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iShares Core S&P Total US Stock Market ETF

692 hedge funds and large institutions have $16.1B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 229 increasing their positions, 291 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,740% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $3.89M

36% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $14.8B → $16.1B (+$1.24B)

1% more funds holding

Funds holding: 684692 (+8)

0.9% less ownership

Funds ownership: 59.78%58.87% (-0.9%)

7% less funds holding in top 10

Funds holding in top 10: 108100 (-8)

21% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 291

Holders
692
Holders Change
+8
Holders Change %
+1.17%
% of All Funds
13.96%
Holding in Top 10
100
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.41%
% of All Funds
2.02%
New
53
Increased
229
Reduced
291
Closed
39
Calls
$71.6M
Puts
$3.89M
Net Calls
+$67.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$46.5M -$6.5M -87,078 -12%
CAL
52
Capital Analysts LLC
Pennsylvania
$44.7M -$1.17M -15,631 -3%
RWP
53
Reliant Wealth Planning
Kentucky
$44.5M +$798K +10,697 +2%
UWPG
54
Ullmann Wealth Partners Group
Florida
$41.8M -$596K -7,987 -1%
MWM
55
Mission Wealth Management
California
$41.3M -$2.11M -28,214 -5%
UCFA
56
United Capital Financial Advisors
Texas
$40.2M +$79.4K +1,064 +0.2%
AIM
57
Astor Investment Management
Illinois
$39.5M -$7.38M -98,925 -16%
TI
58
Truepoint Inc
Ohio
$36M -$1.74M -23,294 -5%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$34.6M -$1.17M -15,717 -3%
PFA
60
Pure Financial Advisors
California
$34.5M -$3M -40,225 -8%
LFA
61
Legacy Financial Advisors
Kentucky
$34.4M -$953K -12,764 -3%
AA
62
Ancora Advisors
Ohio
$33.5M -$1.4M -18,800 -4%
LGWM
63
Litman Gregory Wealth Management
California
$32.9M -$1.25M -16,718 -4%
IAA
64
Ironsides Asset Advisors
North Carolina
$32.2M -$570K -7,644 -2%
PAMG
65
Patton Albertson Miller Group
Tennessee
$31.7M -$26.8K -359 -0.1%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$31.7M -$8.02M -107,432 -20%
LPT
67
Legacy Private Trust
Wisconsin
$31.7M +$15.9M +212,569 +103%
PFO
68
Pathstone Family Office
New Jersey
$30.1M -$556K -7,453 -2%
RJA
69
Raymond James & Associates
Florida
$29.2M +$1.24M +16,570 +4%
Luther King Capital Management (LKCM)
70
Luther King Capital Management (LKCM)
Texas
$28.8M
BWA
71
BDO Wealth Advisors
Florida
$27.9M -$1.6M -21,507 -6%
CAM
72
Cresset Asset Management
Illinois
$27.8M -$2.02M -27,112 -7%
EH
73
Equitable Holdings
New York
$27.2M -$73.2K -981 -0.3%
RCAG
74
Rehmann Capital Advisory Group
Michigan
$26.3M -$1.2M -16,091 -4%
HWA
75
Heritage Wealth Advisors
Virginia
$26.2M -$2.31M -30,953 -8%

ITOT Hedge Fund Activity: Q3 2020 in Review

692 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2020, worth a combined $16.1B — up 8.3% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ITOT positions and 39 closed out — a net gain of 14 holders — while 229 added to existing stakes and 291 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $99.5M. The largest seller was Macquarie Group, exiting entirely with an estimated $232M sold.

  • 692 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2020, up from 684 in Q2 2020.
  • Funds reported $16.1B of iShares Core S&P Total US Stock Market ETF stock for Q3 2020, up 8.3% quarter-over-quarter.
  • 53 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2020 and 39 closed out, a net change of +14 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $99.5M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2020 was Macquarie Group, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2020.