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iShares Core S&P Total US Stock Market ETF

269 hedge funds and large institutions have $3.98B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

103% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 65

30% more capital invested

Capital invested by funds: $3.06B → $3.98B (+$925M)

7% more funds holding

Funds holding: 251269 (+18)

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

0.96% more ownership

Funds ownership: 48.85%49.81% (+0.96%)

20% less call options, than puts

Call options by funds: $697K | Put options by funds: $870K

Holders
269
Holders Change
+18
Holders Change %
+7.17%
% of All Funds
6.7%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
35
Increased
132
Reduced
65
Closed
9
Calls
$697K
Puts
$870K
Net Calls
-$173K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$8.83M -$5.42M -101,642 -38%
HB
52
Homrich & Berg
Georgia
$8.46M +$1.28M +24,000 +18%
BCM
53
Brookstone Capital Management
Illinois
$8.13M +$2.69M +50,500 +50%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$8.08M -$482K -9,045 -6%
TIM
55
Tortoise Investment Management
New York
$7.93M +$262K +4,911 +3%
FFBTD
56
First Financial Bank - Trust Division
Ohio
$7.85M -$19K -357 -0.2%
SHCM
57
Stokes & Hubbell Capital Management
Louisiana
$7.83M +$2.91M +54,515 +60%
BRWA
58
B. Riley Wealth Advisors
Florida
$7.66M -$368K -6,894 -5%
AW
59
ACG Wealth
Georgia
$7.32M -$3.45M -64,681 -32%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$6.78M
IA
61
IFP Advisors
Florida
$6.61M -$2.93M -54,891 -31%
FAAS
62
First Allied Advisory Services
California
$6.56M +$1.32M +24,708 +27%
ACP
63
Aveo Capital Partners
Colorado
$6.53M +$330K +6,182 +5%
Prudential Financial
64
Prudential Financial
New Jersey
$6.49M -$2.8M -52,500 -30%
AWM
65
AE Wealth Management
Kansas
$6.49M +$1.14M +21,364 +22%
CAG
66
Crestwood Advisors Group
Massachusetts
$6.42M +$86.2K +1,616 +1%
Axa
67
Axa
France
$6.41M +$6.33M +118,710 New
SMM
68
Stadion Money Management
Georgia
$6.16M +$1.34M +25,091 +28%
SS
69
Simplicity Solutions
Minnesota
$5.93M +$726K +13,621 +14%
SG Americas Securities
70
SG Americas Securities
New York
$5.44M -$2.38M -44,560 -31%
PFA
71
Pinnacle Family Advisors
Missouri
$5.43M -$39.1K -733 -0.7%
NGA
72
Naples Global Advisors
Florida
$5.42M -$22.4K -420 -0.4%
GA
73
Geneva Advisors
Illinois
$5.29M -$38K -712 -0.7%
ADL
74
Asset Dedication LLC
California
$5.18M +$606K +11,356 +13%
SIAP
75
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.14M +$2.08M +39,080 +111%

ITOT Hedge Fund Activity: Q1 2017 in Review

269 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2017, worth a combined $3.98B — up 30% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 9 closed out — a net gain of 26 holders — while 132 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $806M. The largest seller was Advisor Group, cutting an estimated $5.42M.

  • 269 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2017, up from 251 in Q4 2016.
  • Funds reported $3.98B of iShares Core S&P Total US Stock Market ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2017 and 9 closed out, a net change of +26 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2017 was BlackRock, an estimated $806M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2017 was Advisor Group, an estimated $5.42M sold.

Based on aggregated 13F filings for Q1 2017.