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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
SI
176
SII Investments
Wisconsin
$614K +$288K +5,398 +90%
AA
177
Ancora Advisors
Ohio
$560K +$277K +5,193 +101%
VAM
178
Visionary Asset Management
Texas
$541K -$77.6K -1,456 -13%
Bank of New York Mellon
179
Bank of New York Mellon
New York
$524K +$190K +3,554 +58%
ACM
180
Aviance Capital Management
Florida
$498K -$1.03M -19,358 -68%
LNC
181
Lincoln National Corp
Pennsylvania
$496K +$257K +4,828 +111%
FNBTCON
182
First National Bank & Trust Co of Newtown
Pennsylvania
$487K +$83.7K +1,570 +21%
ACP
183
Arcus Capital Partners
Georgia
$479K +$1.92K +36 +0.4%
TWMH
184
Tiedemann Wealth Management Holdings
New York
$473K +$467K +8,750 New
Citigroup
185
Citigroup
New York
$460K +$21.3K +400 +5%
NPF
186
Norris Perne & French
Michigan
$454K -$2.51K -47 -0.6%
GWM
187
Geneos Wealth Management
Colorado
$444K +$37.3K +700 +9%
MM
188
Meridian Management
Arkansas
$438K
Brown Advisory
189
Brown Advisory
Maryland
$434K +$428K +8,033 New
PJSIMP
190
P.J. Schmidt Investment Management (PJS)
Wisconsin
$431K -$11.8K -221 -3%
ICOA
191
Investment Centers of America
North Dakota
$384K +$381K +7,136 New
SFA
192
Sequoia Financial Advisors
Ohio
$373K +$26.4K +495 +8%
BSW
193
Buckingham Strategic Wealth
Missouri
$371K +$18.7K +351 +5%
BPCE
194
Bank Pictet & Cie (Europe)
Germany
$352K +$347K +6,515 New
BWA
195
Burt Wealth Advisors
Maryland
$343K
Lido Advisors
196
Lido Advisors
California
$329K +$319K +5,991 New
MWAC
197
Mariner Wealth Advisors (Cincinnati)
Ohio
$324K
NFG
198
Noven Financial Group
Colorado
$323K +$30.9K +580 +11%
IAS
199
IMA Advisory Services
Colorado
$322K +$318K +5,965 New
William Blair & Company
200
William Blair & Company
Illinois
$320K +$315K +5,905 New

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.