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iShares Core S&P Total US Stock Market ETF

507 hedge funds and large institutions have $8.5B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 203 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $329K

172% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 47

72% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 118

32% more funds holding in top 10

Funds holding in top 10: 5674 (+18)

18% more funds holding

Funds holding: 429507 (+78)

6.98% more ownership

Funds ownership: 51.03%58.01% (+7%)

5% more capital invested

Capital invested by funds: $8.09B → $8.5B (+$415M)

Holders
507
Holders Change
+78
Holders Change %
+18.18%
% of All Funds
11.3%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
1.65%
New
128
Increased
203
Reduced
118
Closed
47
Calls
$1.09M
Puts
$329K
Net Calls
+$761K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
76
BB&T Securities
Virginia
$13.5M +$1.33M +21,576 +10%
AW
77
ACG Wealth
Georgia
$13.3M +$169K +2,755 +1%
PAG
78
Private Advisor Group
New Jersey
$13.2M -$2.8M -45,566 -16%
BPB
79
Badgley, Phelps & Bell
Washington
$13M +$139K +2,268 +1%
WCM
80
Wealthcare Capital Management
Virginia
$12.8M +$13.3M +216,351 +2,386%
WC
81
Whitney & Co
New York
$12.7M +$7.52M +122,389 +151%
MCM
82
Monument Capital Management
Virginia
$12.4M -$1.02M -16,565 -7%
FPCG
83
Fort Pitt Capital Group
Pennsylvania
$12M +$11.9M +193,676 +1,140%
TIM
84
Tortoise Investment Management
New York
$11.8M +$565K +9,203 +5%
HCA
85
Heck Capital Advisors
Wisconsin
$11.7M -$511K -8,315 -4%
TI
86
Truepoint Inc
Ohio
$11.5M +$11.3M +183,435 +933%
Axa
87
Axa
France
$11.4M +$1.52M +24,810 +14%
IA
88
IFP Advisors
Florida
$10.9M +$766K +12,468 +7%
SS
89
Simplicity Solutions
Minnesota
$10.8M -$13.6K -221 -0.1%
ATC
90
Argent Trust Co
Tennessee
$10.8M +$9.85M +160,274 +547%
RIG
91
Roosevelt Investment Group
New York
$10.6M -$13.3M -216,404 -54%
PWM
92
Patriot Wealth Management
Texas
$9.82M +$6.1M +99,319 +135%
IWC
93
Integrated Wealth Concepts
Massachusetts
$9.78M +$1.64M +26,649 +18%
Goldman Sachs
94
Goldman Sachs
New York
$9.77M +$9.57M +155,724 +952%
FM
95
Family Management
New York
$9.74M +$10.5M +171,585 New
CA
96
Cetera Advisors
Colorado
$9.64M +$588K +9,566 +6%
William Blair & Company
97
William Blair & Company
Illinois
$9.4M +$1.5M +24,376 +17%
CCM
98
Coldstream Capital Management
Washington
$9.27M +$407K +6,620 +4%
ADL
99
Asset Dedication LLC
California
$9.26M +$4.56M +74,234 +83%
BJL
100
Brighton Jones LLC
Washington
$9.23M -$1.85M -30,051 -16%

ITOT Hedge Fund Activity: Q4 2018 in Review

507 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2018, worth a combined $8.5B — up 5.1% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new ITOT positions and 47 closed out — a net gain of 81 holders — while 203 added to existing stakes and 118 trimmed.

The largest buyer was Bank of America, adding an estimated $1.06B. The largest seller was Milliman Financial Risk Management, cutting an estimated $263M.

  • 507 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2018, up from 429 in Q3 2018.
  • Funds reported $8.5B of iShares Core S&P Total US Stock Market ETF stock for Q4 2018, up 5.1% quarter-over-quarter.
  • 128 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2018 and 47 closed out, a net change of +81 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2018 was Bank of America, an estimated $1.06B added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2018 was Milliman Financial Risk Management, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2018.