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iShares Core S&P Total US Stock Market ETF

76 hedge funds and large institutions have $194M invested in iShares Core S&P Total US Stock Market ETF in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

24% more capital invested

Capital invested by funds: $157M → $194M (+$37.4M)

12% more funds holding

Funds holding: 6876 (+8)

2.83% more ownership

Funds ownership: 30.4%33.23% (+2.8%)

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
12
Increased
32
Reduced
18
Closed
4
Calls
$223K
Puts
Net Calls
+$223K
Net Calls Change
+$570K
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
51
National Planning Corporation
California
$244K +$19K +452 +9%
DFIM
52
Detwiler Fenton Investment Management
Massachusetts
$220K -$174K -4,130 -45%
CIC
53
Carnegie Investment Counsel
Ohio
$214K
HPBT
54
High Point Bank & Trust
North Carolina
$197K
SF
55
Synovus Financial
Georgia
$172K
MFS
56
MSI Financial Services
Massachusetts
$170K +$15.3K +364 +10%
SFSIG
57
San Francisco Sentry Investment Group
California
$156K +$24.2K +576 +19%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$154K
Brown Advisory
59
Brown Advisory
Maryland
$129K
Creative Planning
60
Creative Planning
Kansas
$114K
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$113K +$76.6K +1,820 +224%
ACM
62
Antonetti Capital Management
Florida
$79K -$2.44K -58 -3%
Barclays
63
Barclays
United Kingdom
$77K
WA
64
WFG Advisors
Texas
$65K +$19.7K +468 +45%
RIA
65
Regal Investment Advisors
Michigan
$57K
TWM
66
Torch Wealth Management
Ohio
$51K +$50.5K +1,200 New
WA
67
WealthTrust-Arizona
Arizona
$41K
NES
68
New England Securities
New York
$41K +$40.1K +954 New
TCM
69
TD Capital Management
Tennessee
$37K +$168 +4 +0.5%
US Bancorp
70
US Bancorp
Minnesota
$25K +$24.2K +576 New
AC
71
Alexandria Capital
Virginia
$24K +$84 +2 +0.4%
TF
72
Trutina Financial
Washington
$10K +$10.1K +240 New
FNBT
73
FineMark National Bank & Trust
Florida
$9K
CFA
74
CT Financial Advisors
Pennsylvania
$3.32K +$2.95K +70 New
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4