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iShares Core S&P Total US Stock Market ETF

189 hedge funds and large institutions have $1.7B invested in iShares Core S&P Total US Stock Market ETF in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $2.67M | Put options by funds: $772K

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

83% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 47

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

9% more funds holding

Funds holding: 173189 (+16)

9% more capital invested

Capital invested by funds: $1.55B → $1.7B (+$144M)

1.97% less ownership

Funds ownership: 85.55%83.58% (-2%)

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
5.03%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.48%
New
27
Increased
86
Reduced
47
Closed
9
Calls
$2.67M
Puts
$772K
Net Calls
+$1.9M
Net Calls Change
+$1.14M

ITOT Hedge Fund Activity: Q2 2016 in Review

189 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2016, worth a combined $1.7B — up 9.2% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ITOT positions and 9 closed out — a net gain of 18 holders — while 86 added to existing stakes and 47 trimmed.

The largest buyer was Patton Albertson Miller Group, opening a new position worth an estimated $38M. The largest seller was Milliman Financial Risk Management, cutting an estimated $41.9M.

  • 189 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2016, up from 173 in Q1 2016.
  • Funds reported $1.7B of iShares Core S&P Total US Stock Market ETF stock for Q2 2016, up 9.2% quarter-over-quarter.
  • 27 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2016 and 9 closed out, a net change of +18 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2016 was Patton Albertson Miller Group, an estimated $38M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2016 was Milliman Financial Risk Management, an estimated $41.9M sold.

Based on aggregated 13F filings for Q2 2016.