We are live on ! Find out more
ITOT icon

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
AFP
176
Ausdal Financial Partners
Iowa
$2.6M +$1.9M +30,952 +207%
LFG
177
LifePlan Financial Group
Ohio
$2.59M -$58.4K -951 -2%
VC
178
Vicus Capital
Pennsylvania
$2.59M +$259K +4,216 +10%
GBBWRPM
179
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.58M +$2.79M +45,424 New
GT
180
Greenleaf Trust
Michigan
$2.56M +$2.19M +35,689 +377%
SCA
181
Snowden Capital Advisors
New York
$2.54M +$88.6K +1,442 +3%
WDL
182
Well Done LLC
Michigan
$2.48M +$486K +7,915 +22%
CC
183
Claybrook Capital
Massachusetts
$2.48M +$2.69M +43,779 New
GFP
184
Gryphon Financial Partners
Ohio
$2.45M +$2.12M +34,515 +677%
LI
185
LVZ Inc
Michigan
$2.44M +$36.9K +601 +1%
ACP
186
Aveo Capital Partners
Colorado
$2.42M -$8.97K -146 -0.3%
AAM
187
Autus Asset Management
Arizona
$2.4M +$29.5K +480 +1%
ABC
188
Associated Banc-Corp
Wisconsin
$2.4M -$2.7K -44 -0.1%
SAM
189
Securian Asset Management
Minnesota
$2.38M
WIA
190
World Investment Advisors
California
$2.36M +$2.45M +39,847 New
JP Morgan Chase
191
JP Morgan Chase
New York
$2.25M +$742K +12,075 +44%
KFGK
192
Keystone Financial Group (Kentucky)
Kentucky
$2.24M +$120K +1,958 +5%
Baird Financial Group
193
Baird Financial Group
Wisconsin
$2.22M +$340K +5,529 +16%
AIFS
194
A&I Financial Services
Colorado
$2.2M +$2.39M +38,829 New
IF
195
Ironwood Financial
Arizona
$2.18M +$787K +12,803 +50%
PSG
196
Planning Solutions Group
Maryland
$2.18M +$2.36M +38,448 New
AIM
197
Allen Investment Management
New York
$2.16M +$2.34M +38,070 New
CFA
198
Carroll Financial Associates
North Carolina
$2.15M -$225K -3,668 -9%
WMA
199
Wealth Management Associates
New Jersey
$2.11M +$2.28M +37,098 New
WAM
200
World Asset Management
Michigan
$2.1M -$3.69M -60,121 -62%

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.