We are live on ! Find out more
ITOT icon

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
ECG
551
Edge Capital Group
Georgia
$269K
TIA
552
Traphagen Investment Advisors
New Jersey
$268K -$98.5K -1,320 -27%
TCM
553
Tradewinds Capital Management
Washington
$268K -$75 -1 -0%
AA
554
AF Advisors
California
$268K
VBFP
555
Valtinson Bruner Financial Planning
Minnesota
$268K
PCA
556
Private Capital Advisors
Connecticut
$265K
IRC
557
Investors Research Corp
Georgia
$265K +$255K +3,422 +3,979%
MC
558
Moors & Cabot
Massachusetts
$265K +$262K +3,515 New
Cerity Partners
559
Cerity Partners
New York
$262K
AF
560
Advisornet Financial
Minnesota
$260K -$542K -7,261 -68%
DWM
561
Darwin Wealth Management
Florida
$255K -$289K -3,872 -53%
APW
562
Aurora Private Wealth
New Jersey
$255K +$1.12K +15 +0.4%
GG
563
GenWealth Group
New Jersey
$252K -$148K -1,978 -38%
EP
564
Eudaimonia Partners
Tennessee
$248K -$1.34K -18 -0.5%
GWAG
565
Garrett Wealth Advisory Group
Texas
$245K -$2.98K -40 -1%
CTA
566
Chesley Taft & Associates
Illinois
$243K
FMW
567
Farr Miller & Washington
District of Columbia
$243K +$241K +3,223 New
VHAM
568
Van Hulzen Asset Management
California
$241K -$22.1K -296 -8%
DC
569
Derby & Company
Massachusetts
$240K
FC
570
Forte Capital
New York
$240K
GSWM
571
Golden State Wealth Management
California
$238K +$236K +3,157 New
LF
572
Lantz Financial
Illinois
$237K -$149 -2 -0.1%
WBC
573
West Branch Capital
Massachusetts
$235K +$232K +3,108 New
VWA
574
Visionary Wealth Advisors
Illinois
$234K -$52.8K -707 -19%
FANJ
575
Financial Architects (New Jersey)
New Jersey
$234K

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.