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iShares Core S&P Total US Stock Market ETF

68 hedge funds and large institutions have $157M invested in iShares Core S&P Total US Stock Market ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

23% more capital invested

Capital invested by funds: $127M → $157M (+$29.8M)

13% more funds holding

Funds holding: 6068 (+8)

0.7% more ownership

Funds ownership: 29.7%30.4% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

63% less call options, than puts

Call options by funds: $203K | Put options by funds: $550K

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
26
Reduced
20
Closed
4
Calls
$203K
Puts
$550K
Net Calls
-$347K
Net Calls Change
-$347K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.22M -$2.79M -68,798 -70%
KFS
27
KMS Financial Services
Washington
$918K
ABC
28
Associated Banc-Corp
Wisconsin
$772K +$233K +5,750 +46%
CAL
29
Capital Advisors Ltd
Ohio
$765K +$733K +18,086 New
RCAG
30
Rehmann Capital Advisory Group
Michigan
$719K +$690K +17,004 New
FFA
31
First Foundation Advisors
California
$687K +$182K +4,490 +38%
CNB
32
City National Bank
California
$607K +$86.4K +2,130 +17%
CFA
33
Cahill Financial Advisors
Minnesota
$573K +$549K +13,538 New
DFIM
34
Detwiler Fenton Investment Management
Massachusetts
$392K -$209K -5,160 -36%
Ameriprise
35
Ameriprise
Minnesota
$384K +$82.4K +2,032 +29%
ACM
36
Aviance Capital Management
Florida
$367K -$43K -1,060 -11%
PAG
37
Private Advisor Group
New Jersey
$365K +$350K +8,626 New
MM
38
Meridian Management
Arkansas
$343K -$99.4K -2,450 -23%
HI
39
Hudock Inc
Pennsylvania
$316K +$1.14K +28 +0.4%
Lazard Asset Management
40
Lazard Asset Management
New York
$314K -$27.1K -668 -8%
AI
41
Atria Investments
North Carolina
$311K -$26.5K -654 -8%
GT
42
Greenleaf Trust
Michigan
$277K -$105K -2,600 -28%
Invesco
43
Invesco
Georgia
$262K
CWM
44
Concert Wealth Management
California
$257K
TA
45
Tiedemann Advisors
New York
$233K +$178K +4,380 New
AIG
46
American International Group
New York
$226K +$92.3K +2,276 +74%
NGA
47
Naples Global Advisors
Florida
$223K +$214K +5,280 New
NPC
48
National Planning Corporation
California
$220K +$210K +5,180 New
Northern Trust
49
Northern Trust
Illinois
$220K +$211K +5,204 New
CIC
50
Carnegie Investment Counsel
Ohio
$211K -$8.11K -200 -4%