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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
RIA
401
Realta Investment Advisors
Delaware
$1.76M +$8.47K +93 +0.4%
OIA
402
OneDigital Investment Advisors
Kansas
$1.74M +$462K +5,067 +32%
AFO
403
Allie Family Office
Florida
$1.73M +$386K +4,240 +26%
CCM
404
Carlson Capital Management
Minnesota
$1.72M +$1.11M +12,148 +145%
IFG
405
Independent Financial Group
California
$1.69M -$200K -2,194 -10%
Natixis Advisors
406
Natixis Advisors
Massachusetts
$1.69M -$1.35M -14,865 -42%
MFA
407
Mayflower Financial Advisors
Massachusetts
$1.68M +$456 +5 +0%
PP
408
Prosperity Planning
Missouri
$1.66M
RCG
409
Regatta Capital Group
California
$1.66M -$28.9K -317 -2%
FC
410
Financial Consulate
Maryland
$1.64M
GWM
411
GSB Wealth Management
Connecticut
$1.63M -$18.3K -201 -1%
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$1.59M +$123K +1,355 +8%
TP
413
Tranquility Partners
Tennessee
$1.58M +$26.9K +295 +2%
CRI
414
Colonial River Investments
Virginia
$1.57M +$1.71M +18,801 New
AAP
415
Arax Advisory Partners
Colorado
$1.57M -$56.1K -616 -3%
AWA
416
Aaron Wealth Advisors
Illinois
$1.54M -$37.8M -415,139 -96%
OFG
417
Oxford Financial Group
Indiana
$1.54M
PI
418
Parkside Investments
Illinois
$1.5M -$171K -1,879 -9%
WFAG
419
Wescott Financial Advisory Group
Pennsylvania
$1.5M +$163K +1,785 +11%
SAM
420
Satovsky Asset Management
New York
$1.49M -$6.56K -72 -0.4%
PTC
421
Private Trust Company
Ohio
$1.47M +$1.6M +17,522 New
PG
422
Patten Group
Tennessee
$1.45M -$21.5K -236 -1%
EW
423
Evoke Wealth
California
$1.43M -$65.4K -718 -4%
WA
424
Waverly Advisors
Alabama
$1.43M +$726K +7,972 +88%
WPC
425
Wedmont Private Capital
Pennsylvania
$1.42M +$91 +1 +0%

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.