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iShares Core S&P Total US Stock Market ETF

76 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 (+$37.4M)

12% more funds holding

Funds holding: 6876 (+8)

2.83% more ownership

Funds ownership: 30.4%33.23% (+2.8%)

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
2.2%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$25.8M +$7.33M +174,082 +41%
Morgan Stanley
2
Morgan Stanley
New York
$23.9M +$800K +19,006 +4%
AIM
3
Astor Investment Management
Illinois
$23.8M +$23.3M +554,422 New
Bank of America
4
Bank of America
North Carolina
$21M -$2.09M -49,740 -9%
Goldman Sachs
5
Goldman Sachs
New York
$9.48M +$85.9K +2,042 +0.9%
FFBTD
6
First Financial Bank - Trust Division
Ohio
$9.3M -$487K -11,584 -5%
U
7
UBS
Switzerland
$7.03M +$389K +9,244 +6%
LPL Financial
8
LPL Financial
California
$6.98M +$3.34M +79,402 +95%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$4.61M -$4.34M -103,154 -49%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.12M +$296K +7,032 +8%
JMFC
11
J.M. Forbes & Co
Massachusetts
$4.09M +$154K +3,662 +4%
EA
12
Efficient Advisors
Ohio
$4M -$299K -7,104 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.75M +$1.17M +27,744 +46%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$3.24M
BOS
15
Bingham Osborn & Scarborough
California
$2.87M +$2.82M +66,970 New
Prudential Financial
16
Prudential Financial
New Jersey
$2.69M -$404K -9,600 -13%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.64M +$83.7K +1,990 +3%
PJSIMP
18
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.59M -$327K -7,762 -11%
BP
19
Ballentine Partners
Massachusetts
$2.54M
ASN
20
Advisory Services Network
Georgia
$2.5M +$29.7K +706 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.21M +$476K +11,316 +28%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.99M -$97.5K -2,318 -5%
AAM
23
Autus Asset Management
Arizona
$1.96M -$9.68K -230 -0.5%
WA
24
WBH Advisory
Maryland
$1.54M +$44.1K +1,048 +3%
PI
25
Placemark Investments
Illinois
$1.46M -$229K -5,434 -14%