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iShares Core S&P Total US Stock Market ETF

68 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 13 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

23% more capital invested

Capital invested by funds: $127M → $157M (+$29.8M)

13% more funds holding

Funds holding: 6068 (+8)

0.7% more ownership

Funds ownership: 29.7%30.4% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

63% less call options, than puts

Call options by funds: $203K | Put options by funds: $550K

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
26
Reduced
20
Closed
4
Calls
$203K
Puts
$550K
Net Calls
-$347K
Net Calls Change
-$347K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.8M +$2M +49,344 +10%
Bank of America
2
Bank of America
North Carolina
$22.8M -$1.28M -31,562 -6%
Wells Fargo
3
Wells Fargo
California
$18M -$6.32M -155,952 -27%
FFBTD
4
First Financial Bank - Trust Division
Ohio
$9.66M +$9.27M +228,492 New
Goldman Sachs
5
Goldman Sachs
New York
$9.27M +$2.66M +65,660 +43%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$8.91M +$7.88M +194,384 +1,188%
U
7
UBS
Switzerland
$6.55M +$4.25M +104,730 +209%
EA
8
Efficient Advisors
Ohio
$4.24M -$234K -5,764 -5%
JMFC
9
J.M. Forbes & Co
Massachusetts
$3.88M -$9.73K -240 -0.3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.77M +$42.4K +1,046 +1%
LPL Financial
11
LPL Financial
California
$3.52M +$166K +4,096 +5%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$3.2M
Prudential Financial
13
Prudential Financial
New Jersey
$3.06M +$616K +15,200 +27%
PJSIMP
14
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.88M +$2.35M +57,962 +570%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.53M -$3.71M -91,410 -60%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.52M +$257K +6,342 +12%
BP
17
Ballentine Partners
Massachusetts
$2.51M
ASN
18
Advisory Services Network
Georgia
$2.44M +$16.5K +408 +0.7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.06M -$60.8K -1,500 -3%
AAM
20
Autus Asset Management
Arizona
$1.94M -$8.11K -200 -0.4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.7M -$31.8K -784 -2%
PI
22
Placemark Investments
Illinois
$1.67M +$287K +7,086 +22%
WA
23
WBH Advisory
Maryland
$1.47M +$35.8K +882 +3%
BJL
24
Brighton Jones LLC
Washington
$1.39M +$10.2K +252 +0.8%
GI
25
Gradient Investments
Minnesota
$1.29M -$265K -6,532 -18%