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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
CGFA
476
Colton Groome Financial Advisors
North Carolina
$396K +$10.7K +144 +3%
BFC
477
Blue Fin Capital
Rhode Island
$396K +$53.7K +720 +16%
KFC
478
Klingenstein Fields & Co
New York
$395K +$390K +5,229 New
S
479
SignatureFD
Georgia
$394K -$56.6K -759 -13%
1WA
480
180 Wealth Advisors
Washington
$393K -$14.8K -199 -4%
PA
481
PSI Advisors
Florida
$389K -$5.15K -69 -1%
DAS
482
Dynamic Advisor Solutions
Arizona
$387K -$139K -1,866 -27%
MCM
483
Mengis Capital Management
Oregon
$387K +$2.98K +40 +0.8%
AF
484
Apexium Financial
Texas
$386K
Rockefeller Capital Management
485
Rockefeller Capital Management
New York
$386K +$4.1K +55 +1%
SC
486
Soundwatch Capital
Connecticut
$384K
PFGIA
487
Patriot Financial Group Insurance Agency
Massachusetts
$382K +$29.9K +400 +9%
JWA
488
JFS Wealth Advisors
Pennsylvania
$370K +$522 +7 +0.1%
PAS
489
Partnervest Advisory Services
California
$369K -$148K -1,986 -29%
CANC
490
Culbertson A N & Co
Virginia
$367K
SW
491
SteelPeak Wealth
California
$363K -$435K -5,824 -55%
XF
492
XML Financial
Maryland
$359K
QC
493
QCM Cayman
Texas
$358K +$98.6K +1,321 +39%
LJHT
494
Laurie J. Hall Trustee
$355K +$351K +4,704 New
SCM
495
Southport Capital Management
Tennessee
$353K +$75 +1 +0%
LBD
496
Landsberg Bennett & Dubbaneh
Florida
$351K +$1.34K +18 +0.4%
DADC
497
D.A. Davidson & Co
Montana
$351K +$56.9K +763 +20%
IAS
498
IMA Advisory Services
Colorado
$349K -$118K -1,576 -25%
EF
499
Empirical Finance
Pennsylvania
$349K -$672 -9 -0.2%
PWM
500
Perigon Wealth Management
California
$349K +$124K +1,664 +56%

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.