iShares Core S&P Total US Stock Market ETF
ITOT
673 hedge funds and large institutions have $12.9B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 247 increasing their positions, 264 reducing their positions, and 95 closing their positions.
5,976% more call options, than puts
Call options by funds: $60.3M | Put options by funds: $992K
4.13% more ownership
Funds ownership: 59.74% → 63.87% (+4.1%)
5% less first-time investments, than exits
New positions opened: 90 | Existing positions closed: 95
6% less repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 264
2% less funds holding
Funds holding: 690 → 673 (-17)
8% less funds holding in top 10
Funds holding in top 10: 108 → 99 (-9)
14% less capital invested
Capital invested by funds: $15.1B → $12.9B (-$2.15B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$773M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$594M |
| 3 |
BlackRock
New York
|
+$213M |
| 4 |
ST
Sentinel Trust
Houston,
Texas
|
+$119M |
| 5 |
NB
Norinchukin Bank
Tokyo,
Japan
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$394M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$214M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$80.6M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$44.2M |
| 5 |
TA
Tiedemann Advisors
New York
|
-$39.6M |
ITOT Hedge Fund Activity: Q1 2020 in Review
673 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2020, worth a combined $12.9B — down 14% from $15.1B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of ITOT and 90 opened new positions — a net loss of 5 holders — while 264 trimmed existing stakes and 247 added.
The largest buyer was Betterment LLC, adding an estimated $773M. The largest seller was Milliman Financial Risk Management, cutting an estimated $394M.
- 673 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2020, down from 690 in Q4 2019.
- Funds reported $12.9B of iShares Core S&P Total US Stock Market ETF stock for Q1 2020, down 14% quarter-over-quarter.
- 90 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2020 and 95 closed out, a net change of -5 holders.
- The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2020 was Betterment LLC, an estimated $773M added.
- The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2020 was Milliman Financial Risk Management, an estimated $394M sold.
Based on aggregated 13F filings for Q1 2020.