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
FHB
201
First Hawaiian Bank
Hawaii
$2.04M
Mariner
202
Mariner
Kansas
$2.02M +$1.67M +27,120 +320%
CHAM
203
Clear Harbor Asset Management
Connecticut
$1.99M +$2.15M +35,000 New
CWM
204
Cahaba Wealth Management
Georgia
$1.97M +$16.8K +273 +0.8%
1WA
205
180 Wealth Advisors
Washington
$1.97M -$46.6K -759 -3%
3AM
206
3EDGE Asset Management
Florida
$1.96M -$23.6M -384,745 -92%
WWM
207
Windsor Wealth Management
Indiana
$1.96M +$1.66M +27,079 +368%
HI
208
Hudock Inc
Pennsylvania
$1.93M -$58.3K -949 -3%
JIC
209
Johnson Investment Counsel
Ohio
$1.9M
BS
210
Banco Santander
Spain
$1.87M
LA
211
Lynch & Associates
Indiana
$1.86M +$89.5K +1,456 +5%
JF
212
JSF Financial
California
$1.83M +$1.99M +32,313 New
5L
213
55I LLC
Massachusetts
$1.83M +$1.98M +32,218 New
SMM
214
Stadion Money Management
Georgia
$1.8M -$17.2K -280 -0.9%
GG
215
Gofen & Glossberg
Illinois
$1.75M -$24.6K -400 -1%
A
216
AdvicePeriod
California
$1.74M +$874K +14,225 +87%
FC
217
Financial Consulate
Maryland
$1.72M -$187K -3,043 -9%
CAL
218
Capital Advisors Ltd
Ohio
$1.72M +$828K +13,481 +80%
CC
219
Cedar Capital
Illinois
$1.72M +$249K +4,054 +15%
APSP
220
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.68M -$68.3K -1,112 -4%
FWP
221
FAS Wealth Partners
Kansas
$1.67M +$1.8M +29,348 New
TW
222
Transform Wealth
Colorado
$1.66M +$587K +9,562 +49%
PAG
223
Pinnacle Advisory Group
Maryland
$1.62M +$24.9K +405 +1%
Northern Trust
224
Northern Trust
Illinois
$1.61M +$107K +1,746 +7%
CC
225
Cypress Capital
Tennessee
$1.61M +$1.74M +28,298 New

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.