iShares Core S&P Total US Stock Market ETF
ITOT
60 hedge funds and large institutions have $127M invested in iShares Core S&P Total US Stock Market ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 5 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 12
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
5% more funds holding
Funds holding: 57 → 60 (+3)
34.16% less ownership
Funds ownership: 63.86% → 29.7% (-34%)
49% less capital invested
Capital invested by funds: $249M → $127M (-$122M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$7.35M |
| 2 |
Goldman Sachs
New York
|
+$5.4M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$2.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.75M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.56M |
Top Sellers
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$14.6M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$1.02M |
| 3 |
EA
Efficient Advisors
Mason,
Ohio
|
-$409K |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$271K |
| 5 |
Lazard Asset Management
New York
|
-$249K |
ITOT Hedge Fund Activity: Q3 2013 in Review
60 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2013, worth a combined $127M — down 49% from $249M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ITOT positions and 5 closed out — a net gain of 5 holders — while 25 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.35M. The largest seller was Deutsche Bank, exiting entirely with an estimated $14.6M sold.
- 60 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2013, up from 57 in Q2 2013.
- Funds reported $127M of iShares Core S&P Total US Stock Market ETF stock for Q3 2013, down 49% quarter-over-quarter.
- 10 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2013 and 5 closed out, a net change of +5 holders.
- The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2013 was Morgan Stanley, an estimated $7.35M added.
- The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2013 was Deutsche Bank, an estimated $14.6M sold.
Based on aggregated 13F filings for Q3 2013.