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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
GTAM
476
Global Trust Asset Management
Florida
$19K -$1.35K -22 -6%
GAM
477
Gemmer Asset Management
California
$19K
BWM
478
BerganKDV Wealth Management
Minnesota
$19K +$61 +1 +0.3%
PGAM
479
Princeton Global Asset Management
New Jersey
$18K +$19.8K +322 New
MWA
480
Meridian Wealth Advisors
Texas
$17K +$18.4K +300 New
VRM
481
Vectors Research Management
New York
$16K +$17.8K +290 New
FEG
482
Financial Enhancement Group
Indiana
$15K
PB
483
Pinnacle Bancorp
Nebraska
$14K +$15.2K +247 New
SFG
484
SevenBridge Financial Group
Pennsylvania
$14K +$15.5K +252 New
HS
485
Horan Securities
United States
$12K -$43.3K -705 -77%
IC
486
Inscription Capital
Texas
$10K +$10.8K +176 New
NSG
487
Nalls Sherbakoff Group
Tennessee
$10K +$11.1K +181 New
BWA
488
BDO Wealth Advisors
Florida
$9K -$9.09K -148 -47%
KTC
489
Kistler-Tiffany Companies
Pennsylvania
$9K
MFW
490
Mosaic Family Wealth
Missouri
$9K
LWA
491
Lowe Wealth Advisors
Maryland
$8K
TCOV
492
Trust Company of Vermont
Vermont
$8K
CIAS
493
Capital Investment Advisory Services
North Carolina
$8K +$8.6K +140 New
RCA
494
Rowland Carmichael Advisors
Arizona
$7K -$184K -3,000 -96%
CB
495
Community Bank
New York
$7K
AIA
496
Alera Investment Advisors
Illinois
$6K +$6.39K +104 New
SFA
497
Stewardship Financial Advisors
Georgia
$4K
RFA
498
Reilly Financial Advisors
California
$3K
AssetMark Inc
499
AssetMark Inc
California
$3K +$492 +8 +20%
KC
500
Knuff & Co
California
$3K +$2.83K +46 New

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.