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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
HC
426
Hamilton Capital
Ohio
$1.41M
EWM
427
EPG Wealth Management
Georgia
$1.4M -$161K -1,770 -10%
FPCG
428
Fort Pitt Capital Group
Pennsylvania
$1.4M -$7.29K -80 -0.5%
FAIM
429
Financial Advocates Investment Management
Washington
$1.39M -$444K -4,869 -23%
AIC
430
Archer Investment Corporation
Indiana
$1.38M +$7.38K +81 +0.5%
IC
431
Inverness Counsel
New York
$1.38M
HR
432
Hardy Reed
Mississippi
$1.38M +$1.5M +16,443 New
WIA
433
World Investment Advisors
California
$1.38M +$51K +560 +4%
WAL
434
W Advisors LLC
Tennessee
$1.37M +$39.7K +436 +3%
VC
435
Vicus Capital
Pennsylvania
$1.37M -$107K -1,171 -7%
RPGK
436
Retirement Planning Group (Kansas)
Kansas
$1.37M +$1.49M +16,320 New
WWM
437
WJ Wealth Management
Arizona
$1.36M +$681K +7,479 +85%
JF
438
JSF Financial
California
$1.35M +$128K +1,408 +10%
DWP
439
Destiny Wealth Partners
Florida
$1.35M -$25.8K -283 -2%
AWE
440
Avidian Wealth Enterprises
Texas
$1.34M -$269K -2,954 -16%
TFA
441
Teamwork Financial Advisors
Texas
$1.34M +$350K +3,843 +32%
PCMC
442
Private Capital Management (Colorado)
Colorado
$1.34M
WI
443
Wintrust Investments
Illinois
$1.32M -$179K -1,961 -11%
SIC
444
Samalin Investment Counsel
New York
$1.31M +$127K +1,398 +10%
RJT
445
Raymond James Trust
Florida
$1.31M -$56.5K -620 -4%
SWM
446
Sugarloaf Wealth Management
Georgia
$1.3M -$12.7M -139,879 -90%
VFA
447
Valeo Financial Advisors
Indiana
$1.3M -$12.2K -134 -0.9%
GPA
448
Guidance Point Advisors
Massachusetts
$1.28M +$91 +1 +0%
SC
449
Sinecera Capital
Texas
$1.28M +$1.39M +15,264 New
DE
450
Day & Ennis
Georgia
$1.27M -$152K -1,669 -10%

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.