We are live on ! Find out more
ITOT icon

iShares Core S&P Total US Stock Market ETF

290 hedge funds and large institutions have $5.03B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 134 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

70% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 79

26% more capital invested

Capital invested by funds: $3.98B → $5.03B (+$1.05B)

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

8% more funds holding

Funds holding: 269290 (+21)

6.6% more ownership

Funds ownership: 49.81%56.41% (+6.6%)

41% less call options, than puts

Call options by funds: $627K | Put options by funds: $1.05M

Holders
290
Holders Change
+21
Holders Change %
+7.81%
% of All Funds
7.23%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.92%
New
35
Increased
134
Reduced
79
Closed
13
Calls
$627K
Puts
$1.05M
Net Calls
-$427K
Net Calls Change
-$254K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
176
Stifel Financial
Missouri
$704K -$42.2K -768 -6%
AFP
177
Ausdal Financial Partners
Iowa
$700K +$10.6K +193 +2%
FNBTCON
178
First National Bank & Trust Co of Newtown
Pennsylvania
$699K +$198K +3,600 +40%
WCM
179
Windsor Capital Management
Arizona
$670K -$82.9K -1,510 -11%
TI
180
Truepoint Inc
Ohio
$666K +$4.67K +85 +0.7%
Lido Advisors
181
Lido Advisors
California
$637K +$302K +5,507 +92%
BC
182
Brinker Capital
Pennsylvania
$620K +$614K +11,179 New
DIA
183
Dana Investment Advisors
Wisconsin
$617K +$611K +11,139 New
SFS
184
Sowell Financial Services
Arkansas
$594K -$77.4K -1,410 -12%
VAM
185
Visionary Asset Management
Texas
$580K +$25.1K +457 +5%
FHB
186
First Hawaiian Bank
Hawaii
$540K +$284K +5,175 +113%
NPC
187
National Planning Corporation
California
$535K +$232K +4,234 +78%
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$527K +$201K +3,656 +63%
DIA
189
Davidson Investment Advisors
Montana
$520K +$210K +3,829 +69%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$515K +$292K +5,315 +134%
GG
191
GenWealth Group
New Jersey
$491K +$487K +8,866 New
AEPG
192
American Economic Planning Group
New Jersey
$482K -$625K -11,386 -57%
MM
193
Meridian Management
Arkansas
$449K
BPCE
194
Bank Pictet & Cie (Europe)
Germany
$425K +$62.8K +1,145 +18%
PJSIMP
195
P.J. Schmidt Investment Management (PJS)
Wisconsin
$412K -$30.6K -557 -7%
CWM
196
Cornerstone Wealth Management
Missouri
$406K +$403K +7,341 New
Citigroup
197
Citigroup
New York
$405K -$65.9K -1,200 -14%
BSW
198
Buckingham Strategic Wealth
Missouri
$381K
PPA
199
Parametric Portfolio Associates
Washington
$381K +$377K +6,875 New
SFA
200
Sequoia Financial Advisors
Ohio
$376K -$6.15K -112 -2%

ITOT Hedge Fund Activity: Q2 2017 in Review

290 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2017, worth a combined $5.03B — up 26% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 13 closed out — a net gain of 22 holders — while 134 added to existing stakes and 79 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $800M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $80M.

  • 290 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2017, up from 269 in Q1 2017.
  • Funds reported $5.03B of iShares Core S&P Total US Stock Market ETF stock for Q2 2017, up 26% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2017 and 13 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2017 was TD Ameritrade Investment Management, an estimated $800M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2017 was Thrivent Financial for Lutherans, an estimated $80M sold.

Based on aggregated 13F filings for Q2 2017.