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iShares Core S&P Total US Stock Market ETF

581 hedge funds and large institutions have $14.3B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 253 increasing their positions, 186 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.28M

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

36% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 186

15% more capital invested

Capital invested by funds: $12.4B → $14.3B (+$1.81B)

3% more funds holding

Funds holding: 563581 (+18)

1.22% more ownership

Funds ownership: 58.59%59.82% (+1.2%)

1% more funds holding in top 10

Funds holding in top 10: 8990 (+1)

Holders
581
Holders Change
+18
Holders Change %
+3.2%
% of All Funds
12.74%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.97%
New
52
Increased
253
Reduced
186
Closed
30
Calls
$3.65M
Puts
$1.28M
Net Calls
+$2.37M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$22.1M +$1.46M +21,842 +7%
TI
77
Truepoint Inc
Ohio
$22M +$2.54M +37,889 +13%
HIM
78
Hanlon Investment Management
New Jersey
$20.9M -$23.6M -352,945 -53%
OIWM
79
OptiFour Integrated Wealth Management
Virginia
$20.6M +$334K +4,987 +2%
USAA
80
United Services Automobile Association
Texas
$20.3M +$1.5M +22,388 +8%
FPGK
81
Financial Partners Group (Kansas)
Kansas
$20.2M +$772K +11,516 +4%
CI
82
CX Institutional
Indiana
$19.5M -$181K -2,706 -0.9%
BCA
83
Berman Capital Advisors
Georgia
$19.3M +$2.06M +30,716 +12%
CPO
84
Cerity Partners OCIO
New York
$18.6M -$1.73M -25,809 -9%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$18.5M +$5.45M +81,367 +42%
LFA
86
Legacy Financial Advisors
Kentucky
$18.5M +$749K +11,180 +4%
IWC
87
Integrated Wealth Concepts
Massachusetts
$18.2M +$2.18M +32,590 +14%
Mariner
88
Mariner
Kansas
$16.8M +$1.05M +15,723 +7%
K
89
Kemper
Illinois
$16.7M
ATC
90
Argent Trust Co
Tennessee
$16.3M +$1.24M +18,446 +8%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$16.2M
IAA
92
Ironsides Asset Advisors
North Carolina
$16M
PAG
93
Private Advisor Group
New Jersey
$15.8M -$275K -4,103 -2%
Axa
94
Axa
France
$15.8M +$661K +9,860 +4%
FMWA
95
Forvis Mazars Wealth Advisors
Missouri
$15.7M +$128K +1,904 +0.8%
BTS
96
BB&T Securities
Virginia
$15.2M +$316K +4,719 +2%
PWA
97
Physician Wealth Advisors
Utah
$14.7M +$13.9M +207,826 New
DADC
98
D.A. Davidson & Co
Montana
$14.4M +$1.4M +20,929 +11%
EIA
99
Eldridge Investment Advisors
New Hampshire
$14M -$602K -8,983 -4%
BPB
100
Badgley, Phelps & Bell
Washington
$14M +$301K +4,487 +2%

ITOT Hedge Fund Activity: Q3 2019 in Review

581 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2019, worth a combined $14.3B — up 15% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ITOT positions and 30 closed out — a net gain of 22 holders — while 253 added to existing stakes and 186 trimmed.

The largest buyer was Wells Fargo, adding an estimated $543M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $76.2M.

  • 581 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2019, up from 563 in Q2 2019.
  • Funds reported $14.3B of iShares Core S&P Total US Stock Market ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2019 and 30 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2019 was Wells Fargo, an estimated $543M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2019 was Thrivent Financial for Lutherans, an estimated $76.2M sold.

Based on aggregated 13F filings for Q3 2019.