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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
BBPWM
501
Blue Bell Private Wealth Management
Pennsylvania
$912K +$992K +10,891 New
AWM
502
Apollon Wealth Management
South Carolina
$911K -$123K -1,347 -11%
CPO
503
Cerity Partners OCIO
New York
$897K -$10K -110 -1%
AA
504
Advisory Alpha
Michigan
$887K +$18K +198 +2%
PPW
505
Pinnacle Private Wealth
Massachusetts
$877K -$23.3K -256 -2%
FHA
506
First Horizon Advisors
Tennessee
$867K +$922K +10,123 +4,236%
MSA
507
Marino Stram & Associates
Massachusetts
$862K
IFA
508
Index Fund Advisors
California
$861K
CIA
509
Compass Ion Advisors
Pennsylvania
$857K +$22.2K +244 +2%
ACI
510
Alpha Cubed Investments
California
$852K -$493K -5,406 -35%
SC
511
Savant Capital
Illinois
$842K -$64.9K -712 -7%
WWM
512
Wolff Wiese Magana
California
$832K
MG
513
Mather Group
Illinois
$830K +$106K +1,160 +13%
V
514
Veritable
Delaware
$829K
WCFA
515
Walkner Condon Financial Advisors
Wisconsin
$819K +$729 +8 +0.1%
AWA
516
Alta Wealth Advisors
Massachusetts
$814K -$18.2K -200 -2%
FWM
517
ForthRight Wealth Management
Georgia
$807K -$102K -1,118 -10%
RSWM
518
Robertson Stephens Wealth Management
California
$805K +$78.6K +863 +10%
IAIM
519
Industrial Alliance Investment Management
Quebec, Canada
$804K +$294K +3,230 +51%
CTB
520
Country Trust Bank
Illinois
$803K
GW
521
GW & Wade
Massachusetts
$802K +$668K +7,330 +327%
SAA
522
Southeast Asset Advisors
Georgia
$799K +$28.6K +314 +3%
VFPW
523
Vantage Financial Partners (Wisconsin)
Wisconsin
$794K -$47.8K -525 -5%
CW
524
Connectus Wealth
Ohio
$792K -$26K -285 -3%
SIC
525
Sigma Investment Counselors
Michigan
$791K +$291K +3,189 +51%

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.