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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
Lazard Asset Management
126
Lazard Asset Management
New York
$394K -$943 -20 -0.2%
MM
127
Meridian Management
Arkansas
$386K
WA
128
WFG Advisors
Texas
$370K +$50.2K +1,064 +16%
BWA
129
Burt Wealth Advisors
Maryland
$350K -$94.3K -2,000 -21%
TI
130
Truepoint Inc
Ohio
$326K -$83.8K -1,776 -21%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$326K +$133K +2,824 +26%
ACM
132
Argentus Capital Management
Texas
$314K -$12.8K -272 -4%
GI
133
Gradient Investments
Minnesota
$306K -$64.2K -1,362 -17%
SB
134
Suntrust Banks
Georgia
$295K
HS
135
Huntington Steele
Pennsylvania
$292K +$289K +6,130 New
SWP
136
Stratos Wealth Partners
Ohio
$288K +$285K +6,040 New
MWAC
137
Mariner Wealth Advisors (Cincinnati)
Ohio
$286K
BSW
138
Buckingham Strategic Wealth
Missouri
$250K
VFA
139
Voya Financial Advisors
Connecticut
$249K +$250K +5,306 New
IH
140
IFC Holdings
Florida
$241K
FAAS
141
First Allied Advisory Services
California
$241K +$13.5K +286 +6%
VWM
142
Venturi Wealth Management
Texas
$238K +$27.4K +580 +13%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$228K -$377 -8 -0.2%
FA
144
FC Advisory
Pennsylvania
$227K +$1.13K +24 +0.5%
HPBT
145
High Point Bank & Trust
North Carolina
$219K
GWM
146
Geneos Wealth Management
Colorado
$217K -$12K -254 -5%
FHB
147
First Hawaiian Bank
Hawaii
$214K
Bank of Nova Scotia
148
Bank of Nova Scotia
Ontario, Canada
$208K
SFSIG
149
San Francisco Sentry Investment Group
California
$206K +$204K +4,334 New
HIS
150
Horizon Investment Services
Indiana
$203K -$151K -3,210 -43%