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iShares Core S&P Total US Stock Market ETF

68 hedge funds and large institutions have $157M invested in iShares Core S&P Total US Stock Market ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

23% more capital invested

Capital invested by funds: $127M → $157M (+$29.8M)

13% more funds holding

Funds holding: 6068 (+8)

0.7% more ownership

Funds ownership: 29.7%30.4% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

63% less call options, than puts

Call options by funds: $203K | Put options by funds: $550K

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
26
Reduced
20
Closed
4
Calls
$203K
Puts
$550K
Net Calls
-$347K
Net Calls Change
-$347K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
Windsor Capital Management
Arizona
$201K +$487 +12 +0.3%
HPBT
52
High Point Bank & Trust
North Carolina
$195K
SF
53
Synovus Financial
Georgia
$167K
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$152K
MFS
55
MSI Financial Services
Massachusetts
$152K +$85.9K +2,118 +144%
SFSIG
56
San Francisco Sentry Investment Group
California
$130K +$124K +3,062 New
Brown Advisory
57
Brown Advisory
Maryland
$127K
Creative Planning
58
Creative Planning
Kansas
$112K -$2.11K -52 -2%
ACM
59
Antonetti Capital Management
Florida
$81K +$2.03K +50 +3%
Barclays
60
Barclays
United Kingdom
$76K +$73K +1,800 New
RIA
61
Regal Investment Advisors
Michigan
$56K +$45.5K +1,122 +561%
WA
62
WFG Advisors
Texas
$44K +$730 +18 +2%
WA
63
WealthTrust-Arizona
Arizona
$41K -$20K -494 -34%
TCM
64
TD Capital Management
Tennessee
$37K +$35.1K +866 New
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$34K +$6.65K +164 +25%
AC
66
Alexandria Capital
Virginia
$23K -$9.89K -244 -31%
FNBT
67
FineMark National Bank & Trust
Florida
$9K +$81 +2 +0.9%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4 +$3.65K +90 New
KA
69
Kovack Advisors
Florida
-$812K -21,070 Closed
VAM
70
Visionary Asset Management
Texas
-$603K -16,210 Closed
TRCT
71
Tower Research Capital (TRC)
New York
-$481K -12,478 Closed
PSI
72
Pinnacle Summer Investments
Virginia
-$22K -560 Closed