We are live on ! Find out more
ITOT icon

iShares Core S&P Total US Stock Market ETF

269 hedge funds and large institutions have $3.98B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

103% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 65

30% more capital invested

Capital invested by funds: $3.06B → $3.98B (+$925M)

7% more funds holding

Funds holding: 251269 (+18)

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

0.96% more ownership

Funds ownership: 48.85%49.81% (+0.96%)

20% less call options, than puts

Call options by funds: $697K | Put options by funds: $870K

Holders
269
Holders Change
+18
Holders Change %
+7.17%
% of All Funds
6.7%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
35
Increased
132
Reduced
65
Closed
9
Calls
$697K
Puts
$870K
Net Calls
-$173K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$313K +$27.8K +521 +10%
CA
202
Continuum Advisory
Idaho
$304K +$300K +5,631 New
DIA
203
Davidson Investment Advisors
Montana
$300K +$138K +2,590 +87%
GI
204
Gradient Investments
Minnesota
$293K -$24.4K -458 -8%
NPC
205
National Planning Corporation
California
$291K +$288K +5,394 New
CAM
206
Concorde Asset Management
Michigan
$290K +$38.2K +716 +15%
SCM
207
SOL Capital Management
Maryland
$284K +$40K +750 +17%
VWA
208
V Wealth Advisors
Kansas
$279K +$275K +5,156 New
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$272K +$131K +2,465 +96%
CA
210
Clearstead Advisors
Ohio
$255K +$1.01K +19 +0.4%
Baird Financial Group
211
Baird Financial Group
Wisconsin
$254K -$463K -8,682 -65%
GWA
212
Guidant Wealth Advisors
Illinois
$254K -$12.4K -232 -5%
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$252K +$56.8K +1,065 +30%
FHB
214
First Hawaiian Bank
Hawaii
$247K +$4.11K +77 +2%
NA
215
Nottingham Advisors
New York
$239K
Bank of Nova Scotia
216
Bank of Nova Scotia
Ontario, Canada
$237K
SFSIG
217
San Francisco Sentry Investment Group
California
$234K
CIC
218
Carnegie Investment Counsel
Ohio
$217K
SF
219
Synovus Financial
Georgia
$216K
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$215K -$25.2K -472 -11%
HIS
221
Horizon Investment Services
Indiana
$213K +$210K +3,939 New
Chevy Chase Trust
222
Chevy Chase Trust
Maryland
$208K +$205K +3,842 New
PP
223
Palladium Partners
Virginia
$208K +$205K +3,850 New
SPIA
224
Steward Partners Investment Advisory
New York
$206K +$203K +3,814 New
Lazard Asset Management
225
Lazard Asset Management
New York
$200K -$2.24K -42 -1%

ITOT Hedge Fund Activity: Q1 2017 in Review

269 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2017, worth a combined $3.98B — up 30% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 9 closed out — a net gain of 26 holders — while 132 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $806M. The largest seller was Advisor Group, cutting an estimated $5.42M.

  • 269 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2017, up from 251 in Q4 2016.
  • Funds reported $3.98B of iShares Core S&P Total US Stock Market ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2017 and 9 closed out, a net change of +26 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2017 was BlackRock, an estimated $806M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2017 was Advisor Group, an estimated $5.42M sold.

Based on aggregated 13F filings for Q1 2017.