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iShares Core S&P Total US Stock Market ETF

692 hedge funds and large institutions have $16.1B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 229 increasing their positions, 291 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,740% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $3.89M

36% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $14.8B → $16.1B (+$1.24B)

1% more funds holding

Funds holding: 684692 (+8)

0.9% less ownership

Funds ownership: 59.78%58.87% (-0.9%)

7% less funds holding in top 10

Funds holding in top 10: 108100 (-8)

21% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 291

Holders
692
Holders Change
+8
Holders Change %
+1.17%
% of All Funds
13.96%
Holding in Top 10
100
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.41%
% of All Funds
2.02%
New
53
Increased
229
Reduced
291
Closed
39
Calls
$71.6M
Puts
$3.89M
Net Calls
+$67.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$25.2M +$25M +334,347 New
A
77
AdvicePeriod
California
$25.1M -$103M -1,384,369 -81%
IWC
78
Integrated Wealth Concepts
Massachusetts
$24.8M +$221K +2,960 +0.9%
FAAS
79
First Allied Advisory Services
California
$24.8M -$233K -3,126 -0.9%
SPIA
80
Strategic Point Investment Advisors
Rhode Island
$24.8M +$91.1K +1,221 +0.4%
WCWM
81
Wooster Corthell Wealth Management
Connecticut
$24.3M -$22.2K -298 -0.1%
Mariner
82
Mariner
Kansas
$23.7M -$205K -2,744 -0.9%
FPGK
83
Financial Partners Group (Kansas)
Kansas
$23.6M +$500K +6,698 +2%
AWM
84
AE Wealth Management
Kansas
$22.3M -$2.44M -32,717 -10%
MPW
85
MA Private Wealth
California
$20.6M -$308K -4,125 -1%
DWA
86
Divergent Wealth Advisors
Utah
$20M -$21.9M -293,913 -53%
EIA
87
Eldridge Investment Advisors
New Hampshire
$19.7M -$1.12M -15,031 -5%
JA
88
JVL Associates
Michigan
$19.5M +$1.51M +20,251 +8%
EK
89
Evensky & Katz
Florida
$19.4M +$5.04M +67,520 +36%
RPWA
90
Regent Peak Wealth Advisors
Georgia
$19.1M -$54K -723 -0.3%
CCWA
91
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19M -$819K -10,969 -4%
William Blair & Company
92
William Blair & Company
Illinois
$18.8M -$388K -5,196 -2%
NAS
93
Nicolet Advisory Services
Wisconsin
$18.7M +$1.09M +14,548 +6%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$18.5M +$2.07M +27,798 +13%
Truist Financial
95
Truist Financial
North Carolina
$18.1M +$8.22M +110,199 +85%
ASN
96
Advisory Services Network
Georgia
$18M +$1.74M +23,315 +11%
MML Investors Services
97
MML Investors Services
Massachusetts
$17.9M +$2.42M +32,471 +16%
SFO
98
Stokes Family Office
Louisiana
$17.5M +$94.5K +1,267 +0.5%
SPC
99
Sigma Planning Corp
Michigan
$17.3M +$2.29M +30,625 +15%
SS
100
Simplicity Solutions
Minnesota
$17.3M -$971K -13,008 -5%

ITOT Hedge Fund Activity: Q3 2020 in Review

692 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2020, worth a combined $16.1B — up 8.3% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ITOT positions and 39 closed out — a net gain of 14 holders — while 229 added to existing stakes and 291 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $99.5M. The largest seller was Macquarie Group, exiting entirely with an estimated $232M sold.

  • 692 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2020, up from 684 in Q2 2020.
  • Funds reported $16.1B of iShares Core S&P Total US Stock Market ETF stock for Q3 2020, up 8.3% quarter-over-quarter.
  • 53 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2020 and 39 closed out, a net change of +14 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $99.5M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2020 was Macquarie Group, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2020.