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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
AIP
451
Almanack Investment Partners
Pennsylvania
$1.27M +$30.5K +335 +2%
AWM
452
Alterna Wealth Management
Texas
$1.26M +$194K +2,125 +16%
PFM
453
Peak Financial Management
Massachusetts
$1.25M +$144K +1,579 +12%
ICG
454
InterOcean Capital Group
Tennessee
$1.25M +$1.35M +14,855 New
QPWM
455
Quadrant Private Wealth Management
Pennsylvania
$1.24M +$97.4K +1,069 +8%
AAM
456
Autus Asset Management
Arizona
$1.23M +$21.6K +237 +2%
LNC
457
Lincoln National Corp
Pennsylvania
$1.22M +$81K +889 +7%
DADC
458
D.A. Davidson & Co
Montana
$1.19M -$13.8K -151 -1%
EW
459
Emerson Wealth
Michigan
$1.19M
NEWAS
460
N.E.W. Advisory Services
Wisconsin
$1.19M +$1.29M +14,182 New
LWM
461
Laidlaw Wealth Management
New York
$1.16M
IWP
462
Icon Wealth Partners
Texas
$1.16M -$42K -461 -3%
MWP
463
Meridian Wealth Partners
Pennsylvania
$1.15M -$1.46K -16 -0.1%
PCG
464
Private Capital Group
Connecticut
$1.15M -$5.91M -64,861 -83%
MA
465
Mutual Advisors
Nebraska
$1.14M +$26.8K +294 +2%
NSAM
466
North Star Asset Management
Wisconsin
$1.12M +$1.22M +13,421 New
AW
467
ACG Wealth
Georgia
$1.12M +$204K +2,239 +20%
CFG
468
Cooper Financial Group
California
$1.11M +$54.2K +595 +5%
FF
469
FourThought Financial
Florida
$1.11M
GFP
470
Gryphon Financial Partners
Ohio
$1.11M +$4.01K +44 +0.3%
BCA
471
Bay Colony Advisors
Massachusetts
$1.1M -$10.1K -111 -0.9%
VIA
472
Vident Investment Advisory
Georgia
$1.1M +$1.2M +13,155 New
KA
473
Klingman & Associates
New York
$1.09M +$464K +5,092 +64%
PG
474
Proffitt & Goodson
Tennessee
$1.07M +$531K +5,828 +83%
PFPT
475
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.07M +$232K +2,542 +25%

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.