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iShares Core S&P Total US Stock Market ETF

269 hedge funds and large institutions have $3.98B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

103% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 65

30% more capital invested

Capital invested by funds: $3.06B → $3.98B (+$925M)

7% more funds holding

Funds holding: 251269 (+18)

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

0.96% more ownership

Funds ownership: 48.85%49.81% (+0.96%)

20% less call options, than puts

Call options by funds: $697K | Put options by funds: $870K

Holders
269
Holders Change
+18
Holders Change %
+7.17%
% of All Funds
6.7%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
35
Increased
132
Reduced
65
Closed
9
Calls
$697K
Puts
$870K
Net Calls
-$173K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31.1M +$8.39M +157,417 +38%
TCM
27
TD Capital Management
Tennessee
$30.1M +$7.08M +132,728 +31%
VA
28
Valmark Advisers
Ohio
$28.4M +$2.67M +50,052 +11%
JIP
29
Jaffetilchin Investment Partners
Florida
$27M +$14M +262,796 +111%
SAM
30
Shamrock Asset Management
Texas
$26.1M +$15.5M +290,900 +151%
Jane Street
31
Jane Street
New York
$22.9M +$14.7M +275,773 +186%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$22.4M +$16.5M +308,944 +293%
UWPG
33
Ullmann Wealth Partners Group
Florida
$19.2M +$13M +243,982 +220%
BW
34
Biegel & Waller
Maryland
$18.8M -$38.1K -715 -0.2%
SPC
35
Sigma Planning Corp
Michigan
$16.6M +$8.81M +165,139 +117%
CPO
36
Cerity Partners OCIO
New York
$16.2M +$566K +10,606 +4%
SWM
37
SigFig Wealth Management
California
$15.3M -$365K -6,852 -2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$15.2M +$714K +13,386 +5%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$15M +$322K +6,042 +2%
FTS
40
Fifth Third Securities
Ohio
$14.6M +$814K +15,266 +6%
3AM
41
3EDGE Asset Management
Florida
$14.1M +$6.11M +114,600 +78%
K
42
Kemper
Illinois
$13.4M +$7.68M +143,979 +138%
RIG
43
Roosevelt Investment Group
New York
$12.7M +$9.8M +183,862 +356%
PAG
44
Private Advisor Group
New Jersey
$12.4M +$1.59M +29,763 +15%
RJA
45
Raymond James & Associates
Florida
$11.7M +$2.16M +40,456 +23%
HCA
46
Heck Capital Advisors
Wisconsin
$11.7M +$687K +12,881 +6%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$10.8M +$5.62M +105,378 +111%
CA
48
Cetera Advisors
Colorado
$10.6M +$232K +4,348 +2%
BPB
49
Badgley, Phelps & Bell
Washington
$10.5M +$351K +6,582 +3%
BJL
50
Brighton Jones LLC
Washington
$9.84M +$3.21M +60,226 +49%

ITOT Hedge Fund Activity: Q1 2017 in Review

269 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2017, worth a combined $3.98B — up 30% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 9 closed out — a net gain of 26 holders — while 132 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $806M. The largest seller was Advisor Group, cutting an estimated $5.42M.

  • 269 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2017, up from 251 in Q4 2016.
  • Funds reported $3.98B of iShares Core S&P Total US Stock Market ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2017 and 9 closed out, a net change of +26 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2017 was BlackRock, an estimated $806M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2017 was Advisor Group, an estimated $5.42M sold.

Based on aggregated 13F filings for Q1 2017.