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iShares Core S&P Total US Stock Market ETF

81 hedge funds and large institutions have $239M invested in iShares Core S&P Total US Stock Market ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $194M → $239M (+$45.1M)

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

7% more funds holding

Funds holding: 7681 (+5)

4.39% more ownership

Funds ownership: 33.23%37.62% (+4.4%)

37% less call options, than puts

Call options by funds: $224K | Put options by funds: $358K

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
13
Increased
28
Reduced
25
Closed
7
Calls
$224K
Puts
$358K
Net Calls
-$134K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
Placemark Investments
Illinois
$1.44M -$79.4K -1,826 -5%
BJL
27
Brighton Jones LLC
Washington
$1.39M -$20.2K -464 -1%
RCAG
28
Rehmann Capital Advisory Group
Michigan
$1.37M +$435K +10,000 +49%
FFA
29
First Foundation Advisors
California
$1.35M -$7.48K -172 -0.6%
BP
30
Ballentine Partners
Massachusetts
$1.25M -$1.37M -31,450 -53%
TRCT
31
Tower Research Capital (TRC)
New York
$1.08M +$1.05M +24,182 New
Ameriprise
32
Ameriprise
Minnesota
$1.08M +$391K +8,984 +60%
ABC
33
Associated Banc-Corp
Wisconsin
$1.05M -$195K -4,480 -16%
TH
34
Timber Hill
Connecticut
$1.03M +$641K +14,746 +181%
GI
35
Gradient Investments
Minnesota
$1.02M -$113K -2,604 -10%
KFS
36
KMS Financial Services
Washington
$957K
CAL
37
Capital Advisors Ltd
Ohio
$825K -$1.04K -24 -0.1%
CFA
38
Cahill Financial Advisors
Minnesota
$820K +$119K +2,740 +18%
AIG
39
American International Group
New York
$786K +$116K +2,658 +18%
WAM
40
Weatherly Asset Management
California
$783K +$759K +17,458 New
CNB
41
City National Bank
California
$782K -$40.9K -940 -5%
CWM
42
Concert Wealth Management
California
$575K +$566K +13,018 New
NPF
43
Norris Perne & French
Michigan
$471K +$12.7K +292 +3%
VAM
44
Visionary Asset Management
Texas
$462K -$102K -2,356 -19%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$386K
LWI
46
Long Wharf Investors
Massachusetts
$373K +$362K +8,320 New
MM
47
Meridian Management
Arkansas
$363K
Lazard Asset Management
48
Lazard Asset Management
New York
$344K -$6.26K -144 -2%
HI
49
Hudock Inc
Pennsylvania
$339K +$2.09K +48 +0.6%
GT
50
Greenleaf Trust
Michigan
$338K +$71.8K +1,650 +28%