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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
TWA
651
TCI Wealth Advisors
Arizona
$29K -$8.06K -108 -22%
HS
652
Horan Securities
United States
$28K
LWA
653
Lenox Wealth Advisors
New York
$28K
LS
654
Leelyn Smith
Illinois
$28K +$149 +2 +0.5%
VNA
655
Valley National Advisers
Pennsylvania
$26K
RWG
656
Regal Wealth Group
California
$26K +$149 +2 +0.6%
SFA
657
Stewardship Financial Advisors
Georgia
$24K -$33.5K -449 -59%
IFAM
658
Institutional & Family Asset Management
Colorado
$23K +$18.3K +245 +438%
AWA
659
Artemis Wealth Advisors
New York
$22.5K +$22.2K +298 New
DI
660
Disciplined Investments
Oklahoma
$22K
RIM
661
Rockbridge Investment Management
New York
$20K
SBL
662
Sargent Bickham Lagudis
Colorado
$19K +$75 +1 +0.4%
PCFFS
663
Pacific Center for Financial Services
California
$19K +$10.4K +140 +128%
WB
664
West Bancorporation
Iowa
$18K -$11.3K -151 -39%
PGAM
665
Princeton Global Asset Management
New Jersey
$17K
LDFR
666
Lehman & Derafelo Financial Resources
Pennsylvania
$16K
RWA
667
Ropes Wealth Advisors
Massachusetts
$16K
ME
668
McIlrath & Eck
Washington
$14K
VRM
669
Vectors Research Management
New York
$14K
MA
670
MCF Advisors
Kentucky
$13K
EIP
671
Ellis Investment Partners
Pennsylvania
$13K +$1.57K +21 +13%
LWA
672
Lowe Wealth Advisors
Maryland
$12K
KCM
673
Kathmere Capital Management
Pennsylvania
$12K +$11.4K +153 New
KTC
674
Kistler-Tiffany Companies
Pennsylvania
$11K
BWM
675
BerganKDV Wealth Management
Minnesota
$11K +$373 +5 +4%

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.