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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
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$24K +$24.3K +362 New
RWG
552
Regal Wealth Group
California
$23K -$231K -3,447 -91%
GTAM
553
Global Trust Asset Management
Florida
$23K
HS
554
Horan Securities
United States
$23K +$2.08K +31 +10%
OC
555
Oakworth Capital
Alabama
$22K
PGAM
556
Princeton Global Asset Management
New Jersey
$22K
SFSG
557
Stearns Financial Services Group
North Carolina
$22K +$5.76K +86 +36%
PFO
558
Pathstone Family Office
New Jersey
$20K +$670 +10 +3%
G
559
Gainplan
Michigan
$20K +$20K +298 New
PB
560
Pinnacle Bancorp
Nebraska
$18K +$1.74K +26 +11%
FEG
561
Financial Enhancement Group
Indiana
$15K
TWA
562
TCI Wealth Advisors
Arizona
$15K
VNA
563
Valley National Advisers
Pennsylvania
$14K +$14.4K +215 New
ME
564
McIlrath & Eck
Washington
$13K +$12.6K +188 New
VRM
565
Vectors Research Management
New York
$12K -$7.3K -109 -38%
MA
566
MCF Advisors
Kentucky
$12K +$11.7K +175 New
CCM
567
Cribstone Capital Management
Maine
$12K +$12K +179 New
BWA
568
BDO Wealth Advisors
Florida
$11K +$67 +1 +0.6%
EIP
569
Ellis Investment Partners
Pennsylvania
$11K +$2.21K +33 +23%
KTC
570
Kistler-Tiffany Companies
Pennsylvania
$10K
LWA
571
Lowe Wealth Advisors
Maryland
$9K
CAN
572
Claraphi Advisory Network
United States
$9K +$9.25K +138 New
BWM
573
BerganKDV Wealth Management
Minnesota
$8K -$5.36K -80 -41%
CB
574
Community Bank
New York
$8K
AAP
575
Arax Advisory Partners
Colorado
$8K +$8.17K +122 New

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.