iShares Core S&P Total US Stock Market ETF
ITOT
85 hedge funds and large institutions have $233M invested in iShares Core S&P Total US Stock Market ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 19 reducing their positions, and 5 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 19
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
4% more funds holding
Funds holding: 82 → 85 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $240M → $233M (-$6.27M)
3.86% less ownership
Funds ownership: 37.66% → 33.8% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.51M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.58M |
| 3 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
+$879K |
| 4 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$874K |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$762K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.14M |
| 3 |
Morgan Stanley
New York
|
-$1.75M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.19M |
| 5 |
Jane Street
New York
|
-$1.08M |
ITOT Hedge Fund Activity: Q3 2014 in Review
85 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2014, worth a combined $233M — down 2.6% from $240M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ITOT positions and 5 closed out — a net gain of 4 holders — while 37 added to existing stakes and 19 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $4.51M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $11.4M sold.
- 85 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2014, up from 82 in Q2 2014.
- Funds reported $233M of iShares Core S&P Total US Stock Market ETF stock for Q3 2014, down 2.6% quarter-over-quarter.
- 9 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2014 and 5 closed out, a net change of +4 holders.
- The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2014 was Private Advisor Group, an estimated $4.51M added.
- The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2014 was Susquehanna International Group, an estimated $11.4M sold.
Based on aggregated 13F filings for Q3 2014.