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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
CG
501
CFO4Life Group
Texas
$347K
JWCA
502
J.W. Coons Advisors
Ohio
$342K -$5.52K -74 -2%
ESB
503
Essex Savings Bank
Connecticut
$342K
FAM
504
Fenimore Asset Management
New York
$340K
HW
505
Hancock Whitney
Mississippi
$336K -$9.7K -130 -3%
FI
506
FormulaFolio Investments
Michigan
$336K +$64.3K +862 +24%
GFS
507
GYL Financial Synergies
Connecticut
$335K +$48.8K +654 +17%
M&T Bank
508
M&T Bank
New York
$331K -$58.8K -788 -15%
LWA
509
Lineweaver Wealth Advisors
Ohio
$329K +$224 +3 +0.1%
SFSG
510
Stearns Financial Services Group
North Carolina
$329K +$301K +4,032 +1,222%
LWP
511
Legacy Wealth Planning
Nevada
$328K -$91.4K -1,225 -22%
DWM
512
Doyle Wealth Management
Florida
$328K -$11K -148 -3%
SCA
513
Spearhead Capital Advisors
Florida
$328K
LFA
514
Lighthouse Financial Advisors
Maryland
$322K -$16.3K -219 -5%
SFWA
515
Summit Financial Wealth Advisors
Louisiana
$320K -$88.7K -1,189 -22%
WP
516
WealthShield Partners
North Carolina
$316K -$26.9K -361 -8%
BWA
517
Beam Wealth Advisors
Louisiana
$315K
SSB
518
Sandy Spring Bank
Maryland
$314K -$38.4K -514 -11%
CFG
519
Cooper Financial Group
California
$313K +$27.1K +363 +10%
LRIA
520
Leonard Rickey Investment Advisors
Washington
$309K +$44.8K +601 +17%
WCM
521
WealthBridge Capital Management
Ohio
$308K -$21.5K -288 -7%
FFS
522
Founders Financial Securities
Maryland
$308K +$305K +4,083 New
CFD
523
Creative Financial Designs
Indiana
$306K +$234K +3,135 +340%
AC
524
Apella Capital
Connecticut
$305K +$746 +10 +0.2%
TC
525
TownSquare Capital
Utah
$304K +$299K +4,007 New

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.