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iShares Core S&P Total US Stock Market ETF

581 hedge funds and large institutions have $14.3B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 253 increasing their positions, 186 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.28M

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

36% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 186

15% more capital invested

Capital invested by funds: $12.4B → $14.3B (+$1.81B)

3% more funds holding

Funds holding: 563581 (+18)

1.22% more ownership

Funds ownership: 58.59%59.82% (+1.2%)

1% more funds holding in top 10

Funds holding in top 10: 8990 (+1)

Holders
581
Holders Change
+18
Holders Change %
+3.2%
% of All Funds
12.74%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.97%
New
52
Increased
253
Reduced
186
Closed
30
Calls
$3.65M
Puts
$1.28M
Net Calls
+$2.37M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
NP
126
NorthRock Partners
Minnesota
$9.16M +$9.15M +136,519 New
SFS
127
Sowell Financial Services
Arkansas
$9.02M +$9.01M +134,495 New
CAG
128
Crestwood Advisors Group
Massachusetts
$8.85M +$2.81K +42 +0%
TF
129
Trek Financial
Arizona
$8.36M -$2.18M -32,480 -21%
PFA
130
Pure Financial Advisors
California
$8.36M -$76.3K -1,139 -0.9%
MWM
131
Mission Wealth Management
California
$8.35M -$87.9K -1,312 -1%
EK
132
Evensky & Katz
Florida
$8.11M -$92.9K -1,386 -1%
Creative Planning
133
Creative Planning
Kansas
$8.08M +$117K +1,746 +1%
IWM
134
IHT Wealth Management
Illinois
$8.06M +$261K +3,896 +3%
WAAG
135
Wealth Alliance Advisory Group
Kansas
$7.99M +$64K +955 +0.8%
ZF
136
Zhang Financial
Michigan
$7.97M -$755K -11,268 -9%
ASN
137
Advisory Services Network
Georgia
$7.93M
LFAS
138
Level Four Advisory Services
Texas
$7.93M -$80K -1,194 -1%
SIM
139
Stratos Investment Management
Ohio
$7.85M +$620K +9,252 +9%
JP Morgan Chase
140
JP Morgan Chase
New York
$7.68M -$3.96M -59,052 -34%
WAM
141
Weatherly Asset Management
California
$7.31M -$360K -5,372 -5%
SPIA
142
Steward Partners Investment Advisory
New York
$7.21M +$1.29M +19,290 +22%
TVAMP
143
Tennessee Valley Asset Management Partners
Tennessee
$7.18M +$489K +7,302 +7%
NGA
144
Naples Global Advisors
Florida
$7.02M +$77.4K +1,155 +1%
AW
145
ACG Wealth
Georgia
$6.94M -$1.75M -26,162 -20%
PFA
146
Pinnacle Family Advisors
Missouri
$6.93M -$366K -5,464 -5%
WANY
147
Wealthspire Advisors (New York)
New York
$6.91M -$1.22M -18,239 -15%
JCM
148
Jacobi Capital Management
Pennsylvania
$6.79M +$2.83M +42,198 +72%
PCG
149
Private Capital Group
Connecticut
$6.76M +$3.09M +46,098 +84%
SB
150
Suntrust Banks
Georgia
$6.73M +$4.5M +67,160 +203%

ITOT Hedge Fund Activity: Q3 2019 in Review

581 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2019, worth a combined $14.3B — up 15% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ITOT positions and 30 closed out — a net gain of 22 holders — while 253 added to existing stakes and 186 trimmed.

The largest buyer was Wells Fargo, adding an estimated $543M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $76.2M.

  • 581 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2019, up from 563 in Q2 2019.
  • Funds reported $14.3B of iShares Core S&P Total US Stock Market ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2019 and 30 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2019 was Wells Fargo, an estimated $543M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2019 was Thrivent Financial for Lutherans, an estimated $76.2M sold.

Based on aggregated 13F filings for Q3 2019.