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iShares Core S&P Total US Stock Market ETF

307 hedge funds and large institutions have $6.15B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 142 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $582K

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

82% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 78

22% more capital invested

Capital invested by funds: $5.03B → $6.15B (+$1.12B)

6% more funds holding

Funds holding: 290307 (+17)

1.15% less ownership

Funds ownership: 56.41%55.25% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

Holders
307
Holders Change
+17
Holders Change %
+5.86%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.85%
New
39
Increased
142
Reduced
78
Closed
20
Calls
$1.16M
Puts
$582K
Net Calls
+$578K
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
26
Valmark Advisers
Ohio
$36.1M +$2.49M +44,214 +8%
FI
27
FormulaFolio Investments
Michigan
$35.1M -$585K -10,367 -2%
CAL
28
Capital Analysts LLC
Pennsylvania
$34.6M +$10.5K +186 +0%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31.1M +$104K +1,841 +0.3%
JIP
30
Jaffetilchin Investment Partners
Florida
$30.2M +$9.85M +174,680 +50%
AllianceBernstein
31
AllianceBernstein
Tennessee
$28.8M +$20M +354,046 +242%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$28.4M +$3.38M +59,920 +14%
RIG
33
Roosevelt Investment Group
New York
$27.4M +$4.03M +71,431 +18%
Jane Street
34
Jane Street
New York
$26.2M +$15.5M +274,979 +152%
SAM
35
Shamrock Asset Management
Texas
$25.4M -$1.97M -35,006 -7%
AI
36
Atria Investments
North Carolina
$23.6M +$20.6M +365,483 +838%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$20.5M +$3.24M +57,426 +19%
AG
38
Advisor Group
Arizona
$20.3M +$3.63M +64,418 +22%
BW
39
Biegel & Waller
Maryland
$19.4M -$677K -12,003 -3%
ECM
40
ETrade Capital Management
Virginia
$18.6M +$18.2M +323,374 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$17.2M +$251K +4,454 +2%
FTS
42
Fifth Third Securities
Ohio
$17.1M +$1.28M +22,772 +8%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$16.9M +$397K +7,046 +2%
SWM
44
SigFig Wealth Management
California
$16.9M +$1.97K +35 +0%
CPO
45
Cerity Partners OCIO
New York
$16.2M -$636K -11,281 -4%
K
46
Kemper
Illinois
$14.3M -$12.5K -222 -0.1%
PAG
47
Private Advisor Group
New Jersey
$14M -$1.2M -21,197 -8%
HCA
48
Heck Capital Advisors
Wisconsin
$12.5M -$21.1K -374 -0.2%
BCM
49
Brookstone Capital Management
Illinois
$12.4M +$1.35M +23,870 +13%
SPC
50
Sigma Planning Corp
Michigan
$12.1M +$2.62M +46,458 +28%