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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
M&T Bank
526
M&T Bank
New York
-$592K -8,891 Closed
TSS
527
Two Sigma Securities
New York
-$449K -6,738 Closed
FAB
528
First American Bank
Illinois
-$337K -5,052 Closed
KA
529
Kovack Advisors
Florida
-$312K -4,689 Closed
SXL
530
Summit X LLC
Missouri
-$314K -4,673 Closed
BPCE
531
Bank Pictet & Cie (Europe)
Germany
-$294K -4,410 Closed
FCIM
532
Fairview Capital Investment Management
California
-$239K -3,585 Closed
RWM
533
Ritholtz Wealth Management
New York
-$228K -3,427 Closed
HIS
534
Horizon Investment Services
Indiana
-$223K -3,345 Closed
JCM
535
Janney Capital Management
Pennsylvania
-$220K -3,309 Closed
OFG
536
OmniStar Financial Group
North Carolina
-$207K -3,104 Closed
FA
537
FC Advisory
Pennsylvania
-$205K -3,075 Closed
BFG
538
Barber Financial Group
Kansas
-$203K -3,045 Closed
SEIA
539
Signature Estate & Investment Advisors
California
-$138K -2,070 Closed
CFG
540
Citizens Financial Group
Rhode Island
-$98K -1,477 Closed
TFS
541
TrustCore Financial Services
Tennessee
-$82K -1,228 Closed
FMII
542
Farmers & Merchants Investments Inc
Nebraska
-$79K -1,192 Closed
PMFA
543
Plante Moran Financial Advisors
Michigan
-$73K -1,092 Closed
CAG
544
Csenge Advisory Group
Florida
-$57K -936 Closed
FWC
545
First Washington Corp
Washington
-$55K -820 Closed
JFA
546
JNBA Financial Advisors
Minnesota
-$53K -800 Closed
CAW
547
Cornerstone Advisors (Washington)
Washington
-$51K -760 Closed
ML
548
McAdam LLC
Pennsylvania
-$27K -403 Closed
SJIM
549
St. Johns Investment Management
Florida
-$14K -214 Closed
SCM
550
Southport Capital Management
Tennessee
-$11K -172 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.