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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
CCMG
476
Clark Capital Management Group
Pennsylvania
$272K -$5.16K -77 -2%
SFSIG
477
San Francisco Sentry Investment Group
California
$271K
COI
478
Capital One Investing
Virginia
$268K
AWM
479
Alterna Wealth Management
Texas
$266K -$69.4K -1,036 -21%
VAS
480
Vestmark Advisory Solutions
Massachusetts
$266K -$6.57K -98 -2%
LF
481
Lantz Financial
Illinois
$264K +$62K +926 +30%
FTI
482
Fiduciary Trust International
Massachusetts
$261K -$12.1K -181 -4%
CIC
483
Carnegie Investment Counsel
Ohio
$261K
SFG
484
Summit Financial Group
West Virginia
$256K
CANC
485
Culbertson A N & Co
Virginia
$255K
PFPT
486
Pinnacle Financial Partners (Tennessee)
Tennessee
$252K
NEPWA
487
New England Private Wealth Advisors
Massachusetts
$251K +$469 +7 +0.2%
RIA
488
Regal Investment Advisors
Michigan
$249K +$249K +3,712 New
KP
489
Keel Point
Alabama
$244K
WAP
490
Wealthcare Advisory Partners
Pennsylvania
$242K -$2.35K -35 -1%
SMFS
491
Squar Milner Financial Services
California
$241K +$112K +1,673 +110%
AIC
492
Ameritas Investment Company
Nebraska
$241K +$240K +3,588 New
PTB
493
Pioneer Trust Bank
Oregon
$239K +$239K +3,569 New
TCM
494
Tradewinds Capital Management
Washington
$238K
GC
495
Grimes & Company
Massachusetts
$235K -$127K -1,896 -35%
PCA
496
Private Capital Advisors
Connecticut
$235K
RW
497
RVW Wealth
California
$231K
RFN
498
RDA Financial Network
Iowa
$230K +$219K +3,263 New
RWM
499
Ritholtz Wealth Management
New York
$229K +$3.28K +49 +1%
WBC
500
West Branch Capital
Massachusetts
$229K +$6.37K +95 +3%

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.