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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
FNC
426
First National Corp
Massachusetts
$563K +$149 +2 +0%
VFA
427
Voya Financial Advisors
Connecticut
$562K -$102K -1,361 -15%
SWA
428
Stratos Wealth Advisors
Ohio
$561K -$36K -482 -6%
MG
429
Mather Group
Illinois
$557K +$550K +7,374 New
KL
430
KWMG LLC
Kansas
$552K -$221K -2,956 -29%
WFA
431
Wellspring Financial Advisors
Ohio
$536K -$12.2K -164 -2%
AP
432
Advisor Partners
California
$535K -$27.2K -365 -5%
BNP Paribas Financial Markets
433
BNP Paribas Financial Markets
France
$534K +$264K +3,533 +100%
SHIM
434
Stone House Investment Management
Pennsylvania
$526K +$124K +1,656 +31%
C
435
Certuity
Florida
$523K
SF
436
Symphony Financial
Texas
$521K +$41.9K +561 +9%
CCG
437
Cypress Capital Group
Florida
$519K
SF
438
Synovus Financial
Georgia
$509K +$191K +2,555 +61%
PA
439
Paracle Advisors
Washington
$500K
NA
440
Nottingham Advisors
New York
$499K +$12.7K +170 +3%
WP
441
WealthPLAN Partners
Nebraska
$492K -$49K -656 -10%
AWA
442
ARS Wealth Advisors
Florida
$491K +$48.3K +647 +11%
CC
443
Cadinha & Co
Hawaii
$488K -$1.34K -18 -0.3%
YU
444
Yale University
Connecticut
$482K
BWA
445
Burt Wealth Advisors
Maryland
$479K
BCA
446
Bay Colony Advisors
Massachusetts
$475K -$37.1K -497 -7%
1IA
447
1834 Investment Advisors
Wisconsin
$470K -$6.79K -91 -1%
GL
448
Graypoint LLC
New York
$470K +$465K +6,225 New
T
449
TrueFG
Texas
$468K +$8.58K +115 +2%
IDA
450
Intelligence Driven Advisers
California
$457K -$155K -2,074 -26%

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.