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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
CPIA
201
Cornell Pochily Investment Advisors
New York
$3.87M -$52.2K -699 -1%
HI
202
Human Investing
Oregon
$3.85M -$72.6K -973 -2%
BHWM
203
Bar Harbor Wealth Management
New Hampshire
$3.84M
LA
204
Lynch & Associates
Indiana
$3.67M +$298K +3,990 +9%
FPCG
205
Fort Pitt Capital Group
Pennsylvania
$3.67M -$232K -3,104 -6%
FHC
206
First Heartland Consultants
Missouri
$3.6M +$3.56M +47,678 New
CNC
207
Canandaigua National Corp
New York
$3.58M +$3.54M +47,402 New
CC
208
Copperleaf Capital
North Carolina
$3.49M -$252K -3,373 -7%
CQS
209
Credential Qtrade Securities
$3.46M +$749K +10,035 +28%
CC
210
Cedar Capital
Illinois
$3.45M -$509K -6,824 -13%
RHBC
211
R.H. Bluestein & Co
Michigan
$3.38M +$14K +187 +0.4%
AWM
212
Altium Wealth Management
New York
$3.33M +$86.9K +1,165 +3%
TI
213
Trexquant Investment
Connecticut
$3.26M +$1.51M +20,187 +88%
KPWS
214
Kestra Private Wealth Services
Texas
$3.22M +$3.18M +42,636 New
CWM
215
Cahaba Wealth Management
Georgia
$3.2M -$23K -308 -0.7%
Lido Advisors
216
Lido Advisors
California
$3.17M +$429K +5,752 +16%
SAM
217
Securian Asset Management
Minnesota
$3.17M
TWP
218
TFO Wealth Partners
Ohio
$3.14M -$639K -8,560 -17%
AAG
219
Avalon Advisory Group
Pennsylvania
$3.14M -$614K -8,231 -17%
WMA
220
Wealth Management Associates
New Jersey
$3.06M -$33.2K -445 -1%
SWP
221
Summit Wealth Partners
Florida
$3.06M +$191K +2,564 +7%
AAM
222
Autus Asset Management
Arizona
$3.06M -$137K -1,835 -4%
ABC
223
Associated Banc-Corp
Wisconsin
$3.05M -$9.55K -128 -0.3%
WWM
224
Western Wealth Management
Colorado
$3.05M -$1.02M -13,645 -25%
VFM
225
Vivid Financial Management
California
$3.04M -$565K -7,566 -16%

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.