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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
MFA
276
Morling Financial Advisors
California
$4.27M +$293K +3,216 +7%
HSA
277
HBK Sorce Advisory
Pennsylvania
$4.03M +$530K +5,819 +14%
BWM
278
BlackDiamond Wealth Management
New York
$4.02M +$45.8K +503 +1%
RK
279
Rather & Kittrell
Tennessee
$3.99M -$39.6K -435 -0.9%
KOMWMG
280
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.98M +$1.9M +20,858 +78%
CAL
281
Capital Advisors Ltd
Ohio
$3.96M +$398K +4,364 +10%
IWM
282
IHT Wealth Management
Illinois
$3.93M -$422K -4,629 -9%
CPIG
283
Chicago Partners Investment Group
Illinois
$3.88M +$75K +823 +2%
FPW
284
Flagship Private Wealth
Massachusetts
$3.86M -$197K -2,161 -4%
BAM
285
Belpointe Asset Management
Nevada
$3.85M +$604K +6,632 +17%
AWM
286
Altium Wealth Management
New York
$3.8M -$130K -1,429 -3%
AWA
287
Amplius Wealth Advisors
Pennsylvania
$3.73M -$510K -5,599 -11%
SFG
288
Sowa Financial Group
Rhode Island
$3.7M -$19.4K -213 -0.5%
FWCM
289
Ferguson Wellman Capital Management
Oregon
$3.7M
GAG
290
GM Advisory Group
New York
$3.69M -$456K -5,005 -10%
SSWM
291
Sheets Smith Wealth Management
North Carolina
$3.69M +$28.1K +308 +0.7%
CAG
292
Csenge Advisory Group
Florida
$3.65M +$3.55M +38,935 +845%
ACA
293
Ackerman Capital Advisors
Texas
$3.59M -$65.6K -720 -2%
DL
294
DOHJ LLC
Washington
$3.58M +$3.66M +40,181 +1,591%
SAM
295
Securian Asset Management
Minnesota
$3.52M
AWM
296
Abound Wealth Management
Tennessee
$3.49M +$2.99M +32,838 +370%
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$3.47M +$337K +3,702 +10%
BFEC
298
Benjamin F. Edwards & Company
Missouri
$3.44M +$207K +2,270 +6%
SCA
299
Snowden Capital Advisors
New York
$3.4M -$243K -2,670 -6%
CG
300
Colony Group
Massachusetts
$3.39M -$2.81M -30,795 -43%

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.