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iShares Core S&P Total US Stock Market ETF

84 hedge funds and large institutions have $247M invested in iShares Core S&P Total US Stock Market ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 19

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

4% more funds holding

Funds holding: 8184 (+3)

3% more capital invested

Capital invested by funds: $239M → $247M (+$7.89M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.86% less ownership

Funds ownership: 37.62%33.76% (-3.9%)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
37
Reduced
19
Closed
5
Calls
$368K
Puts
Net Calls
+$368K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
Placemark Investments
Illinois
$1.83M +$390K +8,632 +27%
WA
27
WBH Advisory
Maryland
$1.65M +$66.4K +1,470 +4%
BJL
28
Brighton Jones LLC
Washington
$1.27M -$121K -2,670 -9%
FFA
29
First Foundation Advisors
California
$1.25M -$98.9K -2,190 -7%
BP
30
Ballentine Partners
Massachusetts
$1.25M
Ameriprise
31
Ameriprise
Minnesota
$1.17M +$93.2K +2,064 +9%
ABC
32
Associated Banc-Corp
Wisconsin
$1.08M +$29.3K +650 +3%
KFS
33
KMS Financial Services
Washington
$958K
GI
34
Gradient Investments
Minnesota
$918K -$108K -2,400 -10%
WAM
35
Weatherly Asset Management
California
$893K +$111K +2,454 +14%
JIC
36
Johnson Investment Counsel
Ohio
$873K +$879K +19,470 New
CFA
37
Cahill Financial Advisors
Minnesota
$849K +$27.8K +616 +3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$847K -$1.19M -26,442 -58%
CAL
39
Capital Advisors Ltd
Ohio
$825K +$90 +2 +0%
AIG
40
American International Group
New York
$806K +$20.2K +448 +3%
CNB
41
City National Bank
California
$779K -$4.51K -100 -0.6%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$669K +$337K +7,466 +100%
CWM
43
Concert Wealth Management
California
$652K +$67.6K +1,498 +12%
HI
44
Hudock Inc
Pennsylvania
$628K +$290K +6,430 +85%
AF
45
Allworth Financial
California
$601K +$613K +13,582 New
VAM
46
Visionary Asset Management
Texas
$492K +$30.3K +672 +7%
WCM
47
Windsor Capital Management
Arizona
$486K +$252K +5,582 +106%
NPF
48
Norris Perne & French
Michigan
$475K +$3.25K +72 +0.7%
Stifel Financial
49
Stifel Financial
Missouri
$449K +$452K +10,004 New
TRCT
50
Tower Research Capital (TRC)
New York
$403K -$686K -15,200 -63%