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iShares Core S&P Total US Stock Market ETF

550 hedge funds and large institutions have $10.7B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 243 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $3.88M | Put options by funds: $504K

133% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 39

69% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 144

25% more capital invested

Capital invested by funds: $8.5B → $10.7B (+$2.16B)

8% more funds holding

Funds holding: 507550 (+43)

8% more funds holding in top 10

Funds holding in top 10: 7480 (+6)

0.84% less ownership

Funds ownership: 58.01%57.17% (-0.84%)

Holders
550
Holders Change
+43
Holders Change %
+8.48%
% of All Funds
11.9%
Holding in Top 10
80
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.11%
% of All Funds
1.73%
New
91
Increased
243
Reduced
144
Closed
39
Calls
$3.88M
Puts
$504K
Net Calls
+$3.38M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Cetera Advisors
Colorado
$12M +$1.07M +17,182 +10%
MA
102
Mutual Advisors
Nebraska
$11.9M +$1.38M +22,202 +14%
WCM
103
Wealthcare Capital Management
Virginia
$11.9M -$2.56M -41,252 -18%
JP Morgan Chase
104
JP Morgan Chase
New York
$11.7M +$8.83M +142,298 +360%
William Blair & Company
105
William Blair & Company
Illinois
$11.5M +$792K +12,774 +8%
TF
106
Trek Financial
Arizona
$11.3M +$10.9M +175,854 New
BBA
107
BLB&B Advisors
Pennsylvania
$10.9M +$585K +9,427 +6%
CCM
108
Coldstream Capital Management
Washington
$10.9M +$347K +5,597 +3%
FI
109
FormulaFolio Investments
Michigan
$10.8M -$22.4M -360,852 -68%
BJL
110
Brighton Jones LLC
Washington
$10.3M -$210K -3,391 -2%
CAN
111
Cetera Advisor Networks
California
$10.1M +$1.77M +28,608 +22%
DADC
112
D.A. Davidson & Co
Montana
$10M +$200K +3,227 +2%
FM
113
Family Management
New York
$10M -$978K -15,776 -9%
IWP
114
Icon Wealth Partners
Texas
$9.65M +$7.62M +122,923 +458%
MAFM
115
Mid Atlantic Financial Management
Pennsylvania
$9.22M -$7.6M -122,597 -46%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$9.16M +$1.02M +16,496 +13%
ZF
117
Zhang Financial
Michigan
$8.5M -$306K -4,936 -4%
SCA
118
Snowden Capital Advisors
New York
$8.36M +$5.28M +85,104 +190%
CAG
119
Crestwood Advisors Group
Massachusetts
$8.08M +$174K +2,801 +2%
CFGS
120
Concourse Financial Group Securities
Alabama
$8.07M +$556K +8,970 +8%
GWM
121
Geneos Wealth Management
Colorado
$8.04M +$1.22M +19,637 +19%
CM
122
Columbus Macro
Pennsylvania
$8.02M -$830K -13,389 -10%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$8.01M +$7.36M +118,724 +2,088%
EK
124
Evensky & Katz
Florida
$7.84M +$122K +1,968 +2%
NA
125
NewEdge Advisors
Louisiana
$7.81M +$7.01M +113,050 +1,381%