We are live on ! Find out more
ITOT icon

iShares Core S&P Total US Stock Market ETF

84 hedge funds and large institutions have $247M 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.

New
Increased
Maintained
Reduced
Closed

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: 8184 (+3)

3% more capital invested

Capital invested by funds: $239M → $247M (+$7.89M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.86% less ownership

Funds ownership: 37.62%33.76% (-3.9%)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
37
Reduced
19
Closed
5
Calls
$368K
Puts
Net Calls
+$368K
Net Calls Change
+$502K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
Astor Investment Management
Illinois
$30.7M +$189K +4,186 +0.6%
Wells Fargo
2
Wells Fargo
California
$29.2M +$265K +5,868 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$26.8M -$1.75M -38,836 -6%
Bank of America
4
Bank of America
North Carolina
$25.1M -$2.14M -47,442 -8%
FWP
5
FAS Wealth Partners
Kansas
$17.8M -$56.9K -1,260 -0.3%
BTS
6
BB&T Securities
Virginia
$15.7M +$1.58M +35,108 New
FFBTD
7
First Financial Bank - Trust Division
Ohio
$9.51M -$197K -4,360 -2%
LPL Financial
8
LPL Financial
California
$5.75M +$309K +6,842 +6%
Goldman Sachs
9
Goldman Sachs
New York
$5.24M -$12.2K -270 -0.2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.98M +$419K +9,276 +9%
U
11
UBS
Switzerland
$4.8M +$308K +6,830 +7%
PAG
12
Private Advisor Group
New Jersey
$4.79M +$4.51M +99,962 +1,469%
JMFC
13
J.M. Forbes & Co
Massachusetts
$4.21M -$71K -1,572 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.2M +$253K +5,602 +6%
Jane Street
15
Jane Street
New York
$3.66M -$1.08M -23,920 -23%
EA
16
Efficient Advisors
Ohio
$3.61M -$231K -5,126 -6%
Prudential Financial
17
Prudential Financial
New Jersey
$3.51M +$316K +7,000 +10%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$3.39M
HighTower Advisors
19
HighTower Advisors
Illinois
$2.93M +$222K +4,908 +8%
ACM
20
Aviance Capital Management
Florida
$2.75M +$874K +19,358 +46%
ASN
21
Advisory Services Network
Georgia
$2.7M -$145K -3,210 -5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.42M +$137K +3,034 +6%
PJSIMP
23
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.24M -$251K -5,550 -10%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$2.13M +$762K +16,870 +55%
AAM
25
Autus Asset Management
Arizona
$2.09M +$51.1K +1,132 +2%