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iShares Core S&P Total US Stock Market ETF

429 hedge funds and large institutions have $8.09B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 197 increasing their positions, 109 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $882K | Put options by funds: $361K

122% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 23

81% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 109

9% more capital invested

Capital invested by funds: $7.4B → $8.09B (+$682M)

8% more funds holding in top 10

Funds holding in top 10: 5256 (+4)

7% more funds holding

Funds holding: 402429 (+27)

0.6% less ownership

Funds ownership: 51.63%51.03% (-0.6%)

Holders
429
Holders Change
+27
Holders Change %
+6.72%
% of All Funds
9.81%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.28%
New
51
Increased
197
Reduced
109
Closed
23
Calls
$882K
Puts
$361K
Net Calls
+$521K
Net Calls Change
+$781K
Name Holding Trade Value Shares
Change
Change in
Stake
BW
51
Biegel & Waller
Maryland
$22.1M -$895K -13,654 -4%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$21M +$4.51M +68,880 +28%
AA
53
Ancora Advisors
Ohio
$20.4M +$508K +7,746 +3%
AWM
54
AE Wealth Management
Kansas
$20.1M +$9.07M +138,446 +85%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$19.7M +$1.3M +19,878 +7%
BCM
56
Brookstone Capital Management
Illinois
$19.1M +$1.46M +22,340 +8%
SPC
57
Sigma Planning Corp
Michigan
$18.9M -$883K -13,470 -5%
OIWM
58
OptiFour Integrated Wealth Management
Virginia
$18.6M +$494K +7,540 +3%
PAG
59
Private Advisor Group
New Jersey
$18.5M +$10.8M +164,064 +144%
SHCM
60
Stokes & Hubbell Capital Management
Louisiana
$17.8M +$869K +13,256 +5%
SGAM
61
Steinberg Global Asset Management
Florida
$17.6M +$17.3M +264,656 New
FAAS
62
First Allied Advisory Services
California
$17.4M +$429K +6,552 +3%
K
63
Kemper
Illinois
$16.5M
LFA
64
Legacy Financial Advisors
Kentucky
$16.5M +$202K +3,081 +1%
MCM
65
Monument Capital Management
Virginia
$15.7M +$1.65M +25,164 +12%
AW
66
ACG Wealth
Georgia
$15.5M +$2.08M +31,741 +16%
LGWM
67
Litman Gregory Wealth Management
California
$15.4M +$14.3M +218,088 +1,625%
BPB
68
Badgley, Phelps & Bell
Washington
$15.1M +$335K +5,109 +2%
USAA
69
United Services Automobile Association
Texas
$15M +$1.69M +25,772 +13%
RJA
70
Raymond James & Associates
Florida
$14.7M +$506K +7,720 +4%
FTS
71
Fifth Third Securities
Ohio
$14.7M +$14.4M +219,921 New
BTS
72
BB&T Securities
Virginia
$14.4M +$9.51M +145,205 +204%
HCA
73
Heck Capital Advisors
Wisconsin
$14.3M -$95.9K -1,463 -0.7%
TIM
74
Tortoise Investment Management
New York
$13.3M +$221K +3,371 +2%
HB
75
Homrich & Berg
Georgia
$13.1M +$224K +3,417 +2%