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iShares Core S&P Total US Stock Market ETF

692 hedge funds and large institutions have $16.1B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 229 increasing their positions, 291 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,740% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $3.89M

36% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $14.8B → $16.1B (+$1.24B)

1% more funds holding

Funds holding: 684692 (+8)

0.9% less ownership

Funds ownership: 59.78%58.87% (-0.9%)

7% less funds holding in top 10

Funds holding in top 10: 108100 (-8)

21% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 291

Holders
692
Holders Change
+8
Holders Change %
+1.17%
% of All Funds
13.96%
Holding in Top 10
100
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.41%
% of All Funds
2.02%
New
53
Increased
229
Reduced
291
Closed
39
Calls
$71.6M
Puts
$3.89M
Net Calls
+$67.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
TD Capital Management
Tennessee
$124M -$1.31M -17,543 -1%
NB
27
Norinchukin Bank
Japan
$119M
Macquarie Group
28
Macquarie Group
Australia
$117M -$232M -3,112,050 Closed
IOOF
29
Independent Order of Foresters
Ontario, Canada
$117M
TA
30
Tiedemann Advisors
New York
$103M +$1.95M +26,119 +2%
BP
31
Ballentine Partners
Massachusetts
$97M -$199K -2,673 -0.2%
AF
32
Allworth Financial
California
$80.1M +$1.58M +21,235 +2%
TPWA
33
TRUE Private Wealth Advisors
Oregon
$76.2M -$7.57M -101,480 -9%
CCA
34
Cobblestone Capital Advisors
New York
$75M -$9.93M -133,122 -12%
DPIM
35
Duff & Phelps Investment Management
Illinois
$73.9M
VA
36
Valmark Advisers
Ohio
$73.1M +$3.17M +42,462 +5%
OBWP
37
O'Brien Wealth Partners
Massachusetts
$73M -$331K -4,437 -0.5%
BCI
38
Brinker Capital Investments
Pennsylvania
$58.6M +$54.7M +732,674 +1,669%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$56.1M -$1.92M -25,760 -3%
FQ
40
First Quadrant
California
$56M +$55.4M +742,420 New
CI
41
Cigna Investments
Connecticut
$56M +$55.4M +742,420 New
HighTower Advisors
42
HighTower Advisors
Illinois
$55.7M -$4.33M -58,046 -7%
EWM
43
Executive Wealth Management
Michigan
$54.9M +$24.3M +326,058 +81%
PCIA
44
Prime Capital Investment Advisors
Kansas
$53.1M -$136K -1,821 -0.3%
HB
45
Homrich & Berg
Georgia
$51.6M -$839K -11,247 -2%
DCM
46
Disciplina Capital Management
Tennessee
$50.8M -$8.05M -107,875 -14%
BCM
47
Brookstone Capital Management
Illinois
$50.6M +$10.7M +143,889 +27%
EPM
48
Elm Partners Management
Pennsylvania
$50.3M -$1.67M -22,442 -3%
CCFM
49
Clear Creek Financial Management
Washington
$49.9M +$49.3M +661,079 New
JIP
50
Jaffetilchin Investment Partners
Florida
$48.7M +$416K +5,574 +0.9%

ITOT Hedge Fund Activity: Q3 2020 in Review

692 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2020, worth a combined $16.1B — up 8.3% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ITOT positions and 39 closed out — a net gain of 14 holders — while 229 added to existing stakes and 291 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $99.5M. The largest seller was Macquarie Group, exiting entirely with an estimated $232M sold.

  • 692 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2020, up from 684 in Q2 2020.
  • Funds reported $16.1B of iShares Core S&P Total US Stock Market ETF stock for Q3 2020, up 8.3% quarter-over-quarter.
  • 53 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2020 and 39 closed out, a net change of +14 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $99.5M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2020 was Macquarie Group, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2020.