We are live on ! Find out more
ITOT icon

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
WAG
101
Winthrop Advisory Group
Massachusetts
$16.9M +$2.88M +38,549 +21%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$16.2M
BBA
103
BLB&B Advisors
Pennsylvania
$15.8M +$1.69M +22,679 +12%
ZF
104
Zhang Financial
Michigan
$15.3M -$2.23M -29,872 -13%
CG
105
Caprock Group
Idaho
$15M +$1.68M +22,461 +13%
PAG
106
Private Advisor Group
New Jersey
$14.7M -$62.6K -839 -0.4%
CA
107
Calton & Associates
Florida
$14.7M +$1.41M +18,938 +11%
FMWA
108
Forvis Mazars Wealth Advisors
Missouri
$14.6M -$1M -13,419 -6%
BFWA
109
Benchmark Financial Wealth Advisors
Florida
$14.1M +$1.41M +18,930 +11%
K
110
Kemper
Illinois
$14.1M -$4.64M -62,160 -25%
APCM
111
Alaska Permanent Capital Management
Alaska
$13.9M -$35.7K -479 -0.3%
CAG
112
Crestwood Advisors Group
Massachusetts
$13.9M +$115K +1,542 +0.8%
PWA
113
Physician Wealth Advisors
Utah
$13.8M -$311K -4,173 -2%
WC
114
Whitney & Co
New York
$13.8M -$336K -4,497 -2%
TWM
115
Tolleson Wealth Management
Texas
$13M +$937K +12,554 +8%
GWM
116
Geneos Wealth Management
Colorado
$13M +$102K +1,367 +0.8%
HA
117
HYA Advisors
Missouri
$12.8M +$1.82M +24,334 +17%
SFA
118
Sequoia Financial Advisors
Ohio
$12.4M -$52.6K -705 -0.4%
ATC
119
Argent Trust Co
Tennessee
$12.3M
KFGK
120
Keystone Financial Group (Kentucky)
Kentucky
$12M +$97.8K +1,310 +0.8%
TIM
121
Tortoise Investment Management
New York
$11.7M -$568K -7,610 -5%
SWM
122
Sugarloaf Wealth Management
Georgia
$11.4M +$2.78M +37,232 +33%
Bank of New York Mellon
123
Bank of New York Mellon
New York
$11.2M -$204K -2,738 -2%
CFA
124
Capstone Financial Advisors
Illinois
$11.1M -$5.18M -69,361 -32%
BJL
125
Brighton Jones LLC
Washington
$10.9M +$81.7K +1,095 +0.8%

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.