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iShares Core S&P Total US Stock Market ETF

1,001 hedge funds and large institutions have $27.4B invested in iShares Core S&P Total US Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 408 increasing their positions, 317 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $3.97M

29% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 317

26% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 69

1% more funds holding

Funds holding: 9941,001 (+7)

0.57% more ownership

Funds ownership: 61.84%62.4% (+0.57%)

1% less funds holding in top 10

Funds holding in top 10: 135134 (-1)

5% less capital invested

Capital invested by funds: $28.8B → $27.4B (-$1.43B)

Holders
1,001
Holders Change
+7
Holders Change %
+0.7%
% of All Funds
15.79%
Holding in Top 10
134
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.74%
% of All Funds
2.11%
New
87
Increased
408
Reduced
317
Closed
69
Calls
$21.2M
Puts
$3.97M
Net Calls
+$17.2M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
326
Gofen & Glossberg
Illinois
$3.08M +$165K +1,651 +6%
JIC
327
Johnson Investment Counsel
Ohio
$3.03M -$71.4K -716 -2%
VPW
328
Vericrest Private Wealth
Pennsylvania
$3.03M -$135K -1,351 -4%
CA
329
Claar Advisors
New York
$3.03M
NFG
330
Nations Financial Group
Iowa
$3.03M -$39.4K -395 -1%
DIM
331
Delta Investment Management
California
$3.01M -$2.37M -23,804 -44%
FFA
332
First Foundation Advisors
California
$3M -$70.9K -711 -2%
OPWM
333
Oakwell Private Wealth Management
Texas
$2.98M -$4.29K -43 -0.1%
DWM
334
Dakota Wealth Management
Florida
$2.97M +$189K +1,893 +7%
MBT
335
Montecito Bank & Trust
California
$2.94M +$54.5K +547 +2%
NI
336
NYL Investors
New York
$2.87M -$439K -4,400 -13%
Wealth Enhancement Advisory Services
337
Wealth Enhancement Advisory Services
Minnesota
$2.84M -$66.1K -663 -2%
First Manhattan
338
First Manhattan
New York
$2.82M -$55.1K -553 -2%
TFM
339
TFC Financial Management
Massachusetts
$2.82M +$1.04M +10,395 +59%
GEA
340
Glen Eagle Advisors
New Jersey
$2.81M +$467K +4,687 +20%
LC
341
LCNB Corp
Ohio
$2.78M +$292K +2,925 +12%
CP
342
Capital Planning
Washington
$2.71M +$852K +8,543 +47%
CMS
343
Capital Market Strategies
Florida
$2.7M +$64.6K +648 +2%
KOMWMG
344
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.69M -$7.91M -79,347 -75%
AAG
345
Avalon Advisory Group
Pennsylvania
$2.68M +$291K +2,923 +12%
SHWM
346
Silicon Hills Wealth Management
Texas
$2.67M +$4.89K +49 +0.2%
ACA
347
Aptus Capital Advisors
Alabama
$2.6M +$906K +9,089 +54%
AssetMark Inc
348
AssetMark Inc
California
$2.6M -$3.43M -34,390 -57%
AL
349
Aspiriant LLC
California
$2.57M +$201K +2,012 +9%
WANY
350
Wealthspire Advisors (New York)
New York
$2.56M -$143K -1,435 -5%

ITOT Hedge Fund Activity: Q1 2022 in Review

1,001 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q1 2022, worth a combined $27.4B — down 5% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new ITOT positions and 69 closed out — a net gain of 18 holders — while 408 added to existing stakes and 317 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $406M. The largest seller was Milliman Financial Risk Management, cutting an estimated $229M.

  • 1,001 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q1 2022, up from 994 in Q4 2021.
  • Funds reported $27.4B of iShares Core S&P Total US Stock Market ETF stock for Q1 2022, down 5% quarter-over-quarter.
  • 87 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q1 2022 and 69 closed out, a net change of +18 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $406M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q1 2022 was Milliman Financial Risk Management, an estimated $229M sold.

Based on aggregated 13F filings for Q1 2022.