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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
LWAC
701
Laurel Wealth Advisors (California)
California
-$1.55M -22,347 Closed
OMC
702
Old Mission Capital
Illinois
-$944K -13,600 Closed
FSC
703
Full Sail Capital
Oklahoma
-$448K -5,930 Closed
COF
704
Capital One Financial
Virginia
-$336K -4,844 Closed
CWM
705
Cornerstone Wealth Management
Missouri
-$313K -4,501 Closed
NC
706
NovaPoint Capital
Georgia
-$307K -4,424 Closed
TA
707
Townsend & Associates
Colorado
-$284K -4,094 Closed
SAM
708
Smithbridge Asset Management
Pennsylvania
-$253K -3,646 Closed
NWM
709
Northwest Wealth Management
Iowa
-$253K -3,637 Closed
CCP
710
Corient Capital Partners
California
-$238K -3,428 Closed
GC
711
Grimes & Company
Massachusetts
-$234K -3,374 Closed
RWM
712
Reston Wealth Management
Virginia
-$229K -3,295 Closed
VWA
713
V Wealth Advisors
Kansas
-$224K -3,231 Closed
SMFS
714
Squar Milner Financial Services
California
-$222K -3,190 Closed
TCM
715
Telos Capital Management
California
-$221K -3,184 Closed
IF
716
Intrua Financial
Texas
-$213K -2,801 Closed
CRWM
717
Castle Rock Wealth Management
California
-$202K -2,716 Closed
CFG
718
Citizens Financial Group
Rhode Island
-$147K -2,115 Closed
FWM
719
FSA Wealth Management
Massachusetts
-$100K -1,440 Closed
QCG
720
Quadrant Capital Group
Ohio
-$79.8K -1,070 -99%
OPS
721
Orion Portfolio Solutions
Nebraska
-$73K -1,053 Closed
CWM
722
Campbell Wealth Management
Virginia
-$59K -853 Closed
LWCFA
723
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$35K -511 Closed
GWMIA
724
Global Wealth Management Investment Advisory
Florida
-$29K -420 Closed
WCAMG
725
Woodard & Company Asset Management Group
North Carolina
-$26K -370 Closed

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.