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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
Manulife (Manufacturers Life Insurance)
126
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.66M +$462K +8,659 +39%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$1.6M +$935K +17,531 +145%
PWM
128
Patriot Wealth Management
Texas
$1.57M +$113K +2,113 +8%
AllianceBernstein
129
AllianceBernstein
Tennessee
$1.54M
SMC
130
Smith, Moore & Co
Missouri
$1.53M +$1.51M +28,406 New
CFA
131
Cahill Financial Advisors
Minnesota
$1.52M -$21.3K -399 -1%
Northern Trust
132
Northern Trust
Illinois
$1.46M -$26.9K -504 -2%
OCM
133
Oakwood Capital Management
California
$1.46M -$1.97M -36,914 -58%
USAA
134
United Services Automobile Association
Texas
$1.42M +$817K +15,313 +139%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$1.42M +$1.27M +23,748 +950%
EFS
136
Essex Financial Services
Connecticut
$1.37M +$518K +9,716 +62%
SSWM
137
Sheets Smith Wealth Management
North Carolina
$1.36M +$129K +2,412 +11%
TW
138
Transform Wealth
Colorado
$1.35M +$126K +2,357 +10%
OBWP
139
O'Brien Wealth Partners
Massachusetts
$1.34M -$12.7K -238 -0.9%
VC
140
Vicus Capital
Pennsylvania
$1.27M +$589K +11,038 +88%
CFA
141
Carroll Financial Associates
North Carolina
$1.25M +$644K +12,083 +110%
LC
142
LCNB Corp
Ohio
$1.23M +$314K +5,895 +35%
IF
143
Ironwood Financial
Arizona
$1.16M -$94.4K -1,770 -8%
RA
144
RFG Advisory
Alabama
$1.15M -$1.31M -24,580 -53%
AIM
145
Advantage Investment Management
Iowa
$1.14M -$388K -7,282 -26%
SB
146
Suntrust Banks
Georgia
$1.13M +$357K +6,704 +47%
HI
147
Hudock Inc
Pennsylvania
$1.12M -$9.87K -185 -0.9%
JMPWA
148
JP Morgan Private Wealth Advisors
California
$1.1M -$215K -4,032 -16%
AEPG
149
American Economic Planning Group
New Jersey
$1.08M -$190K -3,564 -15%
Comerica Bank
150
Comerica Bank
Texas
$1.08M

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.