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iShares Core S&P Total US Stock Market ETF
ITOT

57 hedge funds and large institutions have $249M invested in iShares Core S&P Total US Stock Market ETF in 2013 Q2 according to their latest regulatory filings, with 57 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

63.86% more ownership

Funds ownership: 0% → 63.86% (+64%)

Holders
57
Holders Change
+57
Holders Change %
–
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
57
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
UOSC
1
University of Southern California
California
$95M +$95.4M +2,596,004 New
KCG
2
Knight Capital Group
$40.5M +$40.7M +1,106,526 New
Bank of America
3
Bank of America
North Carolina
$20.2M +$20.3M +552,784 New
Wells Fargo
4
Wells Fargo
California
$19.7M +$19.7M +536,782 New
Deutsche Bank
5
Deutsche Bank
Germany
$14.6M +$14.7M +400,000 New
Morgan Stanley
6
Morgan Stanley
New York
$10.9M +$11M +298,048 New
EA
7
Efficient Advisors
Ohio
$4.27M +$4.29M +116,686 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.05M +$4.06M +110,572 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$3.54M +$3.56M +96,770 New
JMFC
10
J.M. Forbes & Co
Massachusetts
$3.5M +$3.51M +95,578 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.11M +$3.12M +84,864 New
LPL Financial
12
LPL Financial
California
$2.57M +$2.58M +70,318 New
GI
13
Gradient Investments
Minnesota
$2.33M +$2.34M +63,580 New
Prudential Financial
14
Prudential Financial
New Jersey
$2.31M +$2.32M +63,038 New
BP
15
Ballentine Partners
Massachusetts
$2.17M +$2.18M +59,250 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.95M +$1.95M +53,148 New
U
17
UBS
Switzerland
$1.89M +$1.9M +51,724 New
ASN
18
Advisory Services Network
Georgia
$1.87M +$1.82M +49,498 New
AAM
19
Autus Asset Management
Arizona
$1.67M +$1.68M +45,682 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.48M +$1.49M +40,448 New
WA
21
WBH Advisory
Maryland
$1.21M +$1.21M +33,032 New
HighTower Advisors
22
HighTower Advisors
Illinois
$1.2M +$1.2M +32,694 New
BJL
23
Brighton Jones LLC
Washington
$1.19M +$1.2M +32,530 New
KFS
24
KMS Financial Services
Washington
$760K +$763K +20,772 New
Lazard Asset Management
25
Lazard Asset Management
New York
$534K +$537K +14,600 New
1
2 3

ITOT Hedge Fund Activity: Q2 2013 in Review

57 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2013, worth a combined $249M.

Buyers outnumbered sellers: 57 funds opened new ITOT positions and 0 closed out — a net gain of 57 holders — while 0 added to existing stakes and 0 trimmed.

  • 57 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $249M of iShares Core S&P Total US Stock Market ETF stock for Q2 2013.
  • 57 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2013 and 0 closed out, a net change of +57 holders.

Based on aggregated 13F filings for Q2 2013.