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iShares Core S&P Total US Stock Market ETF
ITOT

307 hedge funds and large institutions have $6.15B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 142 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $582K

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

82% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 78

22% more capital invested

Capital invested by funds: $5.03B → $6.15B (+$1.12B)

6% more funds holding

Funds holding: 290 → 307 (+17)

1.15% less ownership

Funds ownership: 56.41% → 55.25% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 37 → 34 (-3)

Holders
307
Holders Change
+17
Holders Change %
+5.86%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.85%
New
39
Increased
142
Reduced
78
Closed
20
Calls
$1.16M
Puts
$582K
Net Calls
+$578K
Net Calls Change
+$1M

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$612M
2
BlackRock
BlackRock
New York
+$193M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$118M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$61.5M
5
LPL Financial
LPL Financial
California
+$26.6M

Top Sellers

1
AC
Alleghany Corporation
New York
-$145M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$74.7M
3
AC
Allstate Corporation
Illinois
-$46.3M
4
UWPG
Ullmann Wealth Partners Group
Florida
-$23.7M
5
SS
Simplicity Solutions
Minnesota
-$7.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
126
Financial Consulate
Maryland
$2.03M -$253K -4,492 -11%
JP Morgan Chase
127
JP Morgan Chase
New York
$2.02M +$129K +2,287 +7%
VC
128
Vicus Capital
Pennsylvania
$1.99M +$329K +5,834 +20%
AI
129
Accredited Investors
Minnesota
$1.94M -$76.3K -1,353 -4%
CFA
130
Carroll Financial Associates
North Carolina
$1.93M +$344K +6,090 +23%
JIC
131
Johnson Investment Counsel
Ohio
$1.92M – – –
ABC
132
Associated Banc-Corp
Wisconsin
$1.83M +$86.3K +1,530 +5%
PP
133
Pension Partners
New York
$1.78M +$6.49K +115 +0.4%
LI
134
LVZ Inc
Michigan
$1.75M +$4.65M +82,451 New
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$1.73M -$288K -5,098 -15%
APSP
136
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.72M -$8.69K -154 -0.5%
TW
137
Transform Wealth
Colorado
$1.71M +$1.68M +29,704 New
ZIC
138
ZWJ Investment Counsel
Georgia
$1.7M +$846 +15 +0.1%
OCM
139
Oakwood Capital Management
California
$1.7M +$85.5K +1,516 +5%
IT
140
Independence Trust
Tennessee
$1.58M +$44.2K +783 +3%
GWM
141
Geneos Wealth Management
Colorado
$1.56M +$736K +13,051 +93%
CFA
142
Cahill Financial Advisors
Minnesota
$1.54M -$32.5K -576 -2%
Northern Trust
143
Northern Trust
Illinois
$1.53M -$600K -10,632 -29%
IH
144
IFC Holdings
Florida
$1.51M +$728K +12,904 +97%
SSWM
145
Sheets Smith Wealth Management
North Carolina
$1.51M -$10.5K -187 -0.7%
PA
146
Parallel Advisors
California
$1.47M +$316K +5,600 +29%
SB
147
Suntrust Banks
Georgia
$1.46M +$166K +2,942 +13%
FPCG
148
Fort Pitt Capital Group
Pennsylvania
$1.44M -$106K -1,874 -7%
TF
149
TIAA FSB
Florida
$1.43M +$290K +5,149 +26%
HS
150
Huntington Steele
Pennsylvania
$1.42M +$122K +2,155 +10%
4 5
6
7 8

ITOT Hedge Fund Activity: Q3 2017 in Review

307 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 Q3 2017, worth a combined $6.15B — up 22% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ITOT positions and 20 closed out — a net gain of 19 holders — while 142 added to existing stakes and 78 trimmed.

The largest buyer was Milliman Financial Risk Management, adding an estimated $612M. The largest seller was Alleghany Corporation, exiting entirely with an estimated $145M sold.

  • 307 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2017, up from 290 in Q2 2017.
  • Funds reported $6.15B of iShares Core S&P Total US Stock Market ETF stock for Q3 2017, up 22% quarter-over-quarter.
  • 39 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2017 and 20 closed out, a net change of +19 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2017 was Milliman Financial Risk Management, an estimated $612M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2017 was Alleghany Corporation, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2017.