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iShares Core S&P Total US Stock Market ETF

187 hedge funds and large institutions have $1.7B invested in iShares Core S&P Total US Stock Market ETF in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $2.67M | Put options by funds: $772K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

81% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 47

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

9% more capital invested

Capital invested by funds: $1.55B → $1.7B (+$142M)

9% more funds holding

Funds holding: 172187 (+15)

2.04% less ownership

Funds ownership: 85.53%83.5% (-2%)

Holders
187
Holders Change
+15
Holders Change %
+8.72%
% of All Funds
4.99%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.48%
New
27
Increased
85
Reduced
47
Closed
10
Calls
$2.67M
Puts
$772K
Net Calls
+$1.9M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
101
Capital Advisors Ltd
Ohio
$853K -$3.02K -64 -0.4%
BAAM
102
Baker Avenue Asset Management
California
$826K -$591K -12,520 -42%
SG Americas Securities
103
SG Americas Securities
New York
$776K +$769K +16,302 New
SG
104
Societe Generale
$776K +$769K +16,302 New
JMPWA
105
JP Morgan Private Wealth Advisors
California
$771K +$764K +16,198 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$725K -$113K -2,402 -13%
PP
107
Pension Partners
New York
$725K +$2.45K +52 +0.3%
FC
108
Financial Consulate
Maryland
$706K -$76.6K -1,624 -10%
NPC
109
National Planning Corporation
California
$690K +$663K +14,058 +100%
WCM
110
Windsor Capital Management
Arizona
$682K -$76.5K -1,622 -10%
Neuberger Berman Group
111
Neuberger Berman Group
New York
$673K +$667K +14,132 New
AEPG
112
American Economic Planning Group
New Jersey
$661K -$12.6K -268 -2%
KA
113
Kovack Advisors
Florida
$660K +$316K +6,702 +94%
ACP
114
Arcus Capital Partners
Georgia
$607K +$3.11K +66 +0.5%
BTS
115
BB&T Securities
Virginia
$562K -$1.39M -29,424 -71%
PJSIMP
116
P.J. Schmidt Investment Management (PJS)
Wisconsin
$531K +$19.2K +406 +4%
SS
117
Simplicity Solutions
Minnesota
$518K -$86.6K -1,836 -14%
CWM
118
Concert Wealth Management
California
$507K +$180K +3,818 +56%
BCM
119
Brookstone Capital Management
Illinois
$461K +$456K +9,674 New
CAM
120
Concorde Asset Management
Michigan
$433K -$12.7K -270 -3%
Millennium Management
121
Millennium Management
New York
$429K +$425K +9,004 New
Creative Planning
122
Creative Planning
Kansas
$428K +$12K +254 +3%
AFP
123
Ausdal Financial Partners
Iowa
$411K +$38.1K +808 +10%
EAM
124
Evanson Asset Management
California
$411K +$408K +8,640 New
NPF
125
Norris Perne & French
Michigan
$409K -$35.4K -750 -8%