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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
OCM
176
Oakwood Capital Management
California
$1.72M +$30.8K +495 +2%
SSWM
177
Sheets Smith Wealth Management
North Carolina
$1.67M +$12.4K +200 +0.8%
LA
178
Lynch & Associates
Indiana
$1.67M +$606K +9,750 +57%
SEI Investments
179
SEI Investments
Pennsylvania
$1.67M +$1.5M +24,090 +937%
Northern Trust
180
Northern Trust
Illinois
$1.66M
FNBTCON
181
First National Bank & Trust Co of Newtown
Pennsylvania
$1.59M
Renaissance Technologies
182
Renaissance Technologies
New York
$1.58M +$1.57M +25,300 New
CA
183
Centerpoint Advisors
Massachusetts
$1.58M -$15.5K -249 -1%
CFA
184
Cahill Financial Advisors
Minnesota
$1.55M -$2.8K -45 -0.2%
TF
185
TIAA FSB
Florida
$1.53M -$214K -3,451 -12%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$1.52M +$58.4K +940 +4%
CC
187
Cedar Capital
Illinois
$1.51M +$480K +7,724 +47%
SWP
188
Stratos Wealth Partners
Ohio
$1.5M -$5.18M -83,412 -78%
IF
189
Ironwood Financial
Arizona
$1.47M +$183K +2,947 +14%
TA
190
Townsend & Associates
Colorado
$1.44M +$296K +4,756 +26%
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$1.41M +$73.9K +1,189 +6%
Stifel Financial
192
Stifel Financial
Missouri
$1.35M +$214K +3,449 +19%
TI
193
Truepoint Inc
Ohio
$1.28M +$1.22M +19,579 +2,130%
JMPWA
194
JP Morgan Private Wealth Advisors
California
$1.27M +$77.7K +1,250 +7%
EA
195
Edge Advisors
Georgia
$1.26M +$77.7K +1,250 +7%
FHC
196
First Heartland Consultants
Missouri
$1.25M +$97.2K +1,565 +9%
PCA
197
Personal Capital Advisors
California
$1.24M +$229K +3,684 +23%
IC
198
Inverness Counsel
New York
$1.23M
GT
199
Glenview Trust
Kentucky
$1.23M +$17.3K +279 +1%
Goldman Sachs
200
Goldman Sachs
New York
$1.22M +$353K +5,675 +41%

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.