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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
QCIG
451
Quad-Cities Investment Group
Iowa
$65K +$59.9K +975 +609%
DWM
452
Doyle Wealth Management
Florida
$65K +$70.8K +1,153 New
LNB
453
Ledyard National Bank
$62K
PCP
454
Proficio Capital Partners
Massachusetts
$57K
WANY
455
Wealthspire Advisors (New York)
New York
$57K +$61.4K +1,000 New
WA
456
WealthTrust-Arizona
Arizona
$55K +$676 +11 +1%
GRP
457
Global Retirement Partners
California
$54K +$6.39K +104 +12%
FA
458
Fortis Advisors
Pennsylvania
$50K +$22.1K +360 +68%
AIA
459
Armor Investment Advisors
North Carolina
$48K -$12.3K -200 -19%
GI
460
Gradient Investments
Minnesota
$48K -$123 -2 -0.2%
RCG
461
Ruggie Capital Group
Florida
$47K
AOWM
462
Alpha Omega Wealth Management
Virginia
$45K
SL
463
Salomon & Ludwin
Virginia
$45K +$49.2K +800 New
SBL
464
Sargent Bickham Lagudis
Colorado
$42K +$26.5K +431 +140%
WEC
465
Winslow Evans & Crocker
Massachusetts
$40K
CB
466
CNB Bank
Pennsylvania
$40K +$43.6K +709 New
Barclays
467
Barclays
United Kingdom
$36K
SSB
468
Sandy Spring Bank
Maryland
$34K +$36.9K +600 New
BSG
469
Black Swift Group
Colorado
$31K
PFO
470
Pathstone Family Office
New Jersey
$27K +$26.6K +433 +4,811%
PCTC
471
Perkins Coie Trust Company
Washington
$25K
WF
472
WealthTrust Fairport
Ohio
$24K +$26K +423 New
FPFS
473
First Personal Financial Services
North Carolina
$23K
PFGIA
474
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$3.13K -51 -12%
TFO
475
Tarbox Family Office
California
$21K

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.