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iShares Core S&P Total US Stock Market ETF

187 hedge funds and large institutions have $1.7B invested in iShares Core S&P Total US Stock Market ETF in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $2.67M | Put options by funds: $772K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

81% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 47

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

9% more capital invested

Capital invested by funds: $1.55B → $1.7B (+$142M)

9% more funds holding

Funds holding: 172187 (+15)

2.04% less ownership

Funds ownership: 85.53%83.5% (-2%)

Holders
187
Holders Change
+15
Holders Change %
+8.72%
% of All Funds
4.99%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.48%
New
27
Increased
85
Reduced
47
Closed
10
Calls
$2.67M
Puts
$772K
Net Calls
+$1.9M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$1.74M -$586K -12,428 -15%
ASN
77
Advisory Services Network
Georgia
$1.72M +$168K +3,562 +11%
JIC
78
Johnson Investment Counsel
Ohio
$1.54M
AI
79
Accredited Investors
Minnesota
$1.53M +$53.6K +1,136 +4%
ABC
80
Associated Banc-Corp
Wisconsin
$1.48M -$65.6K -1,390 -4%
Goldman Sachs
81
Goldman Sachs
New York
$1.47M +$90.8K +1,924 +7%
PFA
82
Pure Financial Advisors
California
$1.45M +$211K +4,478 +17%
MFS
83
MSI Financial Services
Massachusetts
$1.45M +$554K +11,754 +63%
BCI
84
Brinker Capital Investments
Pennsylvania
$1.43M +$185K +3,912 +15%
Northern Trust
85
Northern Trust
Illinois
$1.36M +$126K +2,672 +10%
AI
86
Atria Investments
North Carolina
$1.34M -$7.45M -158,018 -85%
IF
87
Ironwood Financial
Arizona
$1.32M -$83K -1,760 -6%
OBWP
88
O'Brien Wealth Partners
Massachusetts
$1.31M -$54K -1,144 -4%
CFA
89
Cahill Financial Advisors
Minnesota
$1.23M +$5.66K +120 +0.5%
HI
90
Hudock Inc
Pennsylvania
$1.21M +$39.3K +834 +3%
PWM
91
Patriot Wealth Management
Texas
$1.2M +$50.9K +1,080 +4%
AIM
92
Advantage Investment Management
Iowa
$1.11M +$449K +9,526 +69%
KWMG
93
King Wealth Management Group
Florida
$1.06M +$74.1K +1,570 +8%
WDL
94
Well Done LLC
Michigan
$1.06M +$2.26K +48 +0.2%
GT
95
Greenleaf Trust
Michigan
$1.05M +$27.4K +580 +3%
SAM
96
Securian Asset Management
Minnesota
$1M +$991K +21,000 New
SSWM
97
Sheets Smith Wealth Management
North Carolina
$955K +$66.4K +1,408 +8%
Simplex Trading
98
Simplex Trading
Illinois
$924K +$881K +18,670 +2,489%
TW
99
Transform Wealth
Colorado
$884K +$876K +18,570 New
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$876K +$868K +18,408 New