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iShares Core S&P Total US Stock Market ETF

690 hedge funds and large institutions have $15.1B invested in iShares Core S&P Total US Stock Market ETF in 2019 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 254 increasing their positions, 201 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

387% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 31

136% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $1.29M

26% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 201

20% more funds holding in top 10

Funds holding in top 10: 90108 (+18)

19% more funds holding

Funds holding: 581690 (+109)

6% more capital invested

Capital invested by funds: $14.3B → $15.1B (+$799M)

0.07% less ownership

Funds ownership: 59.82%59.74% (-0.07%)

Holders
690
Holders Change
+109
Holders Change %
+18.76%
% of All Funds
13.6%
Holding in Top 10
108
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+20%
% of All Funds
2.13%
New
151
Increased
254
Reduced
201
Closed
31
Calls
$3.06M
Puts
$1.29M
Net Calls
+$1.76M
Net Calls Change
-$604K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.98B +$291M +4,186,244 +18%
Wells Fargo
2
Wells Fargo
California
$1.7B +$27.2M +391,001 +2%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$1.52B +$15.1M +216,825 +1%
MFRM
4
Milliman Financial Risk Management
Illinois
$872M -$29.4M -422,335 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$861M -$269M -3,869,721 -25%
SW
6
SVB Wealth
Massachusetts
$482M -$2.83M -40,690 -0.6%
Bank of America
7
Bank of America
North Carolina
$431M +$11.9M +171,569 +3%
AllianceBernstein
8
AllianceBernstein
Tennessee
$317M +$6.35M +91,240 +2%
LPL Financial
9
LPL Financial
California
$283M -$26.2M -376,319 -9%
Morgan Stanley
10
Morgan Stanley
New York
$215M +$6.39M +91,900 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$205M +$1.02M +14,665 +0.5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$191M -$124M -1,776,081 -40%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$191M +$12.8M +184,018 +8%
Stifel Financial
14
Stifel Financial
Missouri
$188M +$66.9M +961,019 +59%
AC
15
Allstate Corporation
Illinois
$176M -$23.9M -342,900 -12%
PPA
16
Parametric Portfolio Associates
Washington
$150M +$1.86M +26,774 +1%
Ameriprise
17
Ameriprise
Minnesota
$146M -$41.5M -597,062 -23%
PA
18
Parallel Advisors
California
$129M +$19.3M +277,014 +18%
UBS Group
19
UBS Group
Switzerland
$128M -$3.67M -52,725 -3%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$117M +$17.1M +246,277 +18%
TCM
21
TD Capital Management
Tennessee
$116M +$12.1M +174,023 +12%
ECM
22
ETrade Capital Management
Virginia
$115M +$17.2M +246,890 +19%
AG
23
Advisor Group
Arizona
$112M -$26.4M -379,699 -20%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$104M +$40.4M +580,663 +68%
TA
25
Tiedemann Advisors
New York
$100M +$17.7M +255,047 +23%

ITOT Hedge Fund Activity: Q4 2019 in Review

690 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q4 2019, worth a combined $15.1B — up 5.6% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new ITOT positions and 31 closed out — a net gain of 120 holders — while 254 added to existing stakes and 201 trimmed.

The largest buyer was BlackRock, adding an estimated $291M. The largest seller was Envestnet Asset Management, cutting an estimated $269M.

  • 690 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q4 2019, up from 581 in Q3 2019.
  • Funds reported $15.1B of iShares Core S&P Total US Stock Market ETF stock for Q4 2019, up 5.6% quarter-over-quarter.
  • 151 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q4 2019 and 31 closed out, a net change of +120 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q4 2019 was BlackRock, an estimated $291M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $269M sold.

Based on aggregated 13F filings for Q4 2019.