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iShares Core S&P Total US Stock Market ETF

507 hedge funds and large institutions have $8.5B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 203 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $329K

172% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 47

72% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 118

32% more funds holding in top 10

Funds holding in top 10: 5674 (+18)

18% more funds holding

Funds holding: 429507 (+78)

6.98% more ownership

Funds ownership: 51.03%58.01% (+7%)

5% more capital invested

Capital invested by funds: $8.09B → $8.5B (+$415M)

Holders
507
Holders Change
+78
Holders Change %
+18.18%
% of All Funds
11.3%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
1.65%
New
128
Increased
203
Reduced
118
Closed
47
Calls
$1.09M
Puts
$329K
Net Calls
+$761K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
DPIM
26
Duff & Phelps Investment Management
Illinois
$55.5M
AF
27
Allworth Financial
California
$52.6M -$19.9M -323,734 -26%
ECM
28
ETrade Capital Management
Virginia
$50.3M +$5.02M +81,783 +10%
AG
29
Advisor Group
Arizona
$46M +$5.98M +97,358 +14%
VA
30
Valmark Advisers
Ohio
$45.5M +$7.23M +117,717 +17%
JIP
31
Jaffetilchin Investment Partners
Florida
$43M +$4.14M +67,385 +10%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$39.7M +$24.9M +405,055 +137%
AC
33
Allstate Corporation
Illinois
$39.4M -$30.4M -494,598 -42%
CCA
34
Cobblestone Capital Advisors
New York
$37M +$3.18M +51,771 +9%
FI
35
FormulaFolio Investments
Michigan
$35.2M -$4.92K -80 -0%
DWA
36
Divergent Wealth Advisors
Utah
$34.9M +$13.1M +212,643 +53%
CAL
37
Capital Analysts LLC
Pennsylvania
$34.1M -$869K -14,150 -2%
PAMG
38
Patton Albertson Miller Group
Tennessee
$32.7M +$9.53M +155,136 +42%
UWPG
39
Ullmann Wealth Partners Group
Florida
$32.4M +$3.57M +58,065 +11%
AI
40
Atria Investments
North Carolina
$31.4M +$6.47M +105,381 +24%
PCIA
41
Prime Capital Investment Advisors
Kansas
$31.3M +$13.3M +216,484 +65%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$27.8M -$320K -5,206 -1%
BC
43
Brinker Capital
Pennsylvania
$26.4M +$3.07M +49,986 +12%
HB
44
Homrich & Berg
Georgia
$26.2M +$16.2M +264,403 +134%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$26M -$6.71M -109,165 -19%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$25.8M -$75.5M -1,229,100 -73%
EWM
47
Executive Wealth Management
Michigan
$25.2M +$27.2M +443,314 New
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.1M -$1.8M -29,264 -6%
CFA
49
Capstone Financial Advisors
Illinois
$24M +$25.9M +422,168 New
RJA
50
Raymond James & Associates
Florida
$23.5M +$11.9M +194,293 +88%

ITOT Hedge Fund Activity: Q4 2018 in Review

507 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2018, worth a combined $8.5B — up 5.1% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new ITOT positions and 47 closed out — a net gain of 81 holders — while 203 added to existing stakes and 118 trimmed.

The largest buyer was Bank of America, adding an estimated $1.06B. The largest seller was Milliman Financial Risk Management, cutting an estimated $263M.

  • 507 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2018, up from 429 in Q3 2018.
  • Funds reported $8.5B of iShares Core S&P Total US Stock Market ETF stock for Q4 2018, up 5.1% quarter-over-quarter.
  • 128 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2018 and 47 closed out, a net change of +81 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2018 was Bank of America, an estimated $1.06B added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2018 was Milliman Financial Risk Management, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2018.