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iShares Core S&P Total US Stock Market ETF

692 hedge funds and large institutions have $16.1B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 229 increasing their positions, 291 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,740% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $3.89M

36% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $14.8B → $16.1B (+$1.24B)

1% more funds holding

Funds holding: 684692 (+8)

0.9% less ownership

Funds ownership: 59.78%58.87% (-0.9%)

7% less funds holding in top 10

Funds holding in top 10: 108100 (-8)

21% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 291

Holders
692
Holders Change
+8
Holders Change %
+1.17%
% of All Funds
13.96%
Holding in Top 10
100
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.41%
% of All Funds
2.02%
New
53
Increased
229
Reduced
291
Closed
39
Calls
$71.6M
Puts
$3.89M
Net Calls
+$67.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
176
TS Financial Group (TSFG)
Illinois
$5.23M -$153K -2,055 -3%
HSA
177
HBK Sorce Advisory
Pennsylvania
$5.08M -$3.13K -42 -0.1%
Goldman Sachs
178
Goldman Sachs
New York
$5.07M -$8.92M -119,486 -64%
SIAP
179
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.06M -$151K -2,027 -3%
PP
180
PrairieView Partners
Minnesota
$4.97M -$148K -1,981 -3%
SPIA
181
Steward Partners Investment Advisory
New York
$4.91M +$479K +6,414 +11%
GBBWRPM
182
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4.84M +$4.03M +54,047 +536%
BAM
183
Baldrige Asset Management
Pennsylvania
$4.8M +$58.1K +779 +1%
TCM
184
Towercrest Capital Management
Pennsylvania
$4.74M -$504K -6,751 -10%
MA
185
MONECO Advisors
Connecticut
$4.74M +$39.6K +531 +0.9%
AWE
186
Avidian Wealth Enterprises
Texas
$4.62M +$4.57M +61,176 New
GBT
187
Grove Bank & Trust
Florida
$4.61M +$187K +2,500 +4%
CAN
188
Cetera Advisor Networks
California
$4.6M -$410K -5,497 -8%
SWP
189
Stratos Wealth Partners
Ohio
$4.58M -$57.5K -770 -1%
Northern Trust
190
Northern Trust
Illinois
$4.57M -$162K -2,176 -3%
FF
191
Friedenthal Financial
New Jersey
$4.56M +$2.78M +37,274 +161%
SFG
192
Sowa Financial Group
Rhode Island
$4.43M -$76.6K -1,026 -2%
SIA
193
Strategic Investment Advisors
Michigan
$4.13M +$351K +4,703 +9%
SCA
194
Snowden Capital Advisors
New York
$4.11M -$11.3K -152 -0.3%
NL
195
NWAM LLC
Washington
$4.1M +$458K +6,144 +13%
JWM
196
JGP Wealth Management
Oregon
$4.08M +$118K +1,584 +3%
RG
197
Retirement Group
California
$4.08M +$91.5K +1,226 +2%
CFA
198
Carroll Financial Associates
North Carolina
$4.07M +$344K +4,605 +9%
CFGS
199
Concourse Financial Group Securities
Alabama
$4.05M -$267K -3,584 -6%
EWF
200
Epstein & White Financial
California
$4.03M -$704K -9,439 -15%

ITOT Hedge Fund Activity: Q3 2020 in Review

692 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2020, worth a combined $16.1B — up 8.3% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ITOT positions and 39 closed out — a net gain of 14 holders — while 229 added to existing stakes and 291 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $99.5M. The largest seller was Macquarie Group, exiting entirely with an estimated $232M sold.

  • 692 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2020, up from 684 in Q2 2020.
  • Funds reported $16.1B of iShares Core S&P Total US Stock Market ETF stock for Q3 2020, up 8.3% quarter-over-quarter.
  • 53 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2020 and 39 closed out, a net change of +14 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $99.5M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2020 was Macquarie Group, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2020.