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iShares Core S&P Total US Stock Market ETF

402 hedge funds and large institutions have $7.4B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 184 increasing their positions, 104 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 16

77% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 104

10% more capital invested

Capital invested by funds: $6.74B → $7.4B (+$659M)

8% more funds holding in top 10

Funds holding in top 10: 4852 (+4)

7% more funds holding

Funds holding: 375402 (+27)

0.43% less ownership

Funds ownership: 52.06%51.63% (-0.43%)

18% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.47M

Holders
402
Holders Change
+27
Holders Change %
+7.2%
% of All Funds
9.2%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.19%
New
48
Increased
184
Reduced
104
Closed
16
Calls
$1.21M
Puts
$1.47M
Net Calls
-$260K
Net Calls Change
+$468K
Name Holding Trade Value Shares
Change
Change in
Stake
ABC
151
Associated Banc-Corp
Wisconsin
$2.68M +$171K +2,746 +7%
AAM
152
Autus Asset Management
Arizona
$2.67M -$2.8K -45 -0.1%
SMM
153
Stadion Money Management
Georgia
$2.63M -$36.4K -586 -1%
SAM
154
Securian Asset Management
Minnesota
$2.63M
VC
155
Vicus Capital
Pennsylvania
$2.6M +$70K +1,126 +3%
SCA
156
Snowden Capital Advisors
New York
$2.55M +$148K +2,381 +6%
CFA
157
Carroll Financial Associates
North Carolina
$2.5M +$467K +7,517 +23%
FHB
158
First Hawaiian Bank
Hawaii
$2.25M +$1.41M +22,770 +172%
FC
159
Financial Consulate
Maryland
$2.24M +$51.8K +834 +2%
HI
160
Hudock Inc
Pennsylvania
$2.21M +$455K +7,329 +26%
WDL
161
Well Done LLC
Michigan
$2.2M +$20.6K +332 +1%
MWM
162
Mission Wealth Management
California
$2.2M +$697K +11,218 +47%
KFGK
163
Keystone Financial Group (Kentucky)
Kentucky
$2.16M -$10.1M -163,309 -83%
CWM
164
Cahaba Wealth Management
Georgia
$2.14M -$158K -2,537 -7%
JP Morgan Chase
165
JP Morgan Chase
New York
$2.13M -$5.09K -82 -0.2%
JIC
166
Johnson Investment Counsel
Ohio
$2.09M
BS
167
Banco Santander
Spain
$2.06M -$145K -2,340 -7%
IWM
168
IHT Wealth Management
Illinois
$2.06M +$542K +8,729 +36%
APSP
169
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.04M +$16K +258 +0.8%
AI
170
Accredited Investors
Minnesota
$2.04M +$86.8K +1,397 +4%
1WA
171
180 Wealth Advisors
Washington
$1.97M +$480K +7,732 +33%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$1.92M -$195K -3,145 -9%
ATC
173
Argent Trust Co
Tennessee
$1.8M +$599K +9,639 +50%
EA
174
Efficient Advisors
Ohio
$1.79M -$90.1K -1,450 -5%
CL
175
Cabana LLC
Arkansas
$1.75M +$1.74M +28,064 New

ITOT Hedge Fund Activity: Q2 2018 in Review

402 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2018, worth a combined $7.4B — up 9.8% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new ITOT positions and 16 closed out — a net gain of 32 holders — while 184 added to existing stakes and 104 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $86.3M. The largest seller was Brown Brothers Harriman & Co, exiting entirely with an estimated $40.4M sold.

  • 402 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2018, up from 375 in Q1 2018.
  • Funds reported $7.4B of iShares Core S&P Total US Stock Market ETF stock for Q2 2018, up 9.8% quarter-over-quarter.
  • 48 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2018 and 16 closed out, a net change of +32 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $86.3M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2018 was Brown Brothers Harriman & Co, an estimated $40.4M sold.

Based on aggregated 13F filings for Q2 2018.