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iShares Core S&P Total US Stock Market ETF

684 hedge funds and large institutions have $14.8B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 210 increasing their positions, 305 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,798% more call options, than puts

Call options by funds: $58.1M | Put options by funds: $1.49M

25% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 60

15% more capital invested

Capital invested by funds: $12.9B → $14.8B (+$1.94B)

9% more funds holding in top 10

Funds holding in top 10: 99108 (+9)

2% more funds holding

Funds holding: 673684 (+11)

4.09% less ownership

Funds ownership: 63.87%59.78% (-4.1%)

31% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 305

Holders
684
Holders Change
+11
Holders Change %
+1.63%
% of All Funds
14.03%
Holding in Top 10
108
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.09%
% of All Funds
2.21%
New
75
Increased
210
Reduced
305
Closed
60
Calls
$58.1M
Puts
$1.49M
Net Calls
+$56.6M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
51
Ullmann Wealth Partners Group
Florida
$39M -$8.7M -133,068 -19%
DWA
52
Divergent Wealth Advisors
Utah
$38.8M -$10.6M -162,004 -22%
UCFA
53
United Capital Financial Advisors
Texas
$36.9M +$420K +6,419 +1%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$36.6M +$2.33M +35,657 +7%
BCM
55
Brookstone Capital Management
Illinois
$36.6M -$691K -10,570 -2%
TI
56
Truepoint Inc
Ohio
$34.6M -$3.85M -58,949 -11%
PFA
57
Pure Financial Advisors
California
$34.5M -$7.51M -114,922 -19%
Luther King Capital Management (LKCM)
58
Luther King Capital Management (LKCM)
Texas
$33.9M
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$32.9M -$3.32M -50,797 -10%
LFA
60
Legacy Financial Advisors
Kentucky
$32.5M +$5.34M +81,616 +21%
AA
61
Ancora Advisors
Ohio
$32.1M +$2.57M +39,312 +9%
LGWM
62
Litman Gregory Wealth Management
California
$31.4M +$483K +7,385 +2%
IAA
63
Ironsides Asset Advisors
North Carolina
$30.1M +$12.7M +194,712 +82%
PAMG
64
Patton Albertson Miller Group
Tennessee
$29.2M -$197K -3,013 -0.7%
PFO
65
Pathstone Family Office
New Jersey
$28.2M +$12.7M +194,962 +92%
EWM
66
Executive Wealth Management
Michigan
$27.9M +$9.14M +139,810 +53%
CAM
67
Cresset Asset Management
Illinois
$27.4M -$16.7M -255,187 -39%
BWA
68
BDO Wealth Advisors
Florida
$27.1M -$650K -9,946 -2%
HWA
69
Heritage Wealth Advisors
Virginia
$26.2M -$617K -9,435 -2%
RJA
70
Raymond James & Associates
Florida
$25.7M -$3.01M -46,055 -11%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$25.3M +$2.94M +44,913 +14%
EH
72
Equitable Holdings
New York
$25.1M -$3.06M -46,886 -11%
A
73
AdvicePeriod
California
$24.7M +$92.4M +1,413,539 +467%
SPIA
74
Strategic Point Investment Advisors
Rhode Island
$23.9M -$427K -6,532 -2%
GFPC
75
Global Financial Private Capital
Florida
$23.1M -$24.9M -381,260 -53%

ITOT Hedge Fund Activity: Q2 2020 in Review

684 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2020, worth a combined $14.8B — up 15% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ITOT positions and 60 closed out — a net gain of 15 holders — while 210 added to existing stakes and 305 trimmed.

The largest buyer was Wells Fargo, adding an estimated $164M. The largest seller was Osaic Holdings, cutting an estimated $934M.

  • 684 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2020, up from 673 in Q1 2020.
  • Funds reported $14.8B of iShares Core S&P Total US Stock Market ETF stock for Q2 2020, up 15% quarter-over-quarter.
  • 75 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2020 and 60 closed out, a net change of +15 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2020 was Wells Fargo, an estimated $164M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2020 was Osaic Holdings, an estimated $934M sold.

Based on aggregated 13F filings for Q2 2020.