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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
NP
576
NorthRock Partners
Minnesota
$233K -$292K -3,913 -56%
BFG
577
Barber Financial Group
Kansas
$233K +$1.04K +14 +0.5%
SWA
578
SFMG Wealth Advisors
Texas
$233K +$230K +3,084 New
AFS
579
Aft Forsyth & Sober
Florida
$232K
GPA
580
Garrison Point Advisors
California
$232K +$229K +3,067 New
TYCC
581
Texas Yale Capital Corp
Florida
$231K
GFPC
582
Global Financial Private Client
Florida
$230K -$104K -1,387 -31%
PPP
583
Private Portfolio Partners
New Jersey
$229K +$226K +3,032 New
SFM
584
Signet Financial Management
New Jersey
$222K +$75 +1 +0%
PA
585
Procyon Advisors
Connecticut
$219K +$8.06K +108 +4%
WQ
586
Wealth Quarterback
New Jersey
$218K
PFA
587
Professional Financial Advisors
Nebraska
$216K +$2.54K +34 +1%
FA
588
FC Advisory
Pennsylvania
$215K -$8.88K -119 -4%
Citigroup
589
Citigroup
New York
$214K -$206K -2,766 -49%
SIC
590
Samalin Investment Counsel
New York
$211K +$209K +2,800 New
CFS
591
CRA Financial Services
New Jersey
$209K -$15.7K -210 -7%
DIA
592
Dana Investment Advisors
Wisconsin
$209K +$207K +2,768 New
Charles Schwab
593
Charles Schwab
California
$208K +$205K +2,750 New
MWM
594
McNaughton Wealth Management
California
$207K -$19.2K -257 -9%
ECM
595
Exchange Capital Management
Michigan
$206K -$47K -630 -19%
LWA
596
LWS Wealth Advisors
New Jersey
$206K +$203K +2,724 New
KA
597
Klingman & Associates
New York
$204K +$202K +2,703 New
SIS
598
SVB Investment Services
Utah
$201K +$96.3K +1,290 +94%
FFA
599
Founders Financial Alliance
North Carolina
$198K +$194K +2,594 New
CIAS
600
Capital Investment Advisory Services
North Carolina
$190K +$181K +2,420 +2,420%

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.