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iShares Core S&P Total US Stock Market ETF

269 hedge funds and large institutions have $3.98B invested in iShares Core S&P Total US Stock Market ETF in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

103% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 65

30% more capital invested

Capital invested by funds: $3.06B → $3.98B (+$925M)

7% more funds holding

Funds holding: 251269 (+18)

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

0.96% more ownership

Funds ownership: 48.85%49.81% (+0.96%)

20% less call options, than puts

Call options by funds: $697K | Put options by funds: $870K

Holders
269
Holders Change
+18
Holders Change %
+7.17%
% of All Funds
6.7%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
35
Increased
132
Reduced
65
Closed
9
Calls
$697K
Puts
$870K
Net Calls
-$173K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$836M +$806M +15,119,422 +4,193%
MFRM
2
Milliman Financial Risk Management
Illinois
$467M +$70M +1,312,511 +18%
Bank of America
3
Bank of America
North Carolina
$225M +$43.6M +817,021 +24%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$169M +$58.6M +1,099,200 +54%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$149M +$117M +2,199,524 +397%
Morgan Stanley
6
Morgan Stanley
New York
$131M +$45M +844,266 +54%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$124M +$29.3M +549,639 +31%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$120M +$24.7M +463,396 +26%
Wells Fargo
9
Wells Fargo
California
$120M +$7.7M +144,417 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$79.9M +$7.33M +137,412 +10%
Ameriprise
11
Ameriprise
Minnesota
$72.7M +$16.7M +312,596 +30%
AF
12
Allworth Financial
California
$69.7M +$13.1M +245,580 +24%
LPL Financial
13
LPL Financial
California
$69.5M +$8.34M +156,456 +14%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$67.3M +$13.2M +246,697 +25%
AIM
15
Astor Investment Management
Illinois
$51.4M -$957K -17,941 -2%
DPIM
16
Duff & Phelps Investment Management
Illinois
$50.2M +$5.65M +105,950 +13%
TPWA
17
TRUE Private Wealth Advisors
Oregon
$49.2M +$745K +13,971 +2%
UBS Group
18
UBS Group
Switzerland
$45.5M +$6.28M +117,682 +16%
GFPC
19
Global Financial Private Capital
Florida
$45.4M +$44.8M +839,630 New
AC
20
Allstate Corporation
Illinois
$44.8M
PAMG
21
Patton Albertson Miller Group
Tennessee
$39.7M -$4.52M -84,754 -10%
TA
22
Tiedemann Advisors
New York
$34.4M +$33.9M +636,136 New
CAL
23
Capital Analysts LLC
Pennsylvania
$33.4M +$33M +618,037 New
HighTower Advisors
24
HighTower Advisors
Illinois
$31.2M +$14.8M +277,813 +93%
FI
25
FormulaFolio Investments
Michigan
$31.1M +$3.46M +64,830 +13%

ITOT Hedge Fund Activity: Q1 2017 in Review

269 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2017, worth a combined $3.98B — up 30% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ITOT positions and 9 closed out — a net gain of 26 holders — while 132 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $806M. The largest seller was Advisor Group, cutting an estimated $5.42M.

  • 269 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2017, up from 251 in Q4 2016.
  • Funds reported $3.98B of iShares Core S&P Total US Stock Market ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 35 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2017 and 9 closed out, a net change of +26 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2017 was BlackRock, an estimated $806M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2017 was Advisor Group, an estimated $5.42M sold.

Based on aggregated 13F filings for Q1 2017.