iShares Core S&P Total US Stock Market ETF
ITOT
115 hedge funds and large institutions have $444M invested in iShares Core S&P Total US Stock Market ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 52 increasing their positions, 13 reducing their positions, and 3 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 3
300% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 13
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
90% more capital invested
Capital invested by funds: $233M → $444M (+$211M)
35% more funds holding
Funds holding: 85 → 115 (+30)
14.95% more ownership
Funds ownership: 33.8% → 48.75% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$26.6M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$22.1M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$20.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$12.6M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$801K |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$719K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$403K |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$364K |
| 5 |
EA
Efficient Advisors
Mason,
Ohio
|
-$320K |
ITOT Hedge Fund Activity: Q4 2014 in Review
115 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2014, worth a combined $444M — up 90% from $233M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new ITOT positions and 3 closed out — a net gain of 33 holders — while 52 added to existing stakes and 13 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $26.6M. The largest seller was Advisory Services Network, cutting an estimated $801K.
- 115 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2014, up from 85 in Q3 2014.
- Funds reported $444M of iShares Core S&P Total US Stock Market ETF stock for Q4 2014, up 90% quarter-over-quarter.
- 36 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2014 and 3 closed out, a net change of +33 holders.
- The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2014 was Lazard Asset Management, an estimated $26.6M added.
- The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2014 was Advisory Services Network, an estimated $801K sold.
Based on aggregated 13F filings for Q4 2014.