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iShares Core S&P Total US Stock Market ETF

563 hedge funds and large institutions have $12.4B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 279 increasing their positions, 151 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more call options, than puts

Call options by funds: $4.55M | Put options by funds: $995K

85% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 151

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

17% more capital invested

Capital invested by funds: $10.7B → $12.4B (+$1.78B)

11% more funds holding in top 10

Funds holding in top 10: 8089 (+9)

2% more funds holding

Funds holding: 550563 (+13)

1.42% more ownership

Funds ownership: 57.17%58.59% (+1.4%)

Holders
563
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
12.23%
Holding in Top 10
89
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.25%
% of All Funds
1.93%
New
58
Increased
279
Reduced
151
Closed
39
Calls
$4.55M
Puts
$995K
Net Calls
+$3.56M
Net Calls Change
+$177K
Name Holding Trade Value Shares
Change
Change in
Stake
HB
51
Homrich & Berg
Georgia
$32.7M +$1.98M +30,187 +7%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$32.1M -$1.9M -29,002 -6%
EWM
53
Executive Wealth Management
Michigan
$31.7M +$2.68M +40,952 +9%
PAMG
54
Patton Albertson Miller Group
Tennessee
$29.6M -$981K -14,966 -3%
DWA
55
Divergent Wealth Advisors
Utah
$29.2M -$6.21M -94,753 -18%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.4M -$346K -5,285 -1%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$28.2M +$2.5M +38,116 +10%
MPW
58
MA Private Wealth
California
$25.9M +$11M +167,470 +76%
Betterment LLC
59
Betterment LLC
New York
$25.3M -$1.18M -18,049 -5%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$24.4M +$17.1M +261,465 +251%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$24.1M -$10.9M -166,981 -32%
SS
62
Simplicity Solutions
Minnesota
$23.9M +$5.25M +80,183 +29%
SWM
63
SigFig Wealth Management
California
$23.8M +$1.15M +17,560 +5%
BW
64
Biegel & Waller
Maryland
$23.7M -$666K -10,163 -3%
RJA
65
Raymond James & Associates
Florida
$23.7M +$1.62M +24,738 +7%
AA
66
Ancora Advisors
Ohio
$23.6M -$526K -8,022 -2%
SPIA
67
Strategic Point Investment Advisors
Rhode Island
$23.3M -$732K -11,174 -3%
JA
68
JVL Associates
Michigan
$22.2M +$5.26M +80,279 +32%
CFA
69
Capstone Financial Advisors
Illinois
$22.2M +$190K +2,907 +0.9%
LPT
70
Legacy Private Trust
Wisconsin
$22.1M +$1.71M +26,150 +9%
LGWM
71
Litman Gregory Wealth Management
California
$21.3M +$133K +2,035 +0.6%
RIG
72
Roosevelt Investment Group
New York
$21.1M +$517K +7,890 +3%
SPC
73
Sigma Planning Corp
Michigan
$20.5M +$504K +7,692 +3%
CPO
74
Cerity Partners OCIO
New York
$20.2M -$2.08M -31,714 -9%
OIWM
75
OptiFour Integrated Wealth Management
Virginia
$20.1M +$243K +3,704 +1%

ITOT Hedge Fund Activity: Q2 2019 in Review

563 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2019, worth a combined $12.4B — up 17% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ITOT positions and 39 closed out — a net gain of 19 holders — while 279 added to existing stakes and 151 trimmed.

The largest buyer was BlackRock, adding an estimated $552M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $101M sold.

  • 563 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2019, up from 550 in Q1 2019.
  • Funds reported $12.4B of iShares Core S&P Total US Stock Market ETF stock for Q2 2019, up 17% quarter-over-quarter.
  • 58 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2019 and 39 closed out, a net change of +19 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2019 was BlackRock, an estimated $552M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2019 was Park Avenue Securities, an estimated $101M sold.

Based on aggregated 13F filings for Q2 2019.