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iShares Core S&P Total US Stock Market ETF

581 hedge funds and large institutions have $14.3B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 253 increasing their positions, 186 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.28M

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

36% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 186

15% more capital invested

Capital invested by funds: $12.4B → $14.3B (+$1.81B)

3% more funds holding

Funds holding: 563581 (+18)

1.22% more ownership

Funds ownership: 58.59%59.82% (+1.2%)

1% more funds holding in top 10

Funds holding in top 10: 8990 (+1)

Holders
581
Holders Change
+18
Holders Change %
+3.2%
% of All Funds
12.74%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.97%
New
52
Increased
253
Reduced
186
Closed
30
Calls
$3.65M
Puts
$1.28M
Net Calls
+$2.37M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
51
Prime Capital Investment Advisors
Kansas
$39.8M +$1.44M +21,554 +4%
BCM
52
Brookstone Capital Management
Illinois
$38.3M -$194K -2,890 -0.5%
UCFA
53
United Capital Financial Advisors
Texas
$37.6M -$42.9M -639,632 -53%
DWA
54
Divergent Wealth Advisors
Utah
$37M +$7.51M +112,153 +26%
Jane Street
55
Jane Street
New York
$35.1M +$26.1M +389,857 +293%
EWM
56
Executive Wealth Management
Michigan
$33.3M +$1.43M +21,295 +4%
PCA
57
Personal Capital Advisors
California
$33.2M +$33M +492,641 +16,152%
AWM
58
AE Wealth Management
Kansas
$33M -$2.04M -30,439 -6%
HB
59
Homrich & Berg
Georgia
$33M +$68.9K +1,029 +0.2%
PFG
60
Pacific Financial Group
Washington
$30M +$30.2M +450,519 New
PAMG
61
Patton Albertson Miller Group
Tennessee
$28.5M -$1.47M -21,899 -5%
MPW
62
MA Private Wealth
California
$28.3M +$2.27M +33,858 +9%
CCWA
63
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.7M -$903K -13,475 -3%
AA
64
Ancora Advisors
Ohio
$26M +$2.29M +34,170 +10%
SWM
65
SigFig Wealth Management
California
$25.6M +$1.57M +23,475 +7%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$25.5M +$1M +14,989 +4%
Betterment LLC
67
Betterment LLC
New York
$25.3M
RJA
68
Raymond James & Associates
Florida
$24M +$150K +2,246 +0.6%
BW
69
Biegel & Waller
Maryland
$23.8M -$88.8K -1,325 -0.4%
RIG
70
Roosevelt Investment Group
New York
$23.5M +$2.32M +34,655 +11%
SPIA
71
Strategic Point Investment Advisors
Rhode Island
$23.4M +$3.02K +45 +0%
JA
72
JVL Associates
Michigan
$23M +$586K +8,747 +3%
SS
73
Simplicity Solutions
Minnesota
$22.6M -$1.5M -22,366 -6%
CFA
74
Capstone Financial Advisors
Illinois
$22.5M +$127K +1,889 +0.6%
LGWM
75
Litman Gregory Wealth Management
California
$22.4M +$971K +14,497 +5%

ITOT Hedge Fund Activity: Q3 2019 in Review

581 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2019, worth a combined $14.3B — up 15% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ITOT positions and 30 closed out — a net gain of 22 holders — while 253 added to existing stakes and 186 trimmed.

The largest buyer was Wells Fargo, adding an estimated $543M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $76.2M.

  • 581 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2019, up from 563 in Q2 2019.
  • Funds reported $14.3B of iShares Core S&P Total US Stock Market ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2019 and 30 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2019 was Wells Fargo, an estimated $543M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2019 was Thrivent Financial for Lutherans, an estimated $76.2M sold.

Based on aggregated 13F filings for Q3 2019.