +0.5%
CCMG
428
Clark Capital Management Group
Pennsylvania
$289K -$33.7K -544 -11%
GWA
429
Guidant Wealth Advisors
Illinois
$281K +$73.9K +1,191 +38%
WP
430
WealthPLAN Partners
Nebraska
$278K +$43.7K +704 +20%
DWA
431
Dougherty Wealth Advisers
Minnesota
$276K +$13.8K +222 +5%
GWMIA
432
Global Wealth Management Investment Advisory
Florida
$273K -$283K -4,567 -52%
GC
433
Grimes & Company
Massachusetts
$273K -$6.76K -109 -3%
JCM
434
Janney Capital Management
Pennsylvania
$265K +$256K +4,122 New
S
435
SignatureFD
Georgia
$264K +$254K +4,094 New
SFSIG
436
San Francisco Sentry Investment Group
California
$262K
PFPT
437
Pinnacle Financial Partners (Tennessee)
Tennessee
$261K
BPWA
438
Beacon Pointe Wealth Advisors
California
$261K +$10.6K +171 +4%
EAM
439
Evanson Asset Management
California
$258K +$248K +4,000 New
PCA
440
Personal Capital Advisors
California
$256K -$465K -7,492 -65%
MHS
441
M Holdings Securities
Oregon
$256K
WBC
442
West Branch Capital
Massachusetts
$246K +$12.1K +195 +5%
CANC
443
Culbertson A N & Co
Virginia
$245K
SC
444
Scotia Capital
Ontario, Canada
$244K +$234K +3,778 New
GFS
445
GYL Financial Synergies
Connecticut
$243K
PWA
446
Peterson Wealth Advisors
Utah
$242K -$43.9K -708 -16%
CIC
447
Carnegie Investment Counsel
Ohio
$242K
HFS
448
HL Financial Services
Kentucky
$241K -$185K -2,981 -44%
RWG
449
Regal Wealth Group
California
$241K +$88K +1,419 +61%
NEPWA
450
New England Private Wealth Advisors
Massachusetts
$240K +$434 +7 +0.2%

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.