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iShares Core S&P Total US Stock Market ETF

269 hedge funds and large institutions have $3.98B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

103% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 65

30% more capital invested

Capital invested by funds: $3.06B → $3.98B (+$925M)

7% more funds holding

Funds holding: 251269 (+18)

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

0.96% more ownership

Funds ownership: 48.85%49.81% (+0.96%)

20% less call options, than puts

Call options by funds: $697K | Put options by funds: $870K

Holders
269
Holders Change
+18
Holders Change %
+7.17%
% of All Funds
6.7%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
35
Increased
132
Reduced
65
Closed
9
Calls
$697K
Puts
$870K
Net Calls
-$173K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$5.02M +$37.2K +698 +0.8%
WA
77
WFG Advisors
Texas
$4.9M +$4.47M +83,844 +1,223%
Betterment LLC
78
Betterment LLC
New York
$4.83M -$5.15M -96,539 -52%
BP
79
Ballentine Partners
Massachusetts
$4.83M +$301K +5,638 +7%
CAN
80
Cetera Advisor Networks
California
$4.71M -$828K -15,523 -15%
TCM
81
Towercrest Capital Management
Pennsylvania
$4.62M -$708K -13,283 -13%
EFSCE
82
Enterprise Financial Services Corp (EFSC)
Missouri
$4.56M +$127K +2,387 +3%
JMFC
83
J.M. Forbes & Co
Massachusetts
$4.24M -$3.73K -70 -0.1%
BBA
84
BLB&B Advisors
Pennsylvania
$4.2M +$930K +17,434 +29%
UCFA
85
United Capital Financial Advisors
Texas
$4.01M -$514K -9,648 -11%
EPP
86
ETF Portfolio Partners
Kansas
$3.84M +$183K +3,436 +5%
FMWA
87
Forvis Mazars Wealth Advisors
Missouri
$3.81M +$310K +5,804 +9%
CI
88
Cigna Investments
Connecticut
$3.7M -$1.79M -33,500 -33%
KTA
89
Keeley-Teton Advisors
Illinois
$3.57M +$3.52M +66,000 New
DADC
90
D.A. Davidson & Co
Montana
$3.3M +$2.63M +49,245 +415%
ZIC
91
ZWJ Investment Counsel
Georgia
$3.25M +$3.21M +60,124 New
HIM
92
Hanlon Investment Management
New Jersey
$3.21M +$30.2K +566 +1%
MIAN
93
Mariner Independent Advisor Network
Kansas
$3.05M -$2.66M -49,944 -47%
WAM
94
Weatherly Asset Management
California
$3.02M +$641K +12,014 +27%
AI
95
Atria Investments
North Carolina
$2.87M +$294K +5,513 +12%
WA
96
WBH Advisory
Maryland
$2.74M +$23.2K +435 +0.9%
LFG
97
LifePlan Financial Group
Ohio
$2.69M +$1.15M +21,497 +76%
KWMG
98
King Wealth Management Group
Florida
$2.61M +$786K +14,738 +44%
FFA
99
First Foundation Advisors
California
$2.54M -$46.3K -869 -2%
FA
100
FDx Advisors
Illinois
$2.5M +$329K +6,174 +15%

ITOT Hedge Fund Activity: Q1 2017 in Review

269 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2017, worth a combined $3.98B — up 30% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 9 closed out — a net gain of 26 holders — while 132 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $806M. The largest seller was Advisor Group, cutting an estimated $5.42M.

  • 269 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2017, up from 251 in Q4 2016.
  • Funds reported $3.98B of iShares Core S&P Total US Stock Market ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2017 and 9 closed out, a net change of +26 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2017 was BlackRock, an estimated $806M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2017 was Advisor Group, an estimated $5.42M sold.

Based on aggregated 13F filings for Q1 2017.