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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
FCM
601
Firestone Capital Management
Florida
$189K
SFA
602
Semmax Financial Advisors
North Carolina
$183K
CWM
603
Cranbrook Wealth Management
Michigan
$173K
RFA
604
Reilly Financial Advisors
California
$170K -$11.2K -150 -6%
OC
605
Oakworth Capital
Alabama
$169K
TFS
606
TrustCore Financial Services
Tennessee
$157K +$10.7K +144 +7%
Simplex Trading
607
Simplex Trading
Illinois
$139K +$138K +1,850 New
IBOK
608
Independence Bank of Kentucky
Kentucky
$137K +$136K +1,818 New
BWM
609
BNC Wealth Management
Oregon
$135K +$133K +1,785 New
PO
610
Private Ocean
California
$124K -$112K -1,500 -48%
GAM
611
Gemmer Asset Management
California
$119K
BAMG
612
Brand Asset Management Group
Missouri
$116K +$75 +1 +0.1%
CMBA
613
C.M. Bidwell & Associates
Hawaii
$99K
CICI
614
Capital Investment Counsel Inc
North Carolina
$94K
FP
615
Fiduciary Planning
Florida
$93K +$92.3K +1,237 New
SIS
616
Sound Income Strategies
Florida
$90K +$298 +4 +0.3%
EI
617
Ellevest Inc
New York
$90K +$15.2K +204 +21%
AWM
618
Atticus Wealth Management
Florida
$78K +$373 +5 +0.5%
BFEC
619
Benjamin F. Edwards & Company
Missouri
$76K -$54.5K -730 -42%
FDCDDQ
620
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.6K -$52.2K -700 -44%
IWP
621
IAG Wealth Partners
Wisconsin
$67K -$20.3K -272 -24%
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$66K
PAI
623
Pittenger & Anderson Inc
Nebraska
$63K +$62.2K +834 New
JCM
624
Jacobi Capital Management
Pennsylvania
$56K -$1.19K -16 -2%
CB
625
CNB Bank
Pennsylvania
$54K

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.