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iShares Core S&P Total US Stock Market ETF

76 hedge funds and large institutions have $194M invested in iShares Core S&P Total US Stock Market ETF in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

24% more capital invested

Capital invested by funds: $157M → $194M (+$37.4M)

12% more funds holding

Funds holding: 6876 (+8)

2.83% more ownership

Funds ownership: 30.4%33.23% (+2.8%)

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
12
Increased
32
Reduced
18
Closed
4
Calls
$223K
Puts
Net Calls
+$223K
Net Calls Change
+$570K
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
26
Brighton Jones LLC
Washington
$1.35M -$65.6K -1,560 -5%
FFA
27
First Foundation Advisors
California
$1.3M +$590K +14,022 +86%
ACM
28
Aviance Capital Management
Florida
$1.29M +$901K +21,416 +247%
ABC
29
Associated Banc-Corp
Wisconsin
$1.19M +$404K +9,600 +53%
GI
30
Gradient Investments
Minnesota
$1.09M -$213K -5,072 -17%
KFS
31
KMS Financial Services
Washington
$916K -$14.7K -350 -2%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$882K +$150K +3,568 +21%
CAL
33
Capital Advisors Ltd
Ohio
$791K +$14.7K +350 +2%
CNB
34
City National Bank
California
$789K +$170K +4,040 +28%
Ameriprise
35
Ameriprise
Minnesota
$644K +$250K +5,936 +65%
AIG
36
American International Group
New York
$638K +$401K +9,536 +179%
VAM
37
Visionary Asset Management
Texas
$543K +$533K +12,656 New
CFA
38
Cahill Financial Advisors
Minnesota
$454K +$84.1K +1,998 +15%
NPF
39
Norris Perne & French
Michigan
$438K +$430K +10,226 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$393K -$828K -19,666 -68%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$369K +$362K +8,614 New
PAG
42
Private Advisor Group
New Jersey
$350K -$19.6K -466 -5%
TH
43
Timber Hill
Connecticut
$350K +$344K +8,168 New
MM
44
Meridian Management
Arkansas
$347K
Lazard Asset Management
45
Lazard Asset Management
New York
$336K +$16.6K +394 +5%
HI
46
Hudock Inc
Pennsylvania
$322K +$1.6K +38 +0.5%
AI
47
Atria Investments
North Carolina
$304K -$10.8K -256 -3%
NGA
48
Naples Global Advisors
Florida
$261K +$33.7K +800 +15%
GT
49
Greenleaf Trust
Michigan
$253K -$27.5K -654 -10%
WCM
50
Windsor Capital Management
Arizona
$253K +$48.5K +1,152 +24%