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iShares Core S&P Total US Stock Market ETF
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187 hedge funds and large institutions have $1.7B invested in iShares Core S&P Total US Stock Market ETF in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $2.67M | Put options by funds: $772K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

81% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 47

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

9% more capital invested

Capital invested by funds: $1.55B → $1.7B (+$142M)

9% more funds holding

Funds holding: 172 → 187 (+15)

2.04% less ownership

Funds ownership: 85.53% → 83.5% (-2%)

Holders
187
Holders Change
+15
Holders Change %
+8.72%
% of All Funds
4.99%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.48%
New
27
Increased
85
Reduced
47
Closed
10
Calls
$2.67M
Puts
$772K
Net Calls
+$1.9M
Net Calls Change
+$1.14M

Top Buyers

1
PAMG
Patton Albertson Miller Group
Tennessee
+$38M
2
Bank of America
Bank of America
North Carolina
+$35.1M
3
BA
BlackRock Advisors
Delaware
+$27.2M
4
TPWA
TRUE Private Wealth Advisors
Oregon
+$14M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$13.8M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$41.9M
2
LPL Financial
LPL Financial
California
-$20.2M
3
Jane Street
Jane Street
New York
-$13.7M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$11.2M
5
Citadel Advisors
Citadel Advisors
Florida
-$8.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIAN
51
Mariner Independent Advisor Network
Kansas
$4.51M +$8.31M +176,060 +1,335%
BP
52
Ballentine Partners
Massachusetts
$4.12M +$326K +6,914 +9%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$3.88M +$95.6K +2,026 +3%
JMFC
54
J.M. Forbes & Co
Massachusetts
$3.81M +$43.8K +928 +1%
ADL
55
Asset Dedication LLC
California
$3.58M -$348K -7,384 -9%
RJA
56
Raymond James & Associates
Florida
$3M +$2.34M +49,504 +365%
AG
57
Advisor Group
Arizona
$2.89M +$2.86M +60,720 New
AllianceBernstein
58
AllianceBernstein
Tennessee
$2.79M +$2.76M +58,574 New
AIA
59
Allegis Investment Advisors
Idaho
$2.75M +$2.76M +58,566 New
JP Morgan Chase
60
JP Morgan Chase
New York
$2.72M -$1.78M -37,796 -40%
FFA
61
First Foundation Advisors
California
$2.62M -$3.51M -74,360 -57%
SHCM
62
Stokes & Hubbell Capital Management
Louisiana
$2.6M +$304K +6,444 +13%
KAM
63
Keeley Asset Management
Illinois
$2.57M +$1.73M +36,600 +210%
EPP
64
ETF Portfolio Partners
Kansas
$2.46M +$2.43M +51,612 New
OCM
65
Oakwood Capital Management
California
$2.43M -$178K -3,780 -7%
EA
66
Efficient Advisors
Ohio
$2.32M -$142K -3,008 -6%
RA
67
RFG Advisory
Alabama
$2.24M -$95.8K -2,030 -4%
Stifel Financial
68
Stifel Financial
Missouri
$2.21M +$1.27M +26,912 +138%
BCM
69
Beck Capital Management
Texas
$2.1M -$439K -9,304 -17%
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$2.08M +$1.49M +31,566 +261%
OWD
71
Osborn Williams & Donohoe
Ohio
$1.95M – – –
AAM
72
Autus Asset Management
Arizona
$1.94M +$1.61M +34,236 +73%
BBA
73
BLB&B Advisors
Pennsylvania
$1.85M +$100K +2,126 +6%
IA
74
IFP Advisors
Florida
$1.82M -$3.66M -77,524 -67%
WAM
75
Weatherly Asset Management
California
$1.77M +$129K +2,734 +8%
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