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iShares Core S&P Total US Stock Market ETF

290 hedge funds and large institutions have $5.03B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 134 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

70% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 79

26% more capital invested

Capital invested by funds: $3.98B → $5.03B (+$1.05B)

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

8% more funds holding

Funds holding: 269290 (+21)

6.6% more ownership

Funds ownership: 49.81%56.41% (+6.6%)

41% less call options, than puts

Call options by funds: $627K | Put options by funds: $1.05M

Holders
290
Holders Change
+21
Holders Change %
+7.81%
% of All Funds
7.23%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.92%
New
35
Increased
134
Reduced
79
Closed
13
Calls
$627K
Puts
$1.05M
Net Calls
-$427K
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
TD Capital Management
Tennessee
$34.2M +$3.31M +60,309 +11%
CAL
27
Capital Analysts LLC
Pennsylvania
$33.3M -$969K -17,656 -3%
VA
28
Valmark Advisers
Ohio
$32.3M +$3.05M +55,661 +11%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.8M -$2.07M -37,743 -7%
SAM
30
Shamrock Asset Management
Texas
$26.4M -$385K -7,020 -1%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$24M +$1.01M +18,420 +4%
UWPG
32
Ullmann Wealth Partners Group
Florida
$23.7M +$4.02M +73,203 +21%
RIG
33
Roosevelt Investment Group
New York
$22.4M +$9.26M +168,699 +72%
JIP
34
Jaffetilchin Investment Partners
Florida
$19.3M -$8.24M -150,138 -30%
BW
35
Biegel & Waller
Maryland
$19.3M -$49.2K -897 -0.3%
CPO
36
Cerity Partners OCIO
New York
$17.3M +$636K +11,582 +4%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$16.5M +$5.37M +97,913 +49%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$16.3M +$638K +11,621 +4%
SWM
39
SigFig Wealth Management
California
$16.2M +$515K +9,383 +3%
AG
40
Advisor Group
Arizona
$16M +$6.86M +124,926 +76%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$15.8M +$379K +6,912 +2%
FTS
42
Fifth Third Securities
Ohio
$15.2M +$240K +4,380 +2%
PAG
43
Private Advisor Group
New Jersey
$14.5M +$1.69M +30,859 +13%
K
44
Kemper
Illinois
$13.8M
HCA
45
Heck Capital Advisors
Wisconsin
$12M +$43.1K +786 +0.4%
RJA
46
Raymond James & Associates
Florida
$11.6M -$431K -7,844 -4%
CA
47
Cetera Advisors
Colorado
$11.3M +$427K +7,773 +4%
BPB
48
Badgley, Phelps & Bell
Washington
$11.2M +$365K +6,643 +3%
BCM
49
Brookstone Capital Management
Illinois
$10.6M +$2.19M +39,927 +27%
SHCM
50
Stokes & Hubbell Capital Management
Louisiana
$10.2M +$2.14M +38,923 +27%

ITOT Hedge Fund Activity: Q2 2017 in Review

290 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2017, worth a combined $5.03B — up 26% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 13 closed out — a net gain of 22 holders — while 134 added to existing stakes and 79 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $800M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $80M.

  • 290 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2017, up from 269 in Q1 2017.
  • Funds reported $5.03B of iShares Core S&P Total US Stock Market ETF stock for Q2 2017, up 26% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2017 and 13 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2017 was TD Ameritrade Investment Management, an estimated $800M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2017 was Thrivent Financial for Lutherans, an estimated $80M sold.

Based on aggregated 13F filings for Q2 2017.