We are live on ! Find out more
ITOT icon

iShares Core S&P Total US Stock Market ETF

375 hedge funds and large institutions have $6.74B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 94 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

94% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 94

5% more funds holding

Funds holding: 357375 (+18)

2% more capital invested

Capital invested by funds: $6.6B → $6.74B (+$147M)

0% more funds holding in top 10

Funds holding in top 10: 4848 (0)

0.7% less ownership

Funds ownership: 52.76%52.06% (-0.7%)

41% less call options, than puts

Call options by funds: $1.05M | Put options by funds: $1.77M

Holders
375
Holders Change
+18
Holders Change %
+5.04%
% of All Funds
8.6%
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.1%
New
41
Increased
182
Reduced
94
Closed
21
Calls
$1.05M
Puts
$1.77M
Net Calls
-$728K
Net Calls Change
+$250K
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
1
TD Ameritrade Investment Management
Nebraska
$1.34B +$70.1M +1,122,052 +5%
MFRM
2
Milliman Financial Risk Management
Illinois
$835M -$309M -4,951,706 -26%
BlackRock
3
BlackRock
New York
$766M +$42.4M +679,261 +6%
LMGAM
4
Liberty Mutual Group Asset Management
Massachusetts
$275M +$4.87M +78,000 +2%
Bank of America
5
Bank of America
North Carolina
$242M -$19.2M -306,732 -7%
Wells Fargo
6
Wells Fargo
California
$146M +$6.25M +100,142 +4%
Morgan Stanley
7
Morgan Stanley
New York
$125M -$20M -320,803 -13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$123M +$58.8M +941,428 +86%
LPL Financial
9
LPL Financial
California
$110M -$2.63M -42,055 -2%
Ameriprise
10
Ameriprise
Minnesota
$107M +$22.3M +357,724 +25%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$105M -$3.25M -52,068 -3%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$105M
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$104M +$57.6M +922,212 +116%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$89.4M +$92.3M +1,478,358 New
AllianceBernstein
15
AllianceBernstein
Tennessee
$86.1M +$32.3M +517,457 +57%
AC
16
Alleghany Corporation
New York
$80.3M +$2.87M +46,000 +4%
AF
17
Allworth Financial
California
$77.1M -$565K -9,041 -0.7%
HighTower Advisors
18
HighTower Advisors
Illinois
$71.7M +$1.43M +22,858 +2%
GFPC
19
Global Financial Private Capital
Florida
$68.3M +$7.93M +126,913 +13%
AIM
20
Astor Investment Management
Illinois
$63M +$97.8K +1,566 +0.2%
DPIM
21
Duff & Phelps Investment Management
Illinois
$59.2M
PPA
22
Parametric Portfolio Associates
Washington
$57.7M +$28.5M +455,975 +92%
TPWA
23
TRUE Private Wealth Advisors
Oregon
$55.2M +$3.98M +63,699 +8%
UBS Group
24
UBS Group
Switzerland
$52.7M +$2.9M +46,503 +6%
TA
25
Tiedemann Advisors
New York
$51.5M +$268K +4,290 +0.5%

ITOT Hedge Fund Activity: Q1 2018 in Review

375 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2018, worth a combined $6.74B — up 2.2% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ITOT positions and 21 closed out — a net gain of 20 holders — while 182 added to existing stakes and 94 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $92.3M. The largest seller was Milliman Financial Risk Management, cutting an estimated $309M.

  • 375 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2018, up from 357 in Q4 2017.
  • Funds reported $6.74B of iShares Core S&P Total US Stock Market ETF stock for Q1 2018, up 2.2% quarter-over-quarter.
  • 41 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2018 and 21 closed out, a net change of +20 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2018 was Raymond James Financial Services Advisors, an estimated $92.3M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2018 was Milliman Financial Risk Management, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2018.