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iShares Core S&P Total US Stock Market ETF

84 hedge funds and large institutions have $247M invested in iShares Core S&P Total US Stock Market ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 19

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

4% more funds holding

Funds holding: 8184 (+3)

3% more capital invested

Capital invested by funds: $239M → $247M (+$7.89M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.86% less ownership

Funds ownership: 37.62%33.76% (-3.9%)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
37
Reduced
19
Closed
5
Calls
$368K
Puts
Net Calls
+$368K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
MM
51
Meridian Management
Arkansas
$363K
CG
52
Colony Group
Massachusetts
$351K +$353K +7,820 New
GT
53
Greenleaf Trust
Michigan
$338K
Lazard Asset Management
54
Lazard Asset Management
New York
$337K -$7.4K -164 -2%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$336K +$337K +7,468 New
NGA
56
Naples Global Advisors
Florida
$298K
AI
57
Atria Investments
North Carolina
$284K -$9.66K -214 -3%
NPC
58
National Planning Corporation
California
$252K +$451 +10 +0.2%
CAN
59
Cetera Advisor Networks
California
$246K +$248K +5,488 New
Creative Planning
60
Creative Planning
Kansas
$219K +$7.67K +170 +4%
MFS
61
MSI Financial Services
Massachusetts
$208K +$12.6K +278 +6%
HPBT
62
High Point Bank & Trust
North Carolina
$206K
SFSIG
63
San Francisco Sentry Investment Group
California
$182K +$18.7K +414 +11%
SF
64
Synovus Financial
Georgia
$179K
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$161K
TCM
66
TD Capital Management
Tennessee
$147K +$109K +2,404 +275%
NES
67
New England Securities
New York
$133K +$128K +2,830 +2,144%
WA
68
WFG Advisors
Texas
$104K +$25.7K +570 +32%
RIA
69
Regal Investment Advisors
Michigan
$101K +$20.1K +446 +25%
ACM
70
Antonetti Capital Management
Florida
$83K
Barclays
71
Barclays
United Kingdom
$80K
GAM
72
Gemmer Asset Management
California
$69K
BCI
73
Brinker Capital Investments
Pennsylvania
$62K +$16.3K +362 +36%
US Bancorp
74
US Bancorp
Minnesota
$57K +$31.5K +698 +121%
NFG
75
Next Financial Group
Texas
$48K +$48.3K +1,070 New