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iShares Core S&P Total US Stock Market ETF

81 hedge funds and large institutions have $239M invested in iShares Core S&P Total US Stock Market ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more capital invested

Capital invested by funds: $194M → $239M (+$45.1M)

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

7% more funds holding

Funds holding: 7681 (+5)

4.39% more ownership

Funds ownership: 33.23%37.62% (+4.4%)

37% less call options, than puts

Call options by funds: $224K | Put options by funds: $358K

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
13
Increased
28
Reduced
25
Closed
7
Calls
$224K
Puts
$358K
Net Calls
-$134K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$334K +$209K +4,816 +183%
PAG
52
Private Advisor Group
New Jersey
$305K -$59K -1,356 -17%
NGA
53
Naples Global Advisors
Florida
$298K +$24.4K +560 +9%
AI
54
Atria Investments
North Carolina
$293K -$23.9K -550 -8%
NPC
55
National Planning Corporation
California
$252K
WCM
56
Windsor Capital Management
Arizona
$235K -$28.7K -660 -11%
Creative Planning
57
Creative Planning
Kansas
$211K +$89.3K +2,052 +77%
HPBT
58
High Point Bank & Trust
North Carolina
$206K
CS
59
Credit Suisse
Switzerland
$202K +$196K +4,502 New
MFS
60
MSI Financial Services
Massachusetts
$195K +$17.7K +406 +10%
SF
61
Synovus Financial
Georgia
$179K
SFSIG
62
San Francisco Sentry Investment Group
California
$163K
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$161K
ACM
64
Antonetti Capital Management
Florida
$83K
RIA
65
Regal Investment Advisors
Michigan
$81K +$20.9K +480 +36%
Barclays
66
Barclays
United Kingdom
$80K
WA
67
WFG Advisors
Texas
$79K +$10.6K +244 +16%
GAM
68
Gemmer Asset Management
California
$69K +$67.2K +1,544 New
TWM
69
Torch Wealth Management
Ohio
$54K
BCI
70
Brinker Capital Investments
Pennsylvania
$46K +$44.2K +1,016 New
WA
71
WealthTrust-Arizona
Arizona
$43K
TIM
72
Tortoise Investment Management
New York
$43K +$41.7K +958 New
TCM
73
TD Capital Management
Tennessee
$39K +$174 +4 +0.5%
SSB
74
Sandy Spring Bank
Maryland
$27K +$26.1K +600 New
US Bancorp
75
US Bancorp
Minnesota
$26K