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iShares Core S&P Total US Stock Market ETF

307 hedge funds and large institutions have $6.15B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 142 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $582K

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

82% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 78

22% more capital invested

Capital invested by funds: $5.03B → $6.15B (+$1.12B)

6% more funds holding

Funds holding: 290307 (+17)

1.15% less ownership

Funds ownership: 56.41%55.25% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

Holders
307
Holders Change
+17
Holders Change %
+5.86%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.85%
New
39
Increased
142
Reduced
78
Closed
20
Calls
$1.16M
Puts
$582K
Net Calls
+$578K
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
76
BLB&B Advisors
Pennsylvania
$6.36M +$1.14M +20,173 +22%
SIAP
77
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.83M +$19.7K +350 +0.4%
NGA
78
Naples Global Advisors
Florida
$5.79M -$16.9K -300 -0.3%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$5.62M +$5.5M +97,574 New
PFA
80
Pinnacle Family Advisors
Missouri
$5.5M -$155K -2,744 -3%
ADL
81
Asset Dedication LLC
California
$5.36M -$18.1K -321 -0.3%
SWP
82
Stratos Wealth Partners
Ohio
$5.28M +$839K +14,878 +19%
LFAS
83
Level Four Advisory Services
Texas
$5.13M +$2.78M +49,308 +124%
USAA
84
United Services Automobile Association
Texas
$5.12M +$2.03M +36,071 +68%
BP
85
Ballentine Partners
Massachusetts
$5.1M +$7.28K +129 +0.1%
FMWA
86
Forvis Mazars Wealth Advisors
Missouri
$5.08M +$344K +6,107 +7%
EFSCE
87
Enterprise Financial Services Corp (EFSC)
Missouri
$4.86M -$5.08K -90 -0.1%
MIAN
88
Mariner Independent Advisor Network
Kansas
$4.66M +$1.26M +22,323 +38%
JMFC
89
J.M. Forbes & Co
Massachusetts
$4.51M -$7.33K -130 -0.2%
William Blair & Company
90
William Blair & Company
Illinois
$4.41M +$1.23M +21,845 +40%
TCM
91
Towercrest Capital Management
Pennsylvania
$4.41M -$30.5K -541 -0.7%
EPP
92
ETF Portfolio Partners
Kansas
$4.22M +$90.9K +1,611 +2%
UCFA
93
United Capital Financial Advisors
Texas
$4.14M -$107K -1,889 -3%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$4M +$3.92M +69,418 New
KTA
95
Keeley-Teton Advisors
Illinois
$3.8M
WAM
96
Weatherly Asset Management
California
$3.79M +$378K +6,696 +11%
DADC
97
D.A. Davidson & Co
Montana
$3.77M -$3.47M -61,538 -48%
BTS
98
BB&T Securities
Virginia
$3.7M +$321K +5,695 +10%
SPIA
99
Steward Partners Investment Advisory
New York
$3.48M +$945K +16,747 +38%
LFG
100
LifePlan Financial Group
Ohio
$3.3M +$345K +6,115 +12%