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iShares Core S&P Total US Stock Market ETF

290 hedge funds and large institutions have $5.03B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 134 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

70% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 79

26% more capital invested

Capital invested by funds: $3.98B → $5.03B (+$1.05B)

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

8% more funds holding

Funds holding: 269290 (+21)

6.6% more ownership

Funds ownership: 49.81%56.41% (+6.6%)

41% less call options, than puts

Call options by funds: $627K | Put options by funds: $1.05M

Holders
290
Holders Change
+21
Holders Change %
+7.81%
% of All Funds
7.23%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.92%
New
35
Increased
134
Reduced
79
Closed
13
Calls
$627K
Puts
$1.05M
Net Calls
-$427K
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$10M +$3.22M +58,695 +48%
Jane Street
52
Jane Street
New York
$9.99M -$13.4M -243,544 -57%
BJL
53
Brighton Jones LLC
Washington
$9.27M -$812K -14,802 -8%
TIM
54
Tortoise Investment Management
New York
$9.18M +$1.04M +18,868 +13%
AW
55
ACG Wealth
Georgia
$9.15M +$1.63M +29,619 +22%
SPC
56
Sigma Planning Corp
Michigan
$9.05M -$7.88M -143,487 -47%
HB
57
Homrich & Berg
Georgia
$8.97M +$298K +5,431 +3%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$8.65M +$355K +6,472 +4%
FAAS
59
First Allied Advisory Services
California
$8.63M +$2.13M +38,775 +33%
AllianceBernstein
60
AllianceBernstein
Tennessee
$8.1M +$6.45M +117,532 +412%
FFBTD
61
First Financial Bank - Trust Division
Ohio
$7.99M -$53.5K -974 -0.7%
AWM
62
AE Wealth Management
Kansas
$7.95M +$1.28M +23,312 +19%
SS
63
Simplicity Solutions
Minnesota
$7.55M +$1.45M +26,376 +24%
MML Investors Services
64
MML Investors Services
Massachusetts
$7.43M +$7.35M +133,992 New
SPIA
65
Strategic Point Investment Advisors
Rhode Island
$7.25M +$245K +4,455 +4%
DADC
66
D.A. Davidson & Co
Montana
$7.04M +$3.62M +65,951 +108%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$6.96M
BRWA
68
B. Riley Wealth Advisors
Florida
$6.83M -$1.03M -18,683 -13%
ACP
69
Aveo Capital Partners
Colorado
$6.64M -$59.3K -1,081 -0.9%
Axa
70
Axa
France
$6.58M +$3.84K +70 +0.1%
CAG
71
Crestwood Advisors Group
Massachusetts
$6.35M -$277K -5,055 -4%
SMM
72
Stadion Money Management
Georgia
$5.99M -$322K -5,861 -5%
CCA
73
Cobblestone Capital Advisors
New York
$5.95M +$5.9M +107,429 New
NGA
74
Naples Global Advisors
Florida
$5.59M +$27.4K +500 +0.5%
SIAP
75
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.48M +$212K +3,868 +5%

ITOT Hedge Fund Activity: Q2 2017 in Review

290 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2017, worth a combined $5.03B — up 26% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 13 closed out — a net gain of 22 holders — while 134 added to existing stakes and 79 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $800M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $80M.

  • 290 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2017, up from 269 in Q1 2017.
  • Funds reported $5.03B of iShares Core S&P Total US Stock Market ETF stock for Q2 2017, up 26% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2017 and 13 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2017 was TD Ameritrade Investment Management, an estimated $800M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2017 was Thrivent Financial for Lutherans, an estimated $80M sold.

Based on aggregated 13F filings for Q2 2017.