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iShares Core S&P Total US Stock Market ETF

269 hedge funds and large institutions have $3.98B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

103% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 65

30% more capital invested

Capital invested by funds: $3.06B → $3.98B (+$925M)

7% more funds holding

Funds holding: 251269 (+18)

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

0.96% more ownership

Funds ownership: 48.85%49.81% (+0.96%)

20% less call options, than puts

Call options by funds: $697K | Put options by funds: $870K

Holders
269
Holders Change
+18
Holders Change %
+7.17%
% of All Funds
6.7%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
35
Increased
132
Reduced
65
Closed
9
Calls
$697K
Puts
$870K
Net Calls
-$173K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Pure Financial Advisors
California
$2.46M +$463K +8,676 +24%
OWD
102
Osborn Williams & Donohoe
Ohio
$2.41M
AAM
103
Autus Asset Management
Arizona
$2.38M -$22.8K -428 -1%
ASN
104
Advisory Services Network
Georgia
$2.38M +$2.34M +43,952 New
EA
105
Efficient Advisors
Ohio
$2.35M -$94.9K -1,779 -4%
BCI
106
Brinker Capital Investments
Pennsylvania
$2.34M +$79.9K +1,499 +4%
VFA
107
Voya Financial Advisors
Connecticut
$2.33M +$761K +14,277 +49%
BTS
108
BB&T Securities
Virginia
$2.32M +$1.78M +33,441 +351%
SAM
109
Securian Asset Management
Minnesota
$2.27M
FPCG
110
Fort Pitt Capital Group
Pennsylvania
$2.24M -$370K -6,934 -14%
CG
111
Colony Group
Massachusetts
$2.22M +$196K +3,676 +10%
ZF
112
Zhang Financial
Michigan
$2.19M +$1.65M +30,909 +758%
LFAS
113
Level Four Advisory Services
Texas
$2.14M +$664K +12,454 +46%
AI
114
Accredited Investors
Minnesota
$2.13M -$37.6K -705 -2%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$2.11M -$2.66M -49,799 -56%
CCM
116
Coldstream Capital Management
Washington
$2.08M +$2.06M +38,584 New
WDL
117
Well Done LLC
Michigan
$2.04M +$217K +4,064 +12%
CWM
118
Concert Wealth Management
California
$2M +$1.63M +30,591 +365%
FC
119
Financial Consulate
Maryland
$1.95M +$51.9K +974 +3%
JP Morgan Chase
120
JP Morgan Chase
New York
$1.91M +$860K +16,126 +84%
SWP
121
Stratos Wealth Partners
Ohio
$1.87M +$1.09M +20,531 +145%
JIC
122
Johnson Investment Counsel
Ohio
$1.76M
ABC
123
Associated Banc-Corp
Wisconsin
$1.7M -$27.5K -515 -2%
APSP
124
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.69M +$1.24M +23,225 +291%
PP
125
Pension Partners
New York
$1.66M +$820K +15,376 +100%

ITOT Hedge Fund Activity: Q1 2017 in Review

269 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2017, worth a combined $3.98B — up 30% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 9 closed out — a net gain of 26 holders — while 132 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $806M. The largest seller was Advisor Group, cutting an estimated $5.42M.

  • 269 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2017, up from 251 in Q4 2016.
  • Funds reported $3.98B of iShares Core S&P Total US Stock Market ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2017 and 9 closed out, a net change of +26 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2017 was BlackRock, an estimated $806M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2017 was Advisor Group, an estimated $5.42M sold.

Based on aggregated 13F filings for Q1 2017.