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iShares Core S&P Total US Stock Market ETF

507 hedge funds and large institutions have $8.5B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 203 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $329K

172% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 47

72% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 118

32% more funds holding in top 10

Funds holding in top 10: 5674 (+18)

18% more funds holding

Funds holding: 429507 (+78)

6.98% more ownership

Funds ownership: 51.03%58.01% (+7%)

5% more capital invested

Capital invested by funds: $8.09B → $8.5B (+$415M)

Holders
507
Holders Change
+78
Holders Change %
+18.18%
% of All Funds
11.3%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
1.65%
New
128
Increased
203
Reduced
118
Closed
47
Calls
$1.09M
Puts
$329K
Net Calls
+$761K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
126
Lincoln National Corp
Pennsylvania
$5.95M +$1.7M +27,593 +36%
GWM
127
Geneos Wealth Management
Colorado
$5.92M +$359K +5,836 +6%
Creative Planning
128
Creative Planning
Kansas
$5.78M -$111K -1,809 -2%
WAM
129
Weatherly Asset Management
California
$5.73M +$310K +5,044 +5%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$5.66M +$3.86M +62,800 +170%
TVAMP
131
Tennessee Valley Asset Management Partners
Tennessee
$5.47M +$5.92M +96,367 New
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$5.46M +$61 +1 +0%
PFA
133
Pure Financial Advisors
California
$5.42M +$2.67M +43,422 +83%
EPP
134
ETF Portfolio Partners
Kansas
$5.14M +$395K +6,431 +8%
UCFA
135
United Capital Financial Advisors
Texas
$5.11M +$1.47M +23,995 +36%
TCM
136
Towercrest Capital Management
Pennsylvania
$5.08M +$162K +2,644 +3%
IWM
137
IHT Wealth Management
Illinois
$4.94M +$3.34M +54,421 +167%
CG
138
Colony Group
Massachusetts
$4.71M +$2.06M +33,583 +68%
PCG
139
Private Capital Group
Connecticut
$4.41M +$695K +11,311 +17%
FHA
140
Flagship Harbor Advisors
Massachusetts
$4.27M +$4.1M +66,713 +776%
EFSCE
141
Enterprise Financial Services Corp (EFSC)
Missouri
$4.2M -$395K -6,434 -8%
Bank of New York Mellon
142
Bank of New York Mellon
New York
$4.17M +$167K +2,717 +4%
PWS
143
Paragon Wealth Strategies
Florida
$4.1M +$4.48M +72,967 New
JMFC
144
J.M. Forbes & Co
Massachusetts
$4.1M -$38.8K -632 -0.9%
RBC
145
Roble Belko & Company
Pennsylvania
$3.9M +$231K +3,762 +6%
GPWA
146
Great Point Wealth Advisors
Massachusetts
$3.87M +$4.19M +68,152 New
EPM
147
Elm Partners Management
Pennsylvania
$3.84M +$4.2M +68,351 New
ECG
148
Edge Capital Group
Georgia
$3.81M +$4.12M +67,076 New
PA
149
Parallel Advisors
California
$3.79M +$52.2K +850 +1%
SIM
150
Sigma Investment Management
Oregon
$3.78M +$4.09M +66,544 New

ITOT Hedge Fund Activity: Q4 2018 in Review

507 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2018, worth a combined $8.5B — up 5.1% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new ITOT positions and 47 closed out — a net gain of 81 holders — while 203 added to existing stakes and 118 trimmed.

The largest buyer was Bank of America, adding an estimated $1.06B. The largest seller was Milliman Financial Risk Management, cutting an estimated $263M.

  • 507 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2018, up from 429 in Q3 2018.
  • Funds reported $8.5B of iShares Core S&P Total US Stock Market ETF stock for Q4 2018, up 5.1% quarter-over-quarter.
  • 128 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2018 and 47 closed out, a net change of +81 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2018 was Bank of America, an estimated $1.06B added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2018 was Milliman Financial Risk Management, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2018.