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iShares Core S&P Total US Stock Market ETF

77 hedge funds and large institutions have $194M invested in iShares Core S&P Total US Stock Market ETF in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

24% more capital invested

Capital invested by funds: $157M → $194M (+$37.3M)

12% more funds holding

Funds holding: 6977 (+8)

2.82% more ownership

Funds ownership: 30.44%33.26% (+2.8%)

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
12
Increased
32
Reduced
18
Closed
4
Calls
$223K
Puts
Net Calls
+$223K
Net Calls Change
+$570K

ITOT Hedge Fund Activity: Q1 2014 in Review

77 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2014, worth a combined $194M — up 24% from $157M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ITOT positions and 4 closed out — a net gain of 8 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.33M. The largest seller was Susquehanna International Group, cutting an estimated $4.34M.

  • 77 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2014, up from 69 in Q4 2013.
  • Funds reported $194M of iShares Core S&P Total US Stock Market ETF stock for Q1 2014, up 24% quarter-over-quarter.
  • 12 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2014 and 4 closed out, a net change of +8 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2014 was Wells Fargo, an estimated $7.33M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2014 was Susquehanna International Group, an estimated $4.34M sold.

Based on aggregated 13F filings for Q1 2014.