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iShares Core S&P Total US Stock Market ETF

507 hedge funds and large institutions have $8.5B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 203 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $329K

172% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 47

72% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 118

32% more funds holding in top 10

Funds holding in top 10: 5674 (+18)

18% more funds holding

Funds holding: 429507 (+78)

6.98% more ownership

Funds ownership: 51.03%58.01% (+7%)

5% more capital invested

Capital invested by funds: $8.09B → $8.5B (+$415M)

Holders
507
Holders Change
+78
Holders Change %
+18.18%
% of All Funds
11.3%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
1.65%
New
128
Increased
203
Reduced
118
Closed
47
Calls
$1.09M
Puts
$329K
Net Calls
+$761K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
151
King Wealth Management Group
Florida
$3.76M +$264K +4,289 +7%
KTA
152
Keeley-Teton Advisors
Illinois
$3.75M
PP
153
PrairieView Partners
Minnesota
$3.62M +$1.09M +17,759 +39%
AAS
154
Avantax Advisory Services
Texas
$3.55M +$3.84M +62,478 New
Comerica Bank
155
Comerica Bank
Texas
$3.51M +$1.11K +18 +0%
MA
156
MONECO Advisors
Connecticut
$3.5M +$3.79M +61,724 New
LPWM
157
Lake Point Wealth Management
Texas
$3.49M +$3.78M +61,519 New
JCM
158
Jacobi Capital Management
Pennsylvania
$3.37M +$3.17M +51,572 +666%
CPIA
159
Cornell Pochily Investment Advisors
New York
$3.29M +$228K +3,719 +7%
CG
160
Caprock Group
Idaho
$3.24M +$2.53M +41,102 +257%
HWA
161
Heritage Wealth Advisors
Virginia
$3.23M +$3.49M +56,863 +270,776%
CPIG
162
Chicago Partners Investment Group
Illinois
$3.21M +$3.34M +54,301 +100,557%
LFAS
163
Level Four Advisory Services
Texas
$3.16M -$8.47M -137,922 -71%
NI
164
NYL Investors
New York
$3.03M +$3.28M +53,400 New
FFA
165
First Foundation Advisors
California
$3.01M +$36.1K +588 +1%
APC
166
Aspire Private Capital
North Carolina
$3M +$3.25M +52,868 New
BCI
167
Brinker Capital Investments
Pennsylvania
$2.98M -$262K -4,272 -8%
NB
168
Northwest Bancshares
Pennsylvania
$2.88M -$523K -8,510 -14%
SWP
169
Stratos Wealth Partners
Ohio
$2.88M +$1.71M +27,891 +122%
HI
170
Human Investing
Oregon
$2.84M +$3.08M +50,113 New
SIA
171
Strategic Investment Advisors
Michigan
$2.81M +$3.04M +49,443 New
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$2.81M +$49.6K +808 +2%
VFA
173
Voya Financial Advisors
Connecticut
$2.78M -$124K -2,025 -4%
GBT
174
Grove Bank & Trust
Florida
$2.76M +$2.99M +48,650 New
MBT
175
Montecito Bank & Trust
California
$2.65M -$1.05M -17,067 -27%

ITOT Hedge Fund Activity: Q4 2018 in Review

507 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2018, worth a combined $8.5B — up 5.1% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new ITOT positions and 47 closed out — a net gain of 81 holders — while 203 added to existing stakes and 118 trimmed.

The largest buyer was Bank of America, adding an estimated $1.06B. The largest seller was Milliman Financial Risk Management, cutting an estimated $263M.

  • 507 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2018, up from 429 in Q3 2018.
  • Funds reported $8.5B of iShares Core S&P Total US Stock Market ETF stock for Q4 2018, up 5.1% quarter-over-quarter.
  • 128 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2018 and 47 closed out, a net change of +81 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2018 was Bank of America, an estimated $1.06B added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2018 was Milliman Financial Risk Management, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2018.