iShares Core S&P Total US Stock Market ETF
ITOT
82 hedge funds and large institutions have $240M invested in iShares Core S&P Total US Stock Market ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23% more capital invested
Capital invested by funds: $194M → $240M (+$45.1M)
12% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 25
6% more funds holding
Funds holding: 77 → 82 (+5)
4.39% more ownership
Funds ownership: 33.26% → 37.66% (+4.4%)
37% less call options, than puts
Call options by funds: $224K | Put options by funds: $358K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$17.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.31M |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$5.45M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.16M |
| 5 |
Jane Street
New York
|
+$4.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.53M |
| 2 |
BOS
Bingham Osborn & Scarborough
San Francisco,
California
|
-$2.87M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$2.78M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.72M |
| 5 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
-$1.37M |
ITOT Hedge Fund Activity: Q2 2014 in Review
82 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2014, worth a combined $240M — up 23% from $194M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ITOT positions and 7 closed out — a net gain of 6 holders — while 28 added to existing stakes and 25 trimmed.
The largest buyer was FAS Wealth Partners, opening a new position worth an estimated $17.3M. The largest seller was Goldman Sachs, cutting an estimated $4.53M.
- 82 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2014, up from 77 in Q1 2014.
- Funds reported $240M of iShares Core S&P Total US Stock Market ETF stock for Q2 2014, up 23% quarter-over-quarter.
- 13 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2014 and 7 closed out, a net change of +6 holders.
- The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2014 was FAS Wealth Partners, an estimated $17.3M added.
- The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2014 was Goldman Sachs, an estimated $4.53M sold.
Based on aggregated 13F filings for Q2 2014.