ITOT icon

iShares Core S&P Total US Stock Market ETF
ITOT

Overview Fund Activity

269 hedge funds and large institutions have $3.98B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+18
Holders Change %
+7.17%
% of All Funds
6.71%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
35
Increased
132
Reduced
65
Closed
9
Calls
$697K
Puts
$870K
Net Calls
-$173K
Net Calls Change
-$234K

Top Buyers

1
BlackRock
1
BlackRock
New York
$836M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$149M
3
MFRM
3
Milliman Financial Risk Management
Illinois
$467M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$169M
5
Morgan Stanley
5
Morgan Stanley
New York
$131M

Top Sellers

1
AG
1
Advisor Group
Arizona
$8.83M
2
Betterment LLC
2
Betterment LLC
New York
$4.83M
3
PAMG
3
Patton Albertson Miller Group
Tennessee
$39.7M
4
AW
4
ACG Wealth
Georgia
$7.32M
5
IA
5
IFP Advisors
Florida
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
151
Virtu KCG Holdings
New York
$1.07M +$1.07M +19,862 New
GT
152
Glenview Trust
Kentucky
$1.03M +$37.6K +696 +4%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$1M -$464K -8,588 -32%
OFG
154
Oxford Financial Group
Indiana
$990K – – –
TIM
155
Total Investment Management
Arizona
$971K -$114K -2,116 -11%
CAL
156
Capital Advisors Ltd
Ohio
$929K – – –
PA
157
Parallel Advisors
California
$900K +$184K +3,367 +26%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$858K -$351K -6,492 -29%
EWM
159
Empirical Wealth Management
Washington
$788K +$350K +6,471 +80%
KA
160
Kovack Advisors
Florida
$770K +$188K +3,470 +32%
GT
161
Greenleaf Trust
Michigan
$768K – – –
WCM
162
Windsor Capital Management
Arizona
$735K +$30.8K +571 +4%
Stifel Financial
163
Stifel Financial
Missouri
$728K +$103K +1,897 +16%
SCA
164
Snowden Capital Advisors
New York
$723K +$723K +13,377 New
HS
165
Huntington Steele
Pennsylvania
$703K +$167K +3,093 +31%
IH
166
IFC Holdings
Florida
$695K +$384K +7,100 +123%
MWM
167
Merriman Wealth Management
Washington
$674K +$674K +12,473 New
PFM
168
Phillips Financial Management
Indiana
$673K +$104K +1,959 +18%
AFP
169
Ausdal Financial Partners
Iowa
$672K -$11.3K -209 -2%
Goldman Sachs
170
Goldman Sachs
New York
$661K -$322K -5,956 -33%
SFS
171
Sowell Financial Services
Arkansas
$655K -$1.28M -23,278 -66%
Creative Planning
172
Creative Planning
Kansas
$653K -$73.7K -1,364 -10%
TI
173
Truepoint Inc
Ohio
$631K +$631K +11,686 New
WC
174
Whitney & Co
New York
$626K +$146K +2,710 +31%
FHC
175
First Heartland Consultants
Missouri
$614K -$9.14K -169 -1%
5 6
7
8 9