ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

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
Holders
581
Holders Change
+18
Holders Change %
+3.2%
% of All Funds
12.76%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.98%
New
52
Increased
253
Reduced
186
Closed
30
Calls
$3.65M
Puts
$1.28M
Net Calls
+$2.37M
Net Calls Change
-$1.19M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.54B
2
SW
2
SVB Wealth
Massachusetts
$447M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$295M
4
SEI Investments
4
SEI Investments
Pennsylvania
$647M
5
PAS
5
Park Avenue Securities
New York
$107M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$91.6M
2
UCFA
2
United Capital Financial Advisors
Texas
$37.6M
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$0
4
HIM
4
Hanlon Investment Management
New Jersey
$20.9M
5
MFRM
5
Milliman Financial Risk Management
Illinois
$833M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
501
Peterson Wealth Advisors
Utah
$228K -$18.2K -271 -7%
EWA
502
EP Wealth Advisors
California
$228K +$22.4K +334 +11%
IA
503
IFG Advisory
Georgia
$227K +$227K +3,390 New
BWCS
504
Beirne Wealth Consulting Services
Connecticut
$225K – – –
CF
505
Centaurus Financial
California
$223K -$30.1K -448 -12%
JCM
506
Janney Capital Management
Pennsylvania
$222K – – –
FCIM
507
Fairview Capital Investment Management
California
$220K +$13.4K +200 +6%
DIA
508
Dana Investment Advisors
Wisconsin
$219K -$5.57K -83 -2%
SFA
509
Semmax Financial Advisors
North Carolina
$219K – – –
CFS
510
CRA Financial Services
New Jersey
$213K -$11.4K -170 -5%
FLPIM
511
F.L. Putnam Investment Management
Massachusetts
$210K +$210K +3,130 New
FA
512
Fagan Associates
New York
$206K -$5.7K -85 -3%
TYCC
513
Texas Yale Capital Corp
Florida
$205K – – –
BFG
514
Barber Financial Group
Kansas
$204K – – –
FFG
515
Frisch Financial Group
New York
$204K – – –
BNP Paribas Financial Markets
516
BNP Paribas Financial Markets
France
$198K +$78.3K +1,167 +65%
IWA
517
Intercontinental Wealth Advisors
Texas
$178K – – –
PO
518
Private Ocean
California
$152K – – –
GAM
519
Gemmer Asset Management
California
$148K +$125K +1,869 +546%
AF
520
Advisornet Financial
Minnesota
$142K +$66.2K +988 +87%
EI
521
Ellevest Inc
New York
$131K – – –
BFEC
522
Benjamin F. Edwards & Company
Missouri
$130K -$13.6K -203 -9%
BAMG
523
Brand Asset Management Group
Missouri
$115K -$2.08K -31 -2%
CWM
524
Cranbrook Wealth Management
Michigan
$113K – – –
GI
525
Gradient Investments
Minnesota
$101K -$19.4M -288,641 -99%
19 20
21
22 23