We are live on ! Find out more
ITOT icon

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
CWM
476
Cahaba Wealth Management
Georgia
$1.07M -$305K -3,353 -21%
MWM
477
Merriman Wealth Management
Washington
$1.05M +$14.9K +164 +1%
TPA
478
Trivium Point Advisory
Connecticut
$1.05M -$820 -9 -0.1%
CSWM
479
Cassady Schiller Wealth Management
Ohio
$1.04M
MWM
480
Modera Wealth Management
New Jersey
$1.04M -$195K -2,137 -15%
Citadel Advisors
481
Citadel Advisors
Florida
$1.03M +$747K +8,202 +197%
LFAS
482
Level Four Advisory Services
Texas
$1.03M +$2.55K +28 +0.2%
BFC
483
Blue Fin Capital
Rhode Island
$1.03M -$20.3K -223 -2%
MPCL
484
My Personal CFO LLC
Washington
$1.02M
KeyBank National Association
485
KeyBank National Association
Ohio
$1M -$2.82K -31 -0.3%
VCP
486
Vista Capital Partners
Oregon
$997K
AWMG
487
Alliance Wealth Management Group
New Jersey
$991K +$244K +2,676 +29%
Brown Advisory
488
Brown Advisory
Maryland
$985K +$14.1K +155 +1%
CA
489
Centerpoint Advisors
Massachusetts
$983K -$168K -1,845 -14%
MGIA
490
Matthew Goff Investment Advisor
Texas
$983K
CCM
491
Coldstream Capital Management
Washington
$980K +$532K +5,844 +100%
HIP
492
HUB Investment Partners
Texas
$964K -$239K -2,623 -19%
CA
493
Clearstead Advisors
Ohio
$964K +$29.5K +324 +3%
OCM
494
Objective Capital Management
Ohio
$962K +$66.1K +725 +7%
AWM
495
Axxcess Wealth Management
California
$956K +$220K +2,418 +27%
LWM
496
Ledge Wealth Management
Minnesota
$953K -$770K -8,446 -43%
EBWM
497
Eagle Bluffs Wealth Management
Missouri
$940K +$1.02M +11,218 New
RCM
498
Raleigh Capital Management
North Carolina
$936K +$40.2K +441 +5%
TW
499
Transform Wealth
Colorado
$923K +$21.2K +233 +2%
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$912K +$96.8K +1,062 +11%

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.