iShares Core S&P Total US Stock Market ETF
ITOT
582 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 54 funds opening new positions, 253 increasing their positions, 186 reducing their positions, and 30 closing their positions.
185% more call options, than puts
Call options by funds: $3.65M | Put options by funds: $1.28M
80% more first-time investments, than exits
New positions opened: 54 | 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)
4% more funds holding
Funds holding: 562 → 582 (+20)
2% more funds holding in top 10
Funds holding in top 10: 88 → 90 (+2)
1.24% more ownership
Funds ownership: 58.58% → 59.82% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$543M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$447M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$267M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$106M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$76.2M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$42.9M |
| 3 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$24.1M |
| 4 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
-$23.6M |
| 5 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$20.6M |
ITOT Hedge Fund Activity: Q3 2019 in Review
582 of the 4,574 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: 54 funds opened new ITOT positions and 30 closed out — a net gain of 24 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.
- 582 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2019, up from 562 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.
- 54 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2019 and 30 closed out, a net change of +24 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.