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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
AssetMark Inc
576
AssetMark Inc
California
$7K +$4.22K +63 +154%
IRC
577
Investors Research Corp
Georgia
$6K
TCOV
578
Trust Company of Vermont
Vermont
$6K
SFA
579
Stewardship Financial Advisors
Georgia
$5K
SBL
580
Sargent Bickham Lagudis
Colorado
$4K -$36.7K -548 -90%
CIA
581
Cascade Investment Advisors
Oregon
$1.34K
LFG
582
Larson Financial Group
Missouri
$1K +$938 +14 New
SWP
583
Strategic Wealth Partners
Ohio
$19 +$19.6K +293 New
RCAG
584
Rehmann Capital Advisory Group
Michigan
-$24.1M -361,679 Closed
FTS
585
Fifth Third Securities
Ohio
-$14.6M -219,422 Closed
APCM
586
Alaska Permanent Capital Management
Alaska
-$12M -180,451 Closed
KTA
587
Keeley-Teton Advisors
Illinois
-$4.4M -66,000 Closed
TA
588
Townsend & Associates
Colorado
-$1.83M -26,989 Closed
BS
589
Banco Santander
Spain
-$754K -11,360 Closed
OFW
590
Omnia Family Wealth
Florida
-$747K -11,206 Closed
PIM
591
Provident Investment Management
Michigan
-$665K -9,987 Closed
VCA
592
Verdence Capital Advisors
Maryland
-$518K -7,780 Closed
FA
593
FDx Advisors
Illinois
-$518K -7,778 Closed
CIBC World Market
594
CIBC World Market
Ontario, Canada
-$470K -7,047 Closed
QPWM
595
Quadrant Private Wealth Management
Pennsylvania
-$464K -6,968 Closed
BAAM
596
Baker Avenue Asset Management
California
-$347K -5,220 Closed
Renaissance Technologies
597
Renaissance Technologies
New York
-$273K -4,100 Closed
WAS
598
WESPAC Advisors SoCal
California
-$224K -3,375 Closed
MG
599
Mather Group
Illinois
-$219K -3,294 Closed
FAM
600
Fenimore Asset Management
New York
-$216K -3,242 Closed

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.