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iShares Core S&P Total US Stock Market ETF

581 hedge funds and large institutions have $14.3B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 253 increasing their positions, 186 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.28M

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

36% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 186

15% more capital invested

Capital invested by funds: $12.4B → $14.3B (+$1.81B)

3% more funds holding

Funds holding: 563581 (+18)

1.22% more ownership

Funds ownership: 58.59%59.82% (+1.2%)

1% more funds holding in top 10

Funds holding in top 10: 8990 (+1)

Holders
581
Holders Change
+18
Holders Change %
+3.2%
% of All Funds
12.74%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.97%
New
52
Increased
253
Reduced
186
Closed
30
Calls
$3.65M
Puts
$1.28M
Net Calls
+$2.37M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
26
ETrade Capital Management
Virginia
$89.3M +$19.8M +295,641 +29%
AIM
27
Astor Investment Management
Illinois
$83M +$6.13M +91,520 +8%
HighTower Advisors
28
HighTower Advisors
Illinois
$81.8M +$7.29M +108,865 +10%
TA
29
Tiedemann Advisors
New York
$75.3M +$2.29M +34,107 +3%
IOOF
30
Independent Order of Foresters
Ontario, Canada
$71.8M
VA
31
Valmark Advisers
Ohio
$66.4M +$2.81M +41,869 +4%
DPIM
32
Duff & Phelps Investment Management
Illinois
$65.6M
AF
33
Allworth Financial
California
$64.2M -$71.6K -1,068 -0.1%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$63.7M -$2.87M -42,836 -4%
CCA
35
Cobblestone Capital Advisors
New York
$61.3M +$2.83M +42,185 +5%
JIP
36
Jaffetilchin Investment Partners
Florida
$57.4M -$1.11M -16,578 -2%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$57.1M +$3.34M +49,837 +6%
GFPC
38
Global Financial Private Capital
Florida
$55.2M -$2.21M -32,989 -4%
DCM
39
Disciplina Capital Management
Tennessee
$55M -$10.5M -157,308 -16%
BC
40
Brinker Capital
Pennsylvania
$50.7M +$8.78M +131,024 +21%
AI
41
Atria Investments
North Carolina
$50.3M -$2.72M -40,643 -5%
MML Investors Services
42
MML Investors Services
Massachusetts
$48.1M -$4.97M -74,170 -9%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$47.2M +$14.9M +222,601 +46%
VIP
44
Viewpoint Investment Partners
Alberta, Canada
$44.4M -$20.5M -306,670 -32%
CAL
45
Capital Analysts LLC
Pennsylvania
$44.1M +$5.3M +79,159 +14%
UWPG
46
Ullmann Wealth Partners Group
Florida
$43.4M +$772K +11,520 +2%
FAAS
47
First Allied Advisory Services
California
$42.5M +$1.83M +27,266 +4%
BP
48
Ballentine Partners
Massachusetts
$40.9M +$5.17M +77,098 +14%
LPT
49
Legacy Private Trust
Wisconsin
$40.9M +$18.6M +277,739 +84%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$40.8M +$578K +8,633 +1%

ITOT Hedge Fund Activity: Q3 2019 in Review

581 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2019, worth a combined $14.3B — up 15% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ITOT positions and 30 closed out — a net gain of 22 holders — while 253 added to existing stakes and 186 trimmed.

The largest buyer was Wells Fargo, adding an estimated $543M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $76.2M.

  • 581 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2019, up from 563 in Q2 2019.
  • Funds reported $14.3B of iShares Core S&P Total US Stock Market ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2019 and 30 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2019 was Wells Fargo, an estimated $543M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2019 was Thrivent Financial for Lutherans, an estimated $76.2M sold.

Based on aggregated 13F filings for Q3 2019.