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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
CIBC World Market
251
CIBC World Market
Ontario, Canada
$5.22M +$2.25M +24,708 +66%
DA
252
Doliver Advisors
Texas
$5.2M -$2.43M -26,658 -30%
FFBTD
253
First Financial Bank - Trust Division
Ohio
$5.2M -$23.1K -254 -0.4%
PS
254
Portfolio Solutions
Michigan
$5.18M +$5.34M +58,640 +1,855%
AWM
255
Adams Wealth Management
Utah
$5.11M -$765K -8,400 -12%
GBT
256
Grove Bank & Trust
Florida
$5.09M -$12.8K -140 -0.2%
RWP
257
Ridgecrest Wealth Partners
California
$5.09M +$253K +2,782 +5%
IRC
258
Investors Research Corp
Georgia
$4.99M +$958K +10,520 +21%
GIA
259
Gladstone Institutional Advisory
Florida
$4.92M -$172K -1,883 -3%
KPWS
260
Kestra Private Wealth Services
Texas
$4.89M +$1.4M +15,315 +36%
WWM
261
Western Wealth Management
Colorado
$4.83M -$59.8K -656 -1%
NWM
262
Northwest Wealth Management
Iowa
$4.78M +$3.04M +33,397 +141%
MCM
263
MAI Capital Management
Ohio
$4.77M +$1.16M +12,710 +29%
SF
264
Summit Financial
New Jersey
$4.72M +$66.7K +732 +1%
AAG
265
Avalon Advisory Group
Pennsylvania
$4.72M +$2.71M +29,780 +112%
LA
266
Lynch & Associates
Indiana
$4.59M +$99.7K +1,094 +2%
PA
267
Paragon Advisors
Texas
$4.57M +$4.96M +54,488 New
MMA
268
Miracle Mile Advisors
California
$4.55M -$1.13M -12,421 -19%
FFA
269
First Foundation Advisors
California
$4.54M +$2.23M +24,483 +82%
BHWM
270
Bar Harbor Wealth Management
New Hampshire
$4.54M +$214K +2,350 +5%
MP
271
McDonald Partners
Ohio
$4.48M +$14.9K +163 +0.3%
Cerity Partners
272
Cerity Partners
New York
$4.44M +$2.69M +29,539 +124%
BAM
273
Baldrige Asset Management
Pennsylvania
$4.39M -$32.5K -357 -0.7%
IF
274
Ironwood Financial
Arizona
$4.35M +$2.8M +30,760 +145%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$4.31M -$10.9M -119,934 -70%

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.