We are live on ! Find out more
ITOT icon

iShares Core S&P Total US Stock Market ETF

507 hedge funds and large institutions have $8.5B invested in iShares Core S&P Total US Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 203 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $329K

172% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 47

72% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 118

32% more funds holding in top 10

Funds holding in top 10: 5674 (+18)

18% more funds holding

Funds holding: 429507 (+78)

6.98% more ownership

Funds ownership: 51.03%58.01% (+7%)

5% more capital invested

Capital invested by funds: $8.09B → $8.5B (+$415M)

Holders
507
Holders Change
+78
Holders Change %
+18.18%
% of All Funds
11.3%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
1.65%
New
128
Increased
203
Reduced
118
Closed
47
Calls
$1.09M
Puts
$329K
Net Calls
+$761K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.24B +$1.06B +17,330,072 +379%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$1.22B -$87.3M -1,420,943 -6%
BlackRock
3
BlackRock
New York
$729M +$96.9M +1,577,201 +14%
MFRM
4
Milliman Financial Risk Management
Illinois
$550M -$263M -4,287,575 -31%
LMGAM
5
Liberty Mutual Group Asset Management
Massachusetts
$256M -$2.24M -36,403 -0.8%
RCAG
6
Rehmann Capital Advisory Group
Michigan
$219M +$151M +2,456,168 +597%
Wells Fargo
7
Wells Fargo
California
$212M +$61.4M +998,872 +37%
LPL Financial
8
LPL Financial
California
$185M +$86.5M +1,408,562 +76%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$175M +$59M +960,912 +45%
AllianceBernstein
10
AllianceBernstein
Tennessee
$149M +$26M +423,324 +19%
NAM
11
NorthCoast Asset Management
Connecticut
$132M +$143M +2,319,735 New
KPAG
12
KLS Professional Advisors Group
New York
$131M +$142M +2,311,697 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$124M +$9.64M +156,830 +8%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$123M
Morgan Stanley
15
Morgan Stanley
New York
$119M +$6.32M +102,811 +5%
PPA
16
Parametric Portfolio Associates
Washington
$113M +$5.49M +89,429 +5%
Ameriprise
17
Ameriprise
Minnesota
$108M -$8.35M -135,861 -7%
UBS Group
18
UBS Group
Switzerland
$89M -$32.6M -530,094 -25%
TCM
19
TD Capital Management
Tennessee
$70M +$21.4M +348,523 +39%
AIM
20
Astor Investment Management
Illinois
$69.4M +$1.94M +31,593 +3%
HighTower Advisors
21
HighTower Advisors
Illinois
$63.1M -$9.56M -155,672 -12%
IOOF
22
Independent Order of Foresters
Ontario, Canada
$60.8M
TA
23
Tiedemann Advisors
New York
$57.6M +$11.1M +179,904 +22%
TPWA
24
TRUE Private Wealth Advisors
Oregon
$56.4M +$5.98M +97,285 +11%
GFPC
25
Global Financial Private Capital
Florida
$56.3M -$3.15M -51,324 -5%

ITOT Hedge Fund Activity: Q4 2018 in Review

507 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2018, worth a combined $8.5B — up 5.1% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new ITOT positions and 47 closed out — a net gain of 81 holders — while 203 added to existing stakes and 118 trimmed.

The largest buyer was Bank of America, adding an estimated $1.06B. The largest seller was Milliman Financial Risk Management, cutting an estimated $263M.

  • 507 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2018, up from 429 in Q3 2018.
  • Funds reported $8.5B of iShares Core S&P Total US Stock Market ETF stock for Q4 2018, up 5.1% quarter-over-quarter.
  • 128 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2018 and 47 closed out, a net change of +81 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2018 was Bank of America, an estimated $1.06B added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2018 was Milliman Financial Risk Management, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2018.