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iShares Core S&P Total US Stock Market ETF

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

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

103% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 65

30% more capital invested

Capital invested by funds: $3.06B → $3.98B (+$925M)

7% more funds holding

Funds holding: 251269 (+18)

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

0.96% more ownership

Funds ownership: 48.85%49.81% (+0.96%)

20% less call options, than puts

Call options by funds: $697K | Put options by funds: $870K

Holders
269
Holders Change
+18
Holders Change %
+7.17%
% of All Funds
6.7%
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
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
151
Virtu KCG Holdings
New York
$1.07M +$1.06M +19,862 New
GT
152
Glenview Trust
Kentucky
$1.02M +$37.1K +696 +4%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$1M -$458K -8,588 -32%
OFG
154
Oxford Financial Group
Indiana
$990K
TIM
155
Total Investment Management
Arizona
$971K -$113K -2,116 -11%
CAL
156
Capital Advisors Ltd
Ohio
$929K
PA
157
Parallel Advisors
California
$900K +$180K +3,367 +26%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$858K -$346K -6,492 -29%
EWM
159
Empirical Wealth Management
Washington
$788K +$345K +6,471 +80%
KA
160
Kovack Advisors
Florida
$770K +$185K +3,470 +32%
GT
161
Greenleaf Trust
Michigan
$768K
WCM
162
Windsor Capital Management
Arizona
$735K +$30.4K +571 +4%
Stifel Financial
163
Stifel Financial
Missouri
$728K +$101K +1,897 +16%
SCA
164
Snowden Capital Advisors
New York
$723K +$713K +13,377 New
HS
165
Huntington Steele
Pennsylvania
$703K +$165K +3,093 +31%
IH
166
IFC Holdings
Florida
$695K +$379K +7,100 +123%
MWM
167
Merriman Wealth Management
Washington
$674K +$665K +12,473 New
PFM
168
Phillips Financial Management
Indiana
$673K +$104K +1,959 +18%
AFP
169
Ausdal Financial Partners
Iowa
$672K -$11.1K -209 -2%
Goldman Sachs
170
Goldman Sachs
New York
$661K -$318K -5,956 -33%
SFS
171
Sowell Financial Services
Arkansas
$655K -$1.24M -23,278 -66%
Creative Planning
172
Creative Planning
Kansas
$653K -$72.7K -1,364 -10%
TI
173
Truepoint Inc
Ohio
$631K +$623K +11,686 New
WC
174
Whitney & Co
New York
$626K +$145K +2,710 +31%
FHC
175
First Heartland Consultants
Missouri
$614K -$9.01K -169 -1%

ITOT Hedge Fund Activity: Q1 2017 in Review

269 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2017, worth a combined $3.98B — up 30% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 9 closed out — a net gain of 26 holders — while 132 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $806M. The largest seller was Advisor Group, cutting an estimated $5.42M.

  • 269 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2017, up from 251 in Q4 2016.
  • Funds reported $3.98B of iShares Core S&P Total US Stock Market ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2017 and 9 closed out, a net change of +26 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2017 was BlackRock, an estimated $806M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2017 was Advisor Group, an estimated $5.42M sold.

Based on aggregated 13F filings for Q1 2017.