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iShares Core S&P Total US Stock Market ETF

581 hedge funds and large institutions have $14.3B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 253 increasing their positions, 186 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.28M

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

36% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 186

15% more capital invested

Capital invested by funds: $12.4B → $14.3B (+$1.81B)

3% more funds holding

Funds holding: 563581 (+18)

1.22% more ownership

Funds ownership: 58.59%59.82% (+1.2%)

1% more funds holding in top 10

Funds holding in top 10: 8990 (+1)

Holders
581
Holders Change
+18
Holders Change %
+3.2%
% of All Funds
12.74%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.97%
New
52
Increased
253
Reduced
186
Closed
30
Calls
$3.65M
Puts
$1.28M
Net Calls
+$2.37M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
176
Strategic Investment Advisors
Michigan
$4.71M +$407K +6,081 +10%
CCM
177
Coldstream Capital Management
Washington
$4.68M -$6.68M -99,735 -59%
MA
178
MONECO Advisors
Connecticut
$4.63M -$30.8K -459 -0.7%
EPM
179
Elm Partners Management
Pennsylvania
$4.57M +$20.2K +302 +0.4%
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
$4.44M -$2.15M -32,112 -33%
MGI
181
MayTech Global Investments
New York
$4.43M +$4.42M +66,000 New
CAN
182
Cetera Advisor Networks
California
$4.35M +$58.4K +872 +1%
MIAN
183
Mariner Independent Advisor Network
Kansas
$4.28M +$283K +4,225 +7%
PP
184
PrairieView Partners
Minnesota
$4.12M +$75K +1,119 +2%
VC
185
Vicus Capital
Pennsylvania
$3.98M +$92.5K +1,381 +2%
CS
186
Comerica Securities
Michigan
$3.8M +$50.4K +752 +1%
CG
187
Caprock Group
Idaho
$3.78M -$84.8K -1,266 -2%
CPIA
188
Cornell Pochily Investment Advisors
New York
$3.78M -$534K -7,971 -12%
APC
189
Aspire Private Capital
North Carolina
$3.75M -$53K -791 -1%
MAP
190
Milestone Advisory Partners
North Carolina
$3.73M +$930K +13,884 +33%
HI
191
Human Investing
Oregon
$3.72M +$220K +3,289 +6%
FAIM
192
Financial Advocates Investment Management
Washington
$3.72M +$642K +9,582 +21%
WA
193
WBH Advisory
Maryland
$3.7M +$95K +1,418 +3%
OWD
194
Osborn Williams & Donohoe
Ohio
$3.7M
GBBWRPM
195
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3.61M +$262K +3,903 +8%
SSW
196
Smith Shellnut Wilson
Mississippi
$3.58M -$188K -2,807 -5%
SS
197
Sunbelt Securities
Texas
$3.56M +$115K +1,720 +3%
Prudential Financial
198
Prudential Financial
New Jersey
$3.55M -$13.4K -200 -0.4%
ACA
199
Ackerman Capital Advisors
Texas
$3.49M
BCI
200
Brinker Capital Investments
Pennsylvania
$3.46M -$7.62M -113,687 -69%

ITOT Hedge Fund Activity: Q3 2019 in Review

581 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2019, worth a combined $14.3B — up 15% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ITOT positions and 30 closed out — a net gain of 22 holders — while 253 added to existing stakes and 186 trimmed.

The largest buyer was Wells Fargo, adding an estimated $543M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $76.2M.

  • 581 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2019, up from 563 in Q2 2019.
  • Funds reported $14.3B of iShares Core S&P Total US Stock Market ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2019 and 30 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2019 was Wells Fargo, an estimated $543M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2019 was Thrivent Financial for Lutherans, an estimated $76.2M sold.

Based on aggregated 13F filings for Q3 2019.