We are live on ! Find out more
ITOT icon

iShares Core S&P Total US Stock Market ETF

402 hedge funds and large institutions have $7.4B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 104 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 16

77% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 104

10% more capital invested

Capital invested by funds: $6.74B → $7.4B (+$659M)

8% more funds holding in top 10

Funds holding in top 10: 4852 (+4)

7% more funds holding

Funds holding: 375402 (+27)

0.43% less ownership

Funds ownership: 52.06%51.63% (-0.43%)

18% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.47M

Holders
402
Holders Change
+27
Holders Change %
+7.2%
% of All Funds
9.2%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.19%
New
48
Increased
184
Reduced
104
Closed
16
Calls
$1.21M
Puts
$1.47M
Net Calls
-$260K
Net Calls Change
+$468K
Name Holding Trade Value Shares
Change
Change in
Stake
NB
126
Northwest Bancshares
Pennsylvania
$3.91M -$186K -2,997 -5%
KWMG
127
King Wealth Management Group
Florida
$3.9M +$123K +1,983 +3%
RBC
128
Roble Belko & Company
Pennsylvania
$3.88M +$845K +13,594 +28%
MAP
129
Milestone Advisory Partners
North Carolina
$3.54M +$113K +1,826 +3%
PCG
130
Private Capital Group
Connecticut
$3.5M +$358K +5,758 +12%
LNC
131
Lincoln National Corp
Pennsylvania
$3.43M +$353K +5,677 +12%
SMC
132
Smith, Moore & Co
Missouri
$3.42M -$31.1K -500 -0.9%
CPIA
133
Cornell Pochily Investment Advisors
New York
$3.41M +$217K +3,493 +7%
PP
134
PrairieView Partners
Minnesota
$3.31M +$297K +4,774 +10%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$3.3M +$1.17M +18,874 +56%
PWM
136
Patriot Wealth Management
Texas
$3.26M +$336K +5,412 +12%
FFA
137
First Foundation Advisors
California
$3.22M -$124K -2,001 -4%
VFA
138
Voya Financial Advisors
Connecticut
$3.19M +$98.4K +1,584 +3%
WA
139
WBH Advisory
Maryland
$3.19M +$89.5K +1,440 +3%
CG
140
Colony Group
Massachusetts
$3.16M +$147K +2,365 +5%
BCI
141
Brinker Capital Investments
Pennsylvania
$3.15M +$252K +4,056 +9%
WC
142
Whitney & Co
New York
$3.12M +$232K +3,738 +8%
LI
143
LVZ Inc
Michigan
$3.06M -$2.82M -45,419 -48%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$3.03M +$75.6K +1,217 +3%
SG Americas Securities
145
SG Americas Securities
New York
$2.98M +$2.96M +47,623 New
ACP
146
Aveo Capital Partners
Colorado
$2.97M -$3.44M -55,349 -54%
Comerica Bank
147
Comerica Bank
Texas
$2.76M -$770K -12,389 -22%
IA
148
IndexIQ Advisors
New York
$2.74M +$2.51M +40,429 +1,196%
AIFS
149
A&I Financial Services
Colorado
$2.7M +$30.6K +492 +1%
FPCG
150
Fort Pitt Capital Group
Pennsylvania
$2.69M -$143K -2,309 -5%

ITOT Hedge Fund Activity: Q2 2018 in Review

402 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2018, worth a combined $7.4B — up 9.8% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ITOT positions and 16 closed out — a net gain of 32 holders — while 184 added to existing stakes and 104 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $86.3M. The largest seller was Brown Brothers Harriman & Co, exiting entirely with an estimated $40.4M sold.

  • 402 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2018, up from 375 in Q1 2018.
  • Funds reported $7.4B of iShares Core S&P Total US Stock Market ETF stock for Q2 2018, up 9.8% quarter-over-quarter.
  • 48 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2018 and 16 closed out, a net change of +32 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $86.3M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2018 was Brown Brothers Harriman & Co, an estimated $40.4M sold.

Based on aggregated 13F filings for Q2 2018.