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iShares Core S&P Total US Stock Market ETF

581 hedge funds and large institutions have $14.3B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 253 increasing their positions, 186 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.28M

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

36% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 186

15% more capital invested

Capital invested by funds: $12.4B → $14.3B (+$1.81B)

3% more funds holding

Funds holding: 563581 (+18)

1.22% more ownership

Funds ownership: 58.59%59.82% (+1.2%)

1% more funds holding in top 10

Funds holding in top 10: 8990 (+1)

Holders
581
Holders Change
+18
Holders Change %
+3.2%
% of All Funds
12.74%
Holding in Top 10
90
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.12%
% of All Funds
1.97%
New
52
Increased
253
Reduced
186
Closed
30
Calls
$3.65M
Puts
$1.28M
Net Calls
+$2.37M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.54B +$8.1M +120,883 +0.5%
Wells Fargo
2
Wells Fargo
California
$1.54B +$543M +8,111,313 +55%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$1.39B +$1.23M +18,395 +0.1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.05B +$53M +790,861 +5%
MFRM
5
Milliman Financial Risk Management
Illinois
$833M -$20.6M -308,044 -2%
SEI Investments
6
SEI Investments
Pennsylvania
$647M +$274K +4,095 +42%
SW
7
SVB Wealth
Massachusetts
$447M +$447M +6,671,425 New
Bank of America
8
Bank of America
North Carolina
$386M -$9.12M -136,091 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$295M +$267M +3,982,606 +941%
AllianceBernstein
10
AllianceBernstein
Tennessee
$286M +$41.7M +622,101 +17%
LPL Financial
11
LPL Financial
California
$286M -$2.22M -33,102 -0.8%
Morgan Stanley
12
Morgan Stanley
New York
$192M -$1.89M -28,231 -1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$188M +$11.6M +172,705 +7%
AC
14
Allstate Corporation
Illinois
$186M +$38.6M +575,500 +26%
Ameriprise
15
Ameriprise
Minnesota
$173M +$6.45M +96,248 +4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$164M +$7.8M +116,362 +5%
PPA
17
Parametric Portfolio Associates
Washington
$137M +$3.37M +50,311 +3%
AG
18
Advisor Group
Arizona
$129M -$14.9M -222,272 -10%
UBS Group
19
UBS Group
Switzerland
$121M +$19.6M +292,237 +19%
Stifel Financial
20
Stifel Financial
Missouri
$109M -$7.65M -114,137 -7%
PAS
21
Park Avenue Securities
New York
$107M +$106M +1,589,120 New
PA
22
Parallel Advisors
California
$101M +$15.9M +237,720 +19%
TCM
23
TD Capital Management
Tennessee
$95.7M +$6.84M +102,027 +8%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$91.6M -$76.2M -1,137,887 -45%
TPWA
25
TRUE Private Wealth Advisors
Oregon
$90.6M +$369K +5,502 +0.4%

ITOT Hedge Fund Activity: Q3 2019 in Review

581 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2019, worth a combined $14.3B — up 15% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ITOT positions and 30 closed out — a net gain of 22 holders — while 253 added to existing stakes and 186 trimmed.

The largest buyer was Wells Fargo, adding an estimated $543M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $76.2M.

  • 581 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2019, up from 563 in Q2 2019.
  • Funds reported $14.3B of iShares Core S&P Total US Stock Market ETF stock for Q3 2019, up 15% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2019 and 30 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2019 was Wells Fargo, an estimated $543M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2019 was Thrivent Financial for Lutherans, an estimated $76.2M sold.

Based on aggregated 13F filings for Q3 2019.