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iShares Core S&P Total US Stock Market ETF

692 hedge funds and large institutions have $16.1B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 229 increasing their positions, 291 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,740% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $3.89M

36% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $14.8B → $16.1B (+$1.24B)

1% more funds holding

Funds holding: 684692 (+8)

0.9% less ownership

Funds ownership: 59.78%58.87% (-0.9%)

7% less funds holding in top 10

Funds holding in top 10: 108100 (-8)

21% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 291

Holders
692
Holders Change
+8
Holders Change %
+1.17%
% of All Funds
13.96%
Holding in Top 10
100
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.41%
% of All Funds
2.02%
New
53
Increased
229
Reduced
291
Closed
39
Calls
$71.6M
Puts
$3.89M
Net Calls
+$67.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
126
Independent Solutions Wealth Management
New York
$10.9M -$499K -6,682 -4%
GG
127
Gleason Group
Kentucky
$10.7M -$149K -1,998 -1%
SIM
128
Stratos Investment Management
Ohio
$10.6M -$783K -10,489 -7%
ASW
129
Astoria Strategic Wealth
Texas
$10.5M -$94.1K -1,261 -0.9%
FM
130
Family Management
New York
$10.4M -$1.47M -19,658 -13%
MCM
131
Monument Capital Management
Virginia
$10.3M -$2.13M -28,479 -17%
APF
132
Alaska Permanent Fund
Alaska
$10.2M -$2.69M -36,000 -21%
OWA
133
Outlook Wealth Advisors
Texas
$9.98M -$136K -1,821 -1%
AAS
134
Avantax Advisory Services
Texas
$9.93M +$3.18M +42,595 +48%
FHB
135
First Hawaiian Bank
Hawaii
$9.51M -$367K -4,924 -4%
IA
136
IFP Advisors
Florida
$9.34M -$1.87M -25,050 -17%
PS
137
Planned Solutions
California
$9.18M +$9.08M +121,664 New
WAM
138
Weatherly Asset Management
California
$9.02M -$296K -3,966 -3%
PCA
139
Personal Capital Advisors
California
$8.9M -$1.69M -22,657 -16%
KOMWMG
140
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$8.84M -$35.7K -478 -0.4%
WCM
141
Wealthcare Capital Management
Virginia
$8.57M -$404K -5,412 -5%
WA
142
WBH Advisory
Maryland
$8.47M +$57.4K +769 +0.7%
GT
143
Greenleaf Trust
Michigan
$8.29M -$102K -1,369 -1%
ADL
144
Asset Dedication LLC
California
$8.08M +$1.18M +15,853 +17%
PCG
145
Private Capital Group
Connecticut
$7.63M -$1.11M -14,905 -13%
NGA
146
Naples Global Advisors
Florida
$7.56M -$8.21K -110 -0.1%
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$7.42M +$7.34M +98,314 New
BRC
148
BHF RG Capital
Arizona
$7.3M +$2.27M +30,481 +46%
IWM
149
IHT Wealth Management
Illinois
$7.16M -$575K -7,706 -8%
RBC
150
Roble Belko & Company
Pennsylvania
$7.11M -$165K -2,212 -2%

ITOT Hedge Fund Activity: Q3 2020 in Review

692 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2020, worth a combined $16.1B — up 8.3% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ITOT positions and 39 closed out — a net gain of 14 holders — while 229 added to existing stakes and 291 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $99.5M. The largest seller was Macquarie Group, exiting entirely with an estimated $232M sold.

  • 692 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2020, up from 684 in Q2 2020.
  • Funds reported $16.1B of iShares Core S&P Total US Stock Market ETF stock for Q3 2020, up 8.3% quarter-over-quarter.
  • 53 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2020 and 39 closed out, a net change of +14 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $99.5M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2020 was Macquarie Group, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2020.