ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

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.

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

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$15.7M
2
PAG
2
Private Advisor Group
New Jersey
$4.79M
3
JIC
3
Johnson Investment Counsel
Ohio
$873K
4
ACM
4
Aviance Capital Management
Florida
$2.76M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$2.13M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$25.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$847K
5
Jane Street
5
Jane Street
New York
$3.66M
Name Market Value Shares Shares
Change 		Shares
Change %
MM
51
Meridian Management
Arkansas
$363K 4,050 – –
CG
52
Colony Group
Massachusetts
$351K 3,910 +3,910 New
GT
53
Greenleaf Trust
Michigan
$338K 3,770 – –
Lazard Asset Management
54
Lazard Asset Management
New York
$337K 3,766 -82 -2%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$336K 3,734 +3,734 New
NGA
56
Naples Global Advisors
Florida
$298K 3,320 – –
AI
57
Atria Investments
North Carolina
$284K 3,162 -107 -3%
NPC
58
National Planning Corporation
California
$252K 2,821 +5 +0.2%
CAN
59
Cetera Advisor Networks
California
$246K 2,744 +2,744 New
Creative Planning
60
Creative Planning
Kansas
$219K 2,439 +85 +4%
MFS
61
MSI Financial Services
Massachusetts
$208K 2,320 +139 +6%
HPBT
62
High Point Bank & Trust
North Carolina
$206K 2,300 – –
SFSIG
63
San Francisco Sentry Investment Group
California
$182K 2,026 +207 +11%
SF
64
Synovus Financial
Georgia
$179K 2,000 – –
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$161K 1,792 – –
TCM
66
TD Capital Management
Tennessee
$147K 1,639 +1,202 +275%
NES
67
New England Securities
New York
$133K 1,481 +1,415 +2,144%
WA
68
WFG Advisors
Texas
$104K 1,162 +285 +32%
RIA
69
Regal Investment Advisors
Michigan
$101K 1,124 +223 +25%
ACM
70
Antonetti Capital Management
Florida
$83K 927 – –
Barclays
71
Barclays
United Kingdom
$80K 900 – –
GAM
72
Gemmer Asset Management
California
$69K 772 – –
BCI
73
Brinker Capital Investments
Pennsylvania
$62K 689 +181 +36%
US Bancorp
74
US Bancorp
Minnesota
$57K 637 +349 +121%
NFG
75
Next Financial Group
Texas
$48K 535 +535 New
1 2
3
4