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 %
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$24K +$24K +362 New
RWG
552
Regal Wealth Group
California
$23K -$232K -3,447 -91%
GTAM
553
Global Trust Asset Management
Florida
$23K – – –
HS
554
Horan Securities
United States
$23K +$2.09K +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 +$5.8K +86 +36%
PFO
558
Pathstone Family Office
New Jersey
$20K +$610 +10 +3%
G
559
Gainplan
Michigan
$20K +$20K +298 New
PB
560
Pinnacle Bancorp
Nebraska
$18K +$1.71K +26 +11%
FEG
561
Financial Enhancement Group
Indiana
$15K – – –
TWA
562
TCI Wealth Advisors
Arizona
$15K – – –
VNA
563
Valley National Advisers
Pennsylvania
$14K +$14K +215 New
ME
564
McIlrath & Eck
Washington
$13K +$13K +188 New
VRM
565
Vectors Research Management
New York
$12K -$7.23K -109 -38%
MA
566
MCF Advisors
Kentucky
$12K +$12K +175 New
CCM
567
Cribstone Capital Management
Maine
$12K +$12K +179 New
BWA
568
BDO Wealth Advisors
Florida
$11K +$65 +1 +0.6%
EIP
569
Ellis Investment Partners
Pennsylvania
$11K +$2.05K +33 +23%
KTC
570
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
LWA
571
Lowe Wealth Advisors
Maryland
$9K – – –
CAN
572
Claraphi Advisory Network
United States
$9K +$9K +138 New
BWM
573
BerganKDV Wealth Management
Minnesota
$8K -$5.61K -80 -41%
CB
574
Community Bank
New York
$8K – – –
AAP
575
Arax Advisory Partners
Colorado
$8K +$8K +122 New
21 22
23
24 25