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iShares Core S&P Total US Stock Market ETF

290 hedge funds and large institutions have $5.03B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 134 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

70% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 79

26% more capital invested

Capital invested by funds: $3.98B → $5.03B (+$1.05B)

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

8% more funds holding

Funds holding: 269290 (+21)

6.6% more ownership

Funds ownership: 49.81%56.41% (+6.6%)

41% less call options, than puts

Call options by funds: $627K | Put options by funds: $1.05M

Holders
290
Holders Change
+21
Holders Change %
+7.81%
% of All Funds
7.23%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.92%
New
35
Increased
134
Reduced
79
Closed
13
Calls
$627K
Puts
$1.05M
Net Calls
-$427K
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
CI
101
Cigna Investments
Connecticut
$2.86M -$928K -16,900 -25%
LFG
102
LifePlan Financial Group
Ohio
$2.84M +$77.2K +1,407 +3%
Betterment LLC
103
Betterment LLC
New York
$2.79M -$2.15M -39,093 -44%
BCI
104
Brinker Capital Investments
Pennsylvania
$2.78M +$369K +6,717 +15%
WA
105
WBH Advisory
Maryland
$2.77M -$42.5K -774 -2%
PFA
106
Pure Financial Advisors
California
$2.76M +$234K +4,258 +9%
VFA
107
Voya Financial Advisors
Connecticut
$2.73M +$341K +6,211 +14%
SMC
108
Smith, Moore & Co
Missouri
$2.73M +$1.14M +20,825 +73%
FFA
109
First Foundation Advisors
California
$2.6M -$4.39K -80 -0.2%
FA
110
FDx Advisors
Illinois
$2.57M +$8.23K +150 +0.3%
ASN
111
Advisory Services Network
Georgia
$2.51M +$70.6K +1,287 +3%
CG
112
Colony Group
Massachusetts
$2.47M +$184K +3,360 +8%
SPIA
113
Steward Partners Investment Advisory
New York
$2.42M +$2.19M +39,928 +1,047%
AI
114
Atria Investments
North Carolina
$2.42M -$516K -9,397 -18%
SAM
115
Securian Asset Management
Minnesota
$2.33M
AAM
116
Autus Asset Management
Arizona
$2.33M -$116K -2,110 -5%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.3M +$598K +10,891 +36%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$2.3M +$839K +15,295 +58%
EA
119
Efficient Advisors
Ohio
$2.27M -$145K -2,638 -6%
FC
120
Financial Consulate
Maryland
$2.2M +$202K +3,680 +10%
LFAS
121
Level Four Advisory Services
Texas
$2.14M
WDL
122
Well Done LLC
Michigan
$2.1M +$4.45K +81 +0.2%
Northern Trust
123
Northern Trust
Illinois
$2.06M +$555K +10,108 +37%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$2M +$966K +17,609 +95%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$1.95M +$300K +5,458 +18%

ITOT Hedge Fund Activity: Q2 2017 in Review

290 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2017, worth a combined $5.03B — up 26% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 13 closed out — a net gain of 22 holders — while 134 added to existing stakes and 79 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $800M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $80M.

  • 290 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2017, up from 269 in Q1 2017.
  • Funds reported $5.03B of iShares Core S&P Total US Stock Market ETF stock for Q2 2017, up 26% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2017 and 13 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2017 was TD Ameritrade Investment Management, an estimated $800M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2017 was Thrivent Financial for Lutherans, an estimated $80M sold.

Based on aggregated 13F filings for Q2 2017.