ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

672 hedge funds and large institutions have $12.9B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 246 increasing their positions, 264 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-18
Holders Change %
-2.61%
% of All Funds
14.84%
Holding in Top 10
99
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.33%
% of All Funds
2.19%
New
89
Increased
246
Reduced
264
Closed
95
Calls
$60.3M
Puts
$992K
Net Calls
+$59.3M
Net Calls Change
+$57.5M

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$696M
2
Wells Fargo
2
Wells Fargo
California
$1.83B
3
BlackRock
3
BlackRock
New York
$1.73B
4
ST
4
Sentinel Trust
Texas
$99.3M
5
NB
5
Norinchukin Bank
Japan
$90.5M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$358M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$499M
3
PAS
3
Park Avenue Securities
New York
$0
4
AI
4
Atria Investments
North Carolina
$0
5
VIP
5
Viewpoint Investment Partners
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
626
Claraphi Advisory Network
United States
$22K +$22K +378 New
TFO
627
Tarbox Family Office
California
$21K – – –
HS
628
Horan Securities
United States
$21K +$21K +369 New
LWA
629
Lenox Wealth Advisors
New York
$21K +$21K +375 New
RWG
630
Regal Wealth Group
California
$20K +$115 +2 +0.6%
OC
631
Oakworth Capital
Alabama
$19K – – –
SFSG
632
Stearns Financial Services Group
North Carolina
$19K +$58 +1 +0.3%
GTAM
633
Global Trust Asset Management
Florida
$19K +$762 +13 +4%
RDWM
634
Red Door Wealth Management
Tennessee
$19K +$19K +342 New
SFA
635
Stewardship Financial Advisors
Georgia
$18K -$25.8K -450 -59%
SBL
636
Sargent Bickham Lagudis
Colorado
$18K +$10.8K +188 +149%
CIAS
637
Capital Investment Advisory Services
North Carolina
$17K – – –
DI
638
Disciplined Investments
Oklahoma
$17K – – –
BWM
639
Baystate Wealth Management
Massachusetts
$17K +$17K +292 New
JCM
640
Jacobi Capital Management
Pennsylvania
$16K -$3.79M -67,761 -100%
BWL
641
Bogart Wealth LLC
Virginia
$15K +$13.9K +239 +1,258%
ST
642
Smithfield Trust
Pennsylvania
$15K +$15K +256 New
PGAM
643
Princeton Global Asset Management
New Jersey
$14K -$29.2K -522 -68%
FEG
644
Financial Enhancement Group
Indiana
$13K – – –
RWA
645
Ropes Wealth Advisors
Massachusetts
$12K +$12K +215 New
FPB
646
First PREMIER Bank
South Dakota
$12K +$12K +215 New
PB
647
Pinnacle Bancorp
Nebraska
$11K -$4.17K -75 -27%
TWA
648
TCI Wealth Advisors
Arizona
$11K – – –
ME
649
McIlrath & Eck
Washington
$11K – – –
KTC
650
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
24 25
26
27 28