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iShares Core S&P Total US Stock Market ETF

692 hedge funds and large institutions have $16.1B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 229 increasing their positions, 291 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,740% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $3.89M

36% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $14.8B → $16.1B (+$1.24B)

1% more funds holding

Funds holding: 684692 (+8)

0.9% less ownership

Funds ownership: 59.78%58.87% (-0.9%)

7% less funds holding in top 10

Funds holding in top 10: 108100 (-8)

21% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 291

Holders
692
Holders Change
+8
Holders Change %
+1.17%
% of All Funds
13.96%
Holding in Top 10
100
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.41%
% of All Funds
2.02%
New
53
Increased
229
Reduced
291
Closed
39
Calls
$71.6M
Puts
$3.89M
Net Calls
+$67.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.64B +$31.4M +420,741 +1%
BlackRock
2
BlackRock
New York
$1.78B -$142M -1,903,846 -7%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$1.53B +$7.61M +101,922 +0.5%
Betterment LLC
4
Betterment LLC
New York
$801M -$17.5M -234,398 -2%
MFRM
5
Milliman Financial Risk Management
Illinois
$555M +$26.4M +353,163 +5%
Bank of America
6
Bank of America
North Carolina
$377M -$639K -8,567 -0.2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$359M +$16M +214,279 +5%
SW
8
SVB Wealth
Massachusetts
$344M -$23M -308,193 -6%
Stifel Financial
9
Stifel Financial
Missouri
$302M +$73.8M +988,548 +33%
Morgan Stanley
10
Morgan Stanley
New York
$279M -$615K -8,238 -0.2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$261M -$859K -11,513 -0.3%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$223M +$99.5M +1,333,206 +83%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$217M +$1.17M +15,741 +0.5%
PA
14
Parallel Advisors
California
$198M -$10.8M -145,286 -5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$195M -$41.9M -562,028 -18%
ST
16
Sentinel Trust
Texas
$193M -$12.2M -162,824 -6%
SWM
17
SigFig Wealth Management
California
$183M +$12.4M +165,880 +7%
AC
18
Allstate Corporation
Illinois
$168M +$26.1M +350,000 +19%
LPL Financial
19
LPL Financial
California
$166M -$259K -3,467 -0.2%
Osaic Holdings
20
Osaic Holdings
Arizona
$164M -$8.95M -119,882 -5%
PPA
21
Parametric Portfolio Associates
Washington
$153M -$9.27M -124,155 -6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$146M -$25.7M -344,164 -15%
UBS Group
23
UBS Group
Switzerland
$135M -$12.2M -163,349 -8%
ECM
24
ETrade Capital Management
Virginia
$135M +$2.28M +30,496 +2%
Ameriprise
25
Ameriprise
Minnesota
$125M +$299K +4,010 +0.2%

ITOT Hedge Fund Activity: Q3 2020 in Review

692 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2020, worth a combined $16.1B — up 8.3% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ITOT positions and 39 closed out — a net gain of 14 holders — while 229 added to existing stakes and 291 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $99.5M. The largest seller was Macquarie Group, exiting entirely with an estimated $232M sold.

  • 692 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2020, up from 684 in Q2 2020.
  • Funds reported $16.1B of iShares Core S&P Total US Stock Market ETF stock for Q3 2020, up 8.3% quarter-over-quarter.
  • 53 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2020 and 39 closed out, a net change of +14 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $99.5M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2020 was Macquarie Group, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2020.