iShares Core S&P Total US Stock Market ETF
ITOT
357 hedge funds and large institutions have $6.6B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 152 increasing their positions, 84 reducing their positions, and 21 closing their positions.
238% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 21
81% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 84
41% more funds holding in top 10
Funds holding in top 10: 34 → 48 (+14)
16% more funds holding
Funds holding: 307 → 357 (+50)
7% more capital invested
Capital invested by funds: $6.15B → $6.6B (+$450M)
2.49% less ownership
Funds ownership: 55.25% → 52.76% (-2.5%)
75% less call options, than puts
Call options by funds: $325K | Put options by funds: $1.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
+$266M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$91.4M |
| 3 |
AC
Alleghany Corporation
New York
|
+$76.4M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$37.9M |
| 5 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$403M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$78M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$62.8M |
| 4 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$47.8M |
| 5 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$43.5M |
ITOT Hedge Fund Activity: Q4 2017 in Review
357 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2017, worth a combined $6.6B — up 7.3% from $6.15B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new ITOT positions and 21 closed out — a net gain of 50 holders — while 152 added to existing stakes and 84 trimmed.
The largest buyer was Liberty Mutual Group Asset Management, opening a new position worth an estimated $266M. The largest seller was BlackRock, cutting an estimated $403M.
- 357 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2017, up from 307 in Q3 2017.
- Funds reported $6.6B of iShares Core S&P Total US Stock Market ETF stock for Q4 2017, up 7.3% quarter-over-quarter.
- 71 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2017 and 21 closed out, a net change of +50 holders.
- The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2017 was Liberty Mutual Group Asset Management, an estimated $266M added.
- The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2017 was BlackRock, an estimated $403M sold.
Based on aggregated 13F filings for Q4 2017.