iShares Core S&P Total US Stock Market ETF
ITOT
69 hedge funds and large institutions have $157M invested in iShares Core S&P Total US Stock Market ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
30% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 20
24% more capital invested
Capital invested by funds: $127M → $157M (+$30.1M)
15% more funds holding
Funds holding: 60 → 69 (+9)
0.74% more ownership
Funds ownership: 29.7% → 30.44% (+0.74%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
63% less call options, than puts
Call options by funds: $203K | Put options by funds: $550K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFBTD
First Financial Bank - Trust Division
Hamilton,
Ohio
|
+$9.27M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.88M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$4.25M |
| 4 |
Goldman Sachs
New York
|
+$2.66M |
| 5 |
PJSIMP
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.32M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.71M |
| 3 |
Bank of New York Mellon
New York
|
-$2.79M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.28M |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$812K |
ITOT Hedge Fund Activity: Q4 2013 in Review
69 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2013, worth a combined $157M — up 24% from $127M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ITOT positions and 4 closed out — a net gain of 10 holders — while 26 added to existing stakes and 20 trimmed.
The largest buyer was First Financial Bank - Trust Division, opening a new position worth an estimated $9.27M. The largest seller was Wells Fargo, cutting an estimated $6.32M.
- 69 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2013, up from 60 in Q3 2013.
- Funds reported $157M of iShares Core S&P Total US Stock Market ETF stock for Q4 2013, up 24% quarter-over-quarter.
- 14 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2013 and 4 closed out, a net change of +10 holders.
- The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2013 was First Financial Bank - Trust Division, an estimated $9.27M added.
- The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2013 was Wells Fargo, an estimated $6.32M sold.
Based on aggregated 13F filings for Q4 2013.