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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
GRP
326
Global Retirement Partners
California
$2.99M -$28.3K -311 -0.9%
IAG
327
Investment Advisory Group
Massachusetts
$2.88M +$38.8K +426 +1%
VCM
328
Vivaldi Capital Management
Illinois
$2.88M -$42.8K -470 -1%
CIAS
329
CFS Investment Advisory Services
New Jersey
$2.85M -$371M -4,076,667 -99%
FCA
330
FinTrust Capital Advisors
South Carolina
$2.81M +$24.4K +268 +0.8%
ABC
331
Associated Banc-Corp
Wisconsin
$2.81M +$157K +1,724 +5%
OSAM
332
O'Shaughnessy Asset Management
Connecticut
$2.81M +$1.99M +21,894 +188%
PFM
333
Phillips Financial Management
Indiana
$2.81M -$191K -2,097 -6%
WWM
334
Windsor Wealth Management
Indiana
$2.79M -$197K -2,162 -6%
EWM
335
Endowment Wealth Management
Wisconsin
$2.79M +$114K +1,250 +4%
EFS
336
Essex Financial Services
Connecticut
$2.78M -$37K -406 -1%
Lazard Asset Management
337
Lazard Asset Management
New York
$2.75M
HIM
338
Hanlon Investment Management
New Jersey
$2.73M +$32.3K +354 +1%
GEA
339
Glen Eagle Advisors
New Jersey
$2.7M +$398K +4,369 +16%
BWA
340
Bordeaux Wealth Advisors
California
$2.66M +$8.75K +96 +0.3%
PAS
341
Park Avenue Securities
New York
$2.66M +$2.61M +28,658 +940%
NFG
342
Nations Financial Group
Iowa
$2.62M +$114K +1,252 +4%
VCM
343
Virtue Capital Management
Tennessee
$2.59M +$2.82M +30,924 New
Franklin Resources
344
Franklin Resources
California
$2.58M +$14.3K +157 +0.5%
Comerica Bank
345
Comerica Bank
Texas
$2.57M +$1.01M +11,076 +60%
AIA
346
Avalon Investment & Advisory
Texas
$2.56M
SWM
347
SFG Wealth Management
Maryland
$2.5M -$164K -1,800 -6%
VPW
348
Vericrest Private Wealth
Pennsylvania
$2.48M -$32.9K -361 -1%
DWM
349
Dakota Wealth Management
Florida
$2.48M +$12.4K +136 +0.5%
JIC
350
Johnson Investment Counsel
Ohio
$2.47M -$50.8K -558 -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.