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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
FCH
626
Freestone Capital Holdings
Washington
$53.6K +$53K +710 New
Kayne Anderson Rudnick Investment Management
627
Kayne Anderson Rudnick Investment Management
California
$50K
LFG
628
Larson Financial Group
Missouri
$50K +$49K +656 New
IA
629
Independence Advisors
Pennsylvania
$49K
AAP
630
Arax Advisory Partners
Colorado
$49K +$1.72K +23 +4%
AIA
631
Armor Investment Advisors
North Carolina
$48K
PB
632
Pinnacle Bancorp
Nebraska
$47K +$31.6K +424 +214%
LWM
633
Liberty Wealth Management
California
$46K -$69.6K -933 -61%
HIM
634
HawsGoodwin Investment Management
Tennessee
$46K -$522 -7 -1%
CH
635
Canton Hathaway
Rhode Island
$45K
M
636
MOTCO
Texas
$38K -$8.81K -118 -19%
CFB
637
Cullen/Frost Bankers
Texas
$38K +$26.4K +354 +234%
DSC
638
Duncker Streett & Co
Missouri
$37K
PK
639
Pflug Koory
Nebraska
$36K -$1.04K -14 -3%
WEC
640
Winslow Evans & Crocker
Massachusetts
$34K -$11.2K -150 -25%
Bank of Montreal
641
Bank of Montreal
Ontario, Canada
$34K
GI
642
Gradient Investments
Minnesota
$33K
PCTC
643
Perkins Coie Trust Company
Washington
$33K
TCOV
644
Trust Company of Vermont
Vermont
$33K
YAL
645
Your Advocates Ltd
Texas
$33K +$32.4K +434 New
NFSG
646
Newbridge Financial Services Group
Florida
$32K +$31.2K +418 New
FP
647
Financial Perspectives
Minnesota
$31.8K +$75 +1 +0.2%
SFC
648
SYM Financial Corp
Indiana
$31K +$30.9K +414 New
HWA
649
HHM Wealth Advisors
Tennessee
$30K
SIC
650
Salem Investment Counselors
North Carolina
$30K

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.