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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
QPWM
451
Quadrant Private Wealth Management
Pennsylvania
$456K -$79.4K -1,064 -15%
EPWM
452
Essex Private Wealth Management
Massachusetts
$454K -$13.1K -175 -3%
AFP
453
Ausdal Financial Partners
Iowa
$454K +$107K +1,430 +31%
PD
454
Planning Directions
Pennsylvania
$452K -$21.4K -287 -5%
FHA
455
Flagship Harbor Advisors
Massachusetts
$450K -$119K -1,595 -21%
WAP
456
Wealthcare Advisory Partners
Pennsylvania
$445K +$4.78K +64 +1%
AWM
457
Avior Wealth Management
Nebraska
$440K -$11K -147 -2%
MIG
458
McGuire Investment Group
Rhode Island
$439K +$22.5K +302 +5%
CW
459
CreativeOne Wealth
Kansas
$437K +$59K +791 +16%
Deutsche Bank
460
Deutsche Bank
Germany
$430K
CAPTRUST Financial Advisors
461
CAPTRUST Financial Advisors
North Carolina
$429K +$49.4K +662 +13%
GFP
462
Gryphon Financial Partners
Ohio
$426K +$15K +201 +4%
TNA
463
True North Advisors
Texas
$426K +$41.4K +555 +11%
BCWM
464
Bartlett & Co Wealth Management
Ohio
$418K +$448 +6 +0.1%
BC
465
Bartlett & Co
Ohio
$418K +$448 +6 +0.1%
CAG
466
Csenge Advisory Group
Florida
$416K +$9.93K +133 +2%
ANTB
467
AMG National Trust Bank
Colorado
$416K +$93.7K +1,255 +30%
CCMD
468
Cypress Capital Management (Delaware)
Delaware
$415K
IF
469
Ironwood Financial
Arizona
$414K +$118K +1,575 +40%
TF
470
Trek Financial
Arizona
$413K -$222K -2,977 -35%
AWC
471
Abundance Wealth Counselors
Pennsylvania
$411K
TC
472
Telemus Capital
Michigan
$410K +$8.13K +109 +2%
GAG
473
GM Advisory Group
New York
$410K +$405K +5,431 New
SCM
474
SOL Capital Management
Maryland
$402K -$2.76K -37 -0.7%
BFG
475
Beacon Financial Group
Texas
$398K

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.