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iShares Core S&P Total US Stock Market ETF

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

185% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.28M

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

36% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 186

15% more capital invested

Capital invested by funds: $12.4B → $14.3B (+$1.81B)

3% more funds holding

Funds holding: 563581 (+18)

1.22% more ownership

Funds ownership: 58.59%59.82% (+1.2%)

1% more funds holding in top 10

Funds holding in top 10: 8990 (+1)

Holders
581
Holders Change
+18
Holders Change %
+3.2%
% of All Funds
12.74%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.97%
New
52
Increased
253
Reduced
186
Closed
30
Calls
$3.65M
Puts
$1.28M
Net Calls
+$2.37M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
526
CAPTRUST Financial Advisors
North Carolina
$97K -$6.03K -90 -6%
GWMIA
527
Global Wealth Management Investment Advisory
Florida
$96K -$11.7K -175 -11%
CICI
528
Capital Investment Counsel Inc
North Carolina
$84K
SIS
529
Sound Income Strategies
Florida
$79K -$11.1K -165 -12%
SSB
530
Sandy Spring Bank
Maryland
$74K +$5.43K +81 +8%
SBA
531
Secrest Blakey & Associates
North Carolina
$72K +$6.77K +101 +10%
DOA
532
D'Orazio & Associates
Virginia
$67K +$67K +1,000 New
FDCDDQ
533
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.7K
PK
534
Pflug Koory
Nebraska
$64K
TRCT
535
Tower Research Capital (TRC)
New York
$61K +$12.7K +190 +26%
TFS
536
TrustCore Financial Services
Tennessee
$60K -$10.1K -150 -14%
FANJ
537
Financial Architects (New Jersey)
New Jersey
$57K
LWM
538
Lenox Wealth Management
Ohio
$53K +$14.7K +219 +38%
Simplex Trading
539
Simplex Trading
Illinois
$49K +$49.9K +745 New
CB
540
CNB Bank
Pennsylvania
$48K
CMBA
541
C.M. Bidwell & Associates
Hawaii
$47K
MWP
542
MYCIO Wealth Partners
Pennsylvania
$47K
WEC
543
Winslow Evans & Crocker
Massachusetts
$46K
Kayne Anderson Rudnick Investment Management
544
Kayne Anderson Rudnick Investment Management
California
$44K
AIA
545
Armor Investment Advisors
North Carolina
$43K
CH
546
Canton Hathaway
Rhode Island
$40K
PCTC
547
Perkins Coie Trust Company
Washington
$29K
CIM
548
Contravisory Investment Management
Massachusetts
$27K -$14.7K -220 -35%
FPFS
549
First Personal Financial Services
North Carolina
$27K
TFO
550
Tarbox Family Office
California
$25K

ITOT Hedge Fund Activity: Q3 2019 in Review

581 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2019, worth a combined $14.3B — up 15% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ITOT positions and 30 closed out — a net gain of 22 holders — while 253 added to existing stakes and 186 trimmed.

The largest buyer was Wells Fargo, adding an estimated $543M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $76.2M.

  • 581 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2019, up from 563 in Q2 2019.
  • Funds reported $14.3B of iShares Core S&P Total US Stock Market ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2019 and 30 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2019 was Wells Fargo, an estimated $543M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2019 was Thrivent Financial for Lutherans, an estimated $76.2M sold.

Based on aggregated 13F filings for Q3 2019.