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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
WA
501
WBH Advisory
Maryland
$2.85K +$25K +407 +0.8%
SWM
502
SeaCrest Wealth Management
New York
$1K
JA
503
JOYN Advisors
Georgia
$1K +$184 +3 +25%
BAM
504
Bruderman Asset Management
New York
$1K +$1.17K +19 New
NA
505
NewEdge Advisors
Louisiana
$465 -$9.95K -162 -2%
GT
506
Glenmede Trust
Pennsylvania
$71 +$77.2K +1,256 New
RJFSA
507
Raymond James Financial Services Advisors
Florida
-$107M -1,598,652 Closed
AC
508
Alleghany Corporation
New York
-$89.6M -1,345,000 Closed
SGAM
509
Steinberg Global Asset Management
Florida
-$17.6M -264,656 Closed
FTS
510
Fifth Third Securities
Ohio
-$14.7M -219,921 Closed
SAM
511
Shamrock Asset Management
Texas
-$9.77M -146,679 Closed
Manulife (Manufacturers Life Insurance)
512
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$6.6M -99,122 Closed
PCMK
513
Paragon Capital Management (Kansas)
Kansas
-$4.75M -71,264 Closed
FHA
514
First Horizon Advisors
Tennessee
-$3.17M -47,626 Closed
PP
515
Pension Partners
New York
-$2.08M -31,244 Closed
OMC
516
Old Mission Capital
Illinois
-$1.51M -22,647 Closed
LIM
517
Leavell Investment Management
Alabama
-$1.2M -17,976 Closed
HH
518
Hilltop Holdings
Texas
-$938K -14,075 Closed
MWM
519
Merriman Wealth Management
Washington
-$900K -13,503 Closed
Citadel Advisors
520
Citadel Advisors
Florida
-$892K -13,389 Closed
FA
521
FDx Advisors
Illinois
-$865K -12,975 Closed
SFM
522
Signet Financial Management
New Jersey
-$649K -9,736 Closed
CS
523
Comerica Securities
Michigan
-$634K -9,468 Closed
Millennium Management
524
Millennium Management
New York
-$621K -9,317 Closed
TIM
525
Total Investment Management
Arizona
-$602K -9,031 Closed

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.