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iShares Core S&P Total US Stock Market ETF

992 hedge funds and large institutions have $26.4B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 413 increasing their positions, 325 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more call options, than puts

Call options by funds: $9.94M | Put options by funds: $2.08M

27% more repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 325

1.81% more ownership

Funds ownership: 62.4%64.21% (+1.8%)

7% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 81

0% more funds holding in top 10

Funds holding in top 10: 134134 (0)

1% less funds holding

Funds holding: 1,001992 (-9)

3% less capital invested

Capital invested by funds: $27.4B → $26.4B (-$942M)

Holders
992
Holders Change
-9
Holders Change %
-0.9%
% of All Funds
16.71%
Holding in Top 10
134
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.26%
New
87
Increased
413
Reduced
325
Closed
81
Calls
$9.94M
Puts
$2.08M
Net Calls
+$7.86M
Net Calls Change
-$9.35M
Name Holding Trade Value Shares
Change
Change in
Stake
SPI
226
Sutton Place Investors
New York
$6.39M -$199K -2,179 -3%
CWM
227
Cherrydale Wealth Management
New Jersey
$6.33M +$6.89M +75,607 New
HCA
228
Heck Capital Advisors
Wisconsin
$6.31M -$578K -6,345 -8%
Goldman Sachs
229
Goldman Sachs
New York
$6.3M -$2.17M -23,770 -24%
TCBWMS
230
Texas Capital Bank Wealth Management Services
Texas
$6.28M -$93.8K -1,030 -1%
JMFC
231
J.M. Forbes & Co
Massachusetts
$6.16M -$9.47K -104 -0.1%
RVPG
232
Relative Value Partners Group
$6.02M -$2.3M -25,262 -28%
HCM
233
Hollencrest Capital Management
California
$5.84M +$6.36M +69,770 New
WFA
234
Wade Financial Advisory
California
$5.84M +$1.92M +21,074 +43%
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$5.81M -$80.2K -880 -1%
FC
236
Forte Capital
New York
$5.79M -$203K -2,229 -3%
CPIA
237
Cornell Pochily Investment Advisors
New York
$5.78M +$263K +2,891 +4%
WMS
238
Wealth Management Solutions
Pennsylvania
$5.69M -$168K -1,847 -3%
SWP
239
Summit Wealth Partners
Florida
$5.66M +$1.31M +14,404 +27%
MA
240
MONECO Advisors
Connecticut
$5.63M -$132K -1,445 -2%
E
241
Ergoteles
New York
$5.58M +$6.07M +66,602 New
GWM
242
Grand Wealth Management
Michigan
$5.48M
FWP
243
FAS Wealth Partners
Kansas
$5.48M +$33.3K +365 +0.6%
BHB
244
Bank Hapoalim BM
Israel
$5.45M
IAA
245
Independent Advisor Alliance
North Carolina
$5.44M +$282K +3,095 +5%
SPIA
246
Steward Partners Investment Advisory
New York
$5.42M -$28.6K -314 -0.5%
TFGT
247
TS Financial Group (TSFG)
Illinois
$5.33M +$199K +2,181 +4%
CGA
248
Crescent Grove Advisors
Illinois
$5.32M +$30.1K +330 +0.5%
JC
249
JB Capital
Connecticut
$5.29M +$5.43M +59,563 +1,662%
FHC
250
First Heartland Consultants
Missouri
$5.25M +$85.8K +942 +2%

ITOT Hedge Fund Activity: Q2 2022 in Review

992 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q2 2022, worth a combined $26.4B — down 3.4% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new ITOT positions and 81 closed out — a net gain of 6 holders — while 413 added to existing stakes and 325 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.41B. The largest seller was CFS Investment Advisory Services, cutting an estimated $371M.

  • 992 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q2 2022, down from 1,001 in Q1 2022.
  • Funds reported $26.4B of iShares Core S&P Total US Stock Market ETF stock for Q2 2022, down 3.4% quarter-over-quarter.
  • 87 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q2 2022 and 81 closed out, a net change of +6 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $1.41B added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $371M sold.

Based on aggregated 13F filings for Q2 2022.