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iShares Core S&P Total US Stock Market ETF

581 hedge funds and large institutions have $14.3B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 253 increasing their positions, 186 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.28M

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

36% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 186

15% more capital invested

Capital invested by funds: $12.4B → $14.3B (+$1.81B)

3% more funds holding

Funds holding: 563581 (+18)

1.22% more ownership

Funds ownership: 58.59%59.82% (+1.2%)

1% more funds holding in top 10

Funds holding in top 10: 8990 (+1)

Holders
581
Holders Change
+18
Holders Change %
+3.2%
% of All Funds
12.74%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.97%
New
52
Increased
253
Reduced
186
Closed
30
Calls
$3.65M
Puts
$1.28M
Net Calls
+$2.37M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
426
Dougherty Wealth Advisers
Minnesota
$400K -$13.6K -203 -3%
W
427
WealthStone
Ohio
$398K +$398K +5,940 New
OC
428
Oppenheimer & Co
New York
$397K -$5.16K -77 -1%
PA
429
Pinnacle Associates
New York
$394K -$28.1K -419 -7%
SF
430
Synovus Financial
Georgia
$392K
PFGIA
431
Patriot Financial Group Insurance Agency
Massachusetts
$390K +$178K +2,654 +84%
PWMAG
432
Pinnacle Wealth Management Advisory Group
New Jersey
$384K -$28.1K -419 -7%
CGFA
433
Colton Groome Financial Advisors
North Carolina
$379K +$14.4K +215 +4%
AWA
434
Arete Wealth Advisors
Illinois
$378K +$377K +5,629 New
HIS
435
Harvest Investment Services
Illinois
$376K -$7.24K -108 -2%
MCIA
436
Mountain Capital Investment Advisors
Colorado
$365K -$686K -10,239 -65%
EFS
437
Essex Financial Services
Connecticut
$355K +$355K +5,300 New
SCM
438
SOL Capital Management
Maryland
$350K
TWM
439
Tolleson Wealth Management
Texas
$348K +$348K +5,189 New
GFP
440
Gryphon Financial Partners
Ohio
$344K +$804 +12 +0.2%
CCG
441
Cypress Capital Group
Florida
$340K +$64K +955 +23%
PA
442
PFW Advisors
Georgia
$339K +$181K +2,699 New
TSS
443
Two Sigma Securities
New York
$339K +$339K +5,058 New
M
444
MOTCO
Texas
$338K -$4.36K -65 -1%
ACP
445
Arcus Capital Partners
Georgia
$336K
VCM
446
Vivaldi Capital Management
Illinois
$335K -$38.5K -575 -10%
Truist Financial
447
Truist Financial
North Carolina
$335K
MCM
448
Mengis Capital Management
Oregon
$334K +$12.2K +182 +4%
PFS
449
Prospera Financial Services
Texas
$333K -$19.4K -290 -6%
GM
450
GeoWealth Management
Illinois
$330K -$627K -9,364 -66%

ITOT Hedge Fund Activity: Q3 2019 in Review

581 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2019, worth a combined $14.3B — up 15% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ITOT positions and 30 closed out — a net gain of 22 holders — while 253 added to existing stakes and 186 trimmed.

The largest buyer was Wells Fargo, adding an estimated $543M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $76.2M.

  • 581 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2019, up from 563 in Q2 2019.
  • Funds reported $14.3B of iShares Core S&P Total US Stock Market ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2019 and 30 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2019 was Wells Fargo, an estimated $543M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2019 was Thrivent Financial for Lutherans, an estimated $76.2M sold.

Based on aggregated 13F filings for Q3 2019.